2013 has truly been a year of political headlines and deadlines. We’ve been yanked around with market threatening troubles ranging from the fiscal cliff, to sequestration, to the government shutdown, ...

Happy Columbus Day, New Year’s and Birthday… Pop! What am I thinking? What am I doing?! I don’t “blog”! When I initially set this website up as part of my business and web presence…my web designer ...

...  with several non-profits such as Care for the Poor and Taller San Jose. This past year Matt was also elected to serve on the Board of Directors for the Seal Beach Chamber of Commerce. Lastly, he enjoys co ...

Are you ready for some surprises and wild finishes? That’s what March Madness brings each and every year! It’s also an opportunity to take a high level view of the current investment environment with ...

... do we sign up? Not so fast… Over the past five years this fund has lost -21% while the market has climbed +45%. Going further back (10 years) Hussman has lost -45% versus the S&P 500’s return of +51%. ...

... year to probate an estate. For these reasons, many people create estate plans designed to avoid probate. Wills and trusts differ in other respects as well. For example, since a trust is effective during ...

... relative to a rather lackluster and negative market environment like we’ve seen this year. Two other world-class stocks to consider right now are Boeing (BA) and General Dynamics (GD). All five of these ...

... that there is a lot to learn from the 2011 stock market year. Take a quick peak at the end of this article for a visual representation of how the markets did from May to late October in 2011 and 2015. ...

...  we’ve published over the past three years we clearly explained this day was overdue and would eventually arrive. It should be no secret that a market correction (technically defined as -10% or more) wa ...

... are often regretted for years. What adjustments did we make? Losses clearly hurt. Behavioral economists have studied the human brain and the emotions caused by loss. It’s been documented that people ...

... reporting, earnings have been down -2.5% year over year and also are lower -4.4% on revenues. The biggest data point that the Fed can use to justify a rate hike will be employment. If hiring doesn’t improve ...

... those “experts” claiming that this is a good time to buy Chinese stocks, consider the reality that they are still quite expensive. If you think our markets are frothy after a six-year bull market run and ...

... news source or preconceived notions that tell you otherwise. The irony is that some of the “smart money” could not have got the volatility prediction more wrong. In January of this year Scott Wren, senior ...

... or down? Markets like this present a textbook backdrop for what will be a sharp move in either direction. We have not seen the stock market trading in such a tight range at this point of the year since ...

... "! Check it out and sign up today!   Dear Mr. Market: How time flies! Our first letter to you was on March 20, 2013.   This marks our 100th article. Over the last two years we have covered a vari ...

... he year offers the financial media something to tease investors with. Here come all the headlines that tend to repeat themselves much like in the movie Groundhog Day. It begins with reminders of the suppo ...

... has changed over the years and so has the science and data behind what it takes to be intelligently diversified. Forty years ago studies revealed that about 90% of the diversification benefit could be ...

... line computer only to find out that you need to buy another one every year or two and to top of it off you have to pay a commission to the salesperson each time…who would possibly want that scenario?! ...

You don’t have to be a professional money manager to be aware that the swift decline in oil prices has been one of the most impactful financial headlines in years. As a matter of fact if you didn’t ...

... be? For the last several years investors have accepted the fact that interest rates are essentially zero and this portion of their portfolio warrants little to no attention. While this approach has been ...