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The Benefit of Bad News
During every bull market, there is no shortage of commentators predicting the imminent end of the rally. These bearish forecasts often receive significant media attention, fueled by concerns over geop... ...more
Weekly Brief
June 03, 2026•6 min read
How to Retire in Five Years with a Million Dollars Today
In the past year we have had several clients retiring from their professional career. Most were clients for more than five years and some several decades. Back in 2019, nearly all of them asked the... ...more
Weekly Brief
May 20, 2026•6 min read
Employees Earning More but Less Getting Hired
The US economy is still recovering from the significant whipsaw impact caused by the pandemic and related government restrictions on businesses and society. Last week the Bureau of Labor Statistics re... ...more
Weekly Brief
May 13, 2026•3 min read
Housing Market Still Slow But Stable
In 2022, the Federal Reserve launched an aggressive series of rate hikes to curb inflation at levels ...more
Weekly Brief
May 06, 2026•3 min read
Recovery Rally Building Momentum
Most major U.S. market indices have staged an impressive rebound since establishing their lows on March 30, 2026. The S&P 500 has now moved back into a technically solid bullish trend, with its 20-da... ...more
Weekly Brief
April 28, 2026•7 min read
Gambling is not Investing
Throughout my career, I’ve often heard people argue that the stock market is rigged, corrupt, or tilted in favor of wealthy, well-connected investors. Many believe the average individual has little c... ...more
Weekly Brief
April 22, 2026•8 min read
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