I was quoted in two articles this week. On Sunday, the New York Times published “When Gambling Seems Like a Good Investment“. The article discussed ways financial advisors deal with aggressive clients. It gave me the opportunity to highlight our behavioral approach. In this case, I discussed how
If you have been on the internet much in the last 20-ish years, you may have noticed the padlock symbol next to the URL in your address bar. Here's what it looks like in Chrome:

In Firefox:

In Edge:

You may have noticed this on your mobile device as well:
The last few months I’ve periodically pointed out some stress points that all investors should be wary of as the economic expansion and bull market approaches record length. While the Federal Reserve capitulated to the constant pressure from the president and Wall Street’s panic in the


Pressing Questions for Investors
The 4th quarter of 2018 was the worst quarter for stocks since the Financial Crisis, with December’s drop coming in as the worst since the Great Depression. The start of 2019 has seen nearly the opposite, posting the best start to the year
There are at least 15 candidates already lined up to compete for the 2020 Democratic Presidential nomination. The early entrants have either self-identified as Socialists or a lighter version of the economic strategy of taxing the “rich” at increasing rates to pay for new social programs for those




