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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 brother, the CMT (Chartered Market Technician) certification.  Each year, I attend the annual CMT Symposium in lower Manhattan and have the pleasure of learning from a plethora of intelligent, accomplished market technicians, analysts, and portfolio managers.  Referencing my Twitter feed, which I used to share my experience throughout the conference, for the first time ever, I thought I’d write this “Coach’s Corner” column and share some of the things I observed. read more…

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 a while, I’ll have a conversation with someone who is confused or frustrated about the fact that “the market” (usually defined by the S&P 500 or Dow Jones Industrial Average) might be up 10%, but maybe their personal account is only up 8%. The first question I ask is, “Are you invested 100% in the S&P 500?” read more…

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 from here in a few paragraphs, but I think we first need a refresher on a few lessons when it comes to investing. read more…