Weekly Brief
Seasons
Now that Halloween is over, the holidays are officially started. Although Home Depot, Walmart, Target, Lowes, and every other box store thought the Christmas season started in August. When I was a kid, Halloween was always a blast. Weeks earlier, my mom would start...
Risk Management, You Say – Main
A few weeks ago I was rereading Joe Coulombe’s autobiography, Becoming Trader Joe: How I Did Business My Way and Still Beat the Big Guys, when I came across this quote: “Risk management,” you say? Risk management is asking, “What am I risking if I say yes; and what am...
Life is One Long Hike
While in Maui this past week, one activity we all enjoy doing is hiking in the upcountry on beautiful trails with terrific views. However, the more challenging trials may include steep climbs, dark areas of heavy vegetation growth, and of course, mosquitoes. A...
It's Beginning to Look a Lot Like…
The holiday season is near and in this Weekly Brief we review projections for holiday sales this season. The stock market has started the fourth quarter with a bang and we discuss what will be needed to continue this rally.
This Too Will Pass
In 1982 I was hired by Mass Financial in San Francisco, which started my career in the investment and financial planning business. The year before, President Reagan signed the Economic Recovery Tax Act (SERTA) in 1981, and the Federal Reserve reversed its rate decline...
This Too Will Pass
History has many experiences of the Dow Jones Industrial Average selling off and entering new bear markets (down > 20%). However, the Dow Jones has always recovered from a selloff and in many situations rallied to new highs within 24 months. In 2020, the Dow Jones...
Is Party Over for Real Estate?
Yesterday the National Association of Housing Builders (NAHB) released its monthly index report on the survey to respondents in their organization on their views of the housing industry. For the ninth consecutive month, the index had declined and is now at its lowest...
Is Party Over for Real Estate?
Is the housing market on track for another bust of declining home prices and high vacancies? Listen in this Weekly Brief our review of this week’s National Association of Housing Builders and our view of the future of the residential housing market.
Thoughts From Industry Leaders
I am at the Advisor Circle Future Proof conference in Huntington Beach, California. Attending is over 1500 investment advisors with a lineup of seasoned speakers from national and international financial companies. Over these past three days, I have attended sessions...
Thoughts from Industry Leaders
This week I attended the Advisor Circle Future Proof conference in Huntington Beach, CA. In this Brief I review comments from key speakers on the economy and stock market. Hint, they are not panicking.
Longer Perspectives
The saying is the stock market rises like a staircase and drops like an elevator. Listen in this Weekly Brief why we remain optimistic and propose patience over panic as your investment strategy.
The Children of Wall Street
Driving home from church this past weekend, I had our 6-year-old granddaughter, one of 10 of our grandkids, in the back seat. Suddenly she starts crying. "What's wrong honey?". She cries out, "I'm starving and thirsty!" We're driving on the back roads to our home, and...
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