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.

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  • Stock Market

    The Nifty FAANGs

    Jun 25, 2020

    At the risk of sounding repetitive, I feel compelled to revisit a trend that has been remarkably consistent and powerful over the past several years. A small n…

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  • Stock Market

    Closing the Gap

    Jun 19, 2020

    It appears that the S&P 500 has settled into a trading range after making a run at its all-time high earlier this month.  The index currently sits about 8%…

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  • Stock Market

    Are You a Bull or a Bear?

    May 7, 2020

    There are two prevalent views on Wall Street and Main Street: Bulls, who view the huge amount of liquidity from government stimulus checks, loans and spending,…

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  • Stock Market

    Beware of the Complacency!

    Apr 30, 2020

    Stock prices are "melting up" again.  The S&P 500 is up a staggering 34% since the low about 5 weeks ago.  The strong bounce is based on hopes for a speedy…

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  • Stock Market

    Volatility Reigns!

    Apr 20, 2020

    Stocks met a significant milestone this week as the S&P 500 retraced over half of the losses sustained in the coronavirus sell-off.  As I write, the S&…

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  • Stock Market

    Market Thoughts in the Time of Pandemic

    Apr 9, 2020

    Before I share my thoughts on markets, investing and the economy, please know that all of you, our clients and thousands of weekly subscribers, are very much i…

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