Financial Planning Resources

Hope this note finds you and yours safe, healthy and enjoying the summer as we close in on the end of July. As your morning notes covered last week, markets…

Remember the rampant concern about the impending doom over Brexit? Well, uh, never mind. The terrible headlines the morning after are two weeks old, or 488 media years – whichever…

Warnings? My Dad served in the Navy. He was second in charge of a nuclear sub in his final year of service. The phrase “look out below” comes from the…

Markets continued above breakout range even as the pause later last week saw volumes fall. This is likely more caused by the simple fact that it’s summer. Indeed while we…

Hope this note finds you all well and prepared for a relaxing summer weekend. Sadly, we must start yet another note a send of prayers to all those affected by…

Boy did I have that one wrong. The idea that we might have back-to-back weak jobs reports was blown out of the water right after I hit the send button…

Do you ever notice how tough it is to really feel what it was like on 9/10, the day before the 9/11 attack on America? So often now we move…

So often when it relates to markets or investing, we hear the word “surprise” it almost sub-consciously takes on a negative feel. We have been trained by the frenzied process…

As the summer haze thickens and the chatter of Brexit and its various fallout risks blends into a dull headache, we can be somewhat assured that summer chop is set…

As covered for you last week, forward earnings are picking up and have been for weeks now. Let’s stay patient though – I suspect that is unlikely to make a…

I have noticed that volumes slacken in stages as the summer haze rolls onward in a normal summer. The next stage tends to kick-in right after the July 4th break…

Welcome to the second half. Clearly markets have provided a nice bounce-back from the panic activity related to Brexit. It is nice to see as the crowd takes an emotional…

Have you ever noticed that all past corrective periods are described as opportunities while all future corrections are defined as risks? We are living through yet another one of those…

This is just a quick note regarding my recent quote on “The Street”. They wrote an article about credit card debt and wanted some insight so we gave them some!…

What a weekend. Trying to review all of the experts’ opinions this weekend is a wasted effort. Besides it immediately places ones mindset into a failure state: the state of…

Welcome To Summer Swoon 2016 Has anyone seen a country lying around here? I jest – sort of. While my intent is not to make light of Brexit’s results, I…

More wasted ink, wasted energy and wasted time. Brexit will soon be in the trash bin of threats that have come across the pathway, always taking too many off course….

On the eve of “the vote”, I thought we should possibly step back and recognize again what is not happening. Though we have repeatedly been witness to multiple reasons to…

The big houses on the Street are all chiming in with thoughts on the latest chamber of doom: the upcoming “summer of discontent”. Seems there is a growing “perception” that…

Back in late January as oil was bottoming, your morning notes suggested that with all the experts now espousing the mortal risk of deflationary clutches, we should be on the…