March Madness

March Madness

How is your bracket doing? Before the ACA Repeal and Replace plan hit the court last week, it already looked like its odds of passage were longer than Mount St. Mary's chance to win the Men's NCAA Basketball Tournament on April 3rd. We all know that this is just the first pass in a long negotiation, however, you had to think that the odds were ... [read more]

How Geopolitical Forces Influence Markets

How Geopolitical Forces Influence Markets

In our post-Cold War world, geopolitical developments have become larger and more frequent—and because these developments affect market and currency prices, investors need to navigate them.Those of you who follow my commentary know that I often speak of fundamental value as the tide that inexorably pulls prices toward it over longer-term time ... [read more]

One Audacious Move that Set Me Up for Success

sydney australia

It was the biggest career risk I had EVER taken!2004I was convinced we had entered the Chinese Century and a Resource Boom of note was about to ensue … I took a MAD plunge.I moved my young family across the world to --->Sydney, Australia…In what seems all but farcical now, I would sit in coffee shops around the city with a ... [read more]

Center Stage

Center Stage…

While politics and the new government’s agenda is still very much in the news, investor interest last week shifted to the bigger picture.

Dividend Paying Stocks

A Different Way to Look at Dividend Paying Stocks

Wall Street is full of worn-out phrases and one of them is “dividend-paying” stocks. Yes, some stocks pay dividends and others do not, but it seems as if money managers think that dividend-paying stocks are what investors want in retirement and approaching retirement.

which way to go

Which Way To Go?

The equity market’s rate of divergence shifted into a higher gear last week as rising rates, changes in Washington and OPEC decisions caused hundreds of billions of dollars to find new homes.

Wait Until You See Your

Wait Until You See Your…

There will be surprises on both sides of the return spectrum—as equity and alternative assets will post solid gains, while bonds will get punched.

If they build it

If They Build It…

The U.S. economy continues to fire higher as evidenced by last week’s strong list of economic… [read more]

secrets to managing the bulge

Secrets to Managing the Bulge

There is a time and place for everything, and one must constantly look to manage the bulge. This applies to personal health, as well as finances.