Making the economy, markets, and personal finance less complicated

Michael, with the help of his investment team, share weekly thoughts on current economic and market happenings as well as things investors may be overlooking mixed with some personal financial planning guidance.

Recent Posts

  • Investment Strategy

    Asset Bubble Inflation 101

    Aug 27, 2020

    In my August 13th Market Commentary, I discussed the conditions that would be required to finally see a rotation out of the mega-cap technology stocks. This is…

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  • Investment Strategy

    But Will It Continue?

    Aug 13, 2020

    I know I sound like a broken record, but it appears that, once again, a market rotation could be underway.  The S&P 500 Information Technology sector reach…

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  • Investment Strategy

    Vees, Checks, and Convergences

    Jul 16, 2020

    For the markets as a whole, the summer has been pretty good. In the last three weeks, the S&P 500, Dow, and NASDAQ indices have all seen gains of over 7%, …

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  • Investment Strategy

    My Pandemic Portfolio

    May 14, 2020

    My friend and investor RJ Lewis provoked a discussion on social media this week.  He brought up a point made recently by Ray Dalio, the high-profile money mana…

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