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Aug 29, 2017

Is there any such thing as the perfect investment or the perfect way TO invest? Modern Portfolio Theory has dominated the investment management scene for decades, but does it always work? No it doesn’t! It has generally lagged the S & P, and we’ll explore why! 


Aug 28, 2017

It’s a LARRY KUDLOW MONDAY! The former Ronald Reagan economist and syndicated talk show host talks money, politics, tax reform, and more with well known guests from Washington to Wall Street!


Aug 25, 2017

We all want investments that only go up, never go down, cost very little to own, pay great income, and keep taxes to a minimum. We also know that there is no one investment that can do all of those things. That’s why you allocate and diversify your assets into categories by the function you need the investment...


Aug 25, 2017

Stocks for six large food retailers, including Kroger and Wal-Mart Stores, lost around $12 billion in value in a matter of hours on Thursday after the announcement that Amazon will be going on a price cutting spree storewide beginningMonday! We'll find out what Kroger and other grocers will be doing to compete what...


Aug 24, 2017

3 big banks--HSBC Holdings , Citigroup Inc. and Morgan Stanley are seeing mounting evidence that global markets are in the last stage of their rallies before a downturn in the business cycle. What evidence are they seeing? We’ll tell you all about it!  then CPA Nick Stefaniak is in the house with some very timely tax...