Observations from CMTA Symposium-2018

The minutia in the financial world is almost as confusing as the titles, certifications, and designations held by financial professionals in the industry.  Many have heard of the CFA (Certified Financial Analyst) designation, but most haven’t heard of its nerdy...

Coach’s Corner-Focus On Your Family Index

Do people care more about beating the market and chasing the biggest returns they can get? Or, do people really just want to keep the same standard of living, enjoy time with their family & friends and live the life they’ve saved and planned to live? Every once in...

Trump Tariffs-Round 2

Trump announced overnight that he wants another $100 billion in tariffs on China in order to counter the tariffs they levied against us because of the tariffs we put on them.  Whew… still with me?  I’m going to give you my opinion on where I think the market could go...

The Trade War

Every day, I turn the TV on that hangs on the wall in my office.  I have CNBC on all day long, and while the average person might think that having the volume turned all the way down might be strange, I do it for a reason.  The vast majority of what you see on the...