Broker Check

949-756-2273

Newsletters

Friday, January 7, 2022

 

Friday, November 5, 2021

The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin...

 

Thursday, October 7, 2021

One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of...

 

Friday, September 3, 2021

The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of...

 

Thursday, March 4, 2021

It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a year ago. It’s...

 

Show All

Thursday, February 4, 2021

“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global pandemic...

 

Friday, January 8, 2021

Happy New Year! A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. Healthcare...

 

Wednesday, January 6, 2021

You don’t need to be reminded how challenging and difficult 2020 was. We were there with you and it wasn’t much fun. We don’t like being the messenger of known negatives; we'd rather be the purveyors of positive...

 

Thursday, September 3, 2020

Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to...

 

Thursday, September 3, 2020

It’s not unusual for a heartfelt newsletter to rattle around inside my head for a while trying to find it’s voice. The one I wanted to pen for midyear 2020 is my gratitude for being in the financial industry for 50 years...

 

Tuesday, April 28, 2020

My thanks to many of you for responding so positively to my last newsletter. When what I write means something to you, that means something to me. For almost 45 years, these newsletters have been my primary communication vehicle to...

 

Thursday, April 23, 2020

“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it....

 

Monday, March 30, 2020

RUNNING FROM AN OLD TO A NEW REALITY Years ago, I used to run the Boston Marathon. Without question, I was running without a registered number in the Back of the Pack, Rat Pack and may have been the worst runner in recorded marathon...

 

Wednesday, March 18, 2020

Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at a cost. Global economic growth...

 

Saturday, March 14, 2020

In 45 years as a financial advisor, I’ve been through countless “crises.” I can’t remember a single one that I enjoyed or that didn’t scare me nearly half to death. All were alarming, unprecedented, and...

 

Friday, January 3, 2020

Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an...

 

Friday, December 6, 2019

A few months ago, I highlighted three amazing books written by women that I thought contributed to empowerment awareness. Three weeks ago, I found and read another one written by Nikki Haley entitled “With All Due Respect.“...

 

Monday, October 7, 2019

Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular—but...

 

Monday, September 30, 2019

Every year about this time I celebrate two milestone anniversaries. The first one, was the launch of my career in the financial services industry with Ross Perot in 1970. The second marks the year I became a financial advisor with New...

 

Friday, September 6, 2019

The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately 1.8% in August as trade...

 

Friday, August 9, 2019

I’m a longtime fan of literature written to empower women; an even bigger fan when that literature is written by empowered women; just plain excited when I find three of those books in succession in less than 90 days. It’s...

 

Friday, August 2, 2019

Dear Valued Investor: This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major...

 

Wednesday, July 3, 2019

Dear Valued Investor: Happy Birthday, United States of America! As we celebrate our nation’s birthday, U.S. leadership on the world stage remains in focus. We received good news on the global trade front from the recent G20...

 

Friday, June 28, 2019

Dear Financial Faithful, Sorry. It’s mid-year already and you haven’t seen a newsletter from me in 2019. I don’t think that’s happened before in the 42 years I’ve been writing the letter. For the past few...

 

Friday, June 7, 2019

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United...

 

Friday, April 5, 2019

April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index (for the last 20 years). On top of that, the S&P 500 had its best first quarter since 1998, and in March we celebrated the 10-year...

 

Friday, March 8, 2019

The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, with U.S. stocks notching their best start to a year since 1991. Stocks have climbed the “wall of worry” once again, but...

 

Friday, February 8, 2019

Dear Valued Investor: Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the United States, thankfully the weather has warmed up. Stocks followed a similar path, warming up...

 

Monday, October 1, 2018

Reimagining STARCARE Thank you for your very positive responses to our recent “Staying Positive” Newsletter. Your input encourages us to continue re-imagining STARCARE and keep it current and relevant. For us, the ongoing...

 

Saturday, September 1, 2018

We are made wise not by the recollection of our past, but by the responsibility for our future. - George Bernard Shaw This week, I begin my forty-third year as a financial advisor; six years before that I was engaged in data...

 

Sunday, July 1, 2018

This time of year and at this time in my of life, I'm reflective. Independence Day is one of my favorite holidays. My birthday, which falls around the same time, transports me back to my simple childhood and the joy of being a kid....