Broker Check

Newsletters

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...

 

Show All

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....