Tis the season when financial institutions provide their forecasts for the coming year.  Several firms have already published their...

When markets and headlines become concerning, as they do just about every few months, remaining calm can be difficult – but is essential...

Tis the season of gratitude. Thanksgiving is perhaps one of the most underappreciated holidays, but most needed. Studies have shown that...

It is human nature to focus more on the present than the future, which is in line with our basic instinct of survival. We focus on the...

Recently the Wall Street Journal ran with a headline about “Quadruple Threats”1 to the economy. Not to be outdone, on the same day,...

Why is it that many investors feel the urge to time the stock market? Since 1950, stocks have been in a bull market 83% of the time –...

As the kids go back to school, it is a good time to review the ABCs of successful investing. A – Adjust Your Expectations Expect that...

Investing may be simple in principle, but it isn’t easy in practice. Markets and economies are fraught with uncertainty, constantly...

Let’s say your friend came back from the future and shared a glimpse of stock market performance. He said that 3 months from now the...

Since early last year economists, market experts, and even corporate CEOs were predicting a recession for this year. Most of them said it...

Last month a bold and concerning prediction showed up in popular social media feeds: “Sell Your Stocks and Move Your Money Before May...

Mark Twain said, “Never let the truth get in the way of a good story.” It might be more applicable today if he said, “Never let the...

Many investors today unknowingly act like speculators. How do I know this? Because they are more concerned and influenced by short-term...

Considering recent events, it seems appropriate to reiterate my advice on the topic of banking, cash management and having an adequate...

We are generally in the pursuit of more. More income, more recognition, more opportunities, more happiness etc... Because “more” often...

Climbing the wall of worry is the tendency for markets to rise despite always have something to worry about. And 2023 is no exception....

Year-to-date, the stock market is down 20-25%. Bonds are down 15% and the supposed inflation-fighting asset class of gold is down 10%....

Bear markets, like large grizzly bears, are often associated with fear and running for safety. These feelings are often exacerbated by...

For centuries mankind has been searching for happiness. Regardless of culture, social status, or beliefs it seems that we are all...

Sometimes investing is easy, sometimes it is more difficult (like the start of 2022). The last decade, except for a handful of temporary...