Chartered Financial Consultant


commentary

The Stock Market is not the Economy. My Thoughts on the COVID-19 Stock Market #4

The stock market often makes me crazy.  I’ve followed it as a professional since 1978, but it has fascinated me since I was 10.  I’ve learned to be patient.  I …

My thoughts on the COVID-19 Stock Market #2

Note: This commentary has been delayed because I need to receive compliance approval before I can send it. I will send my stock market/economy/whatever thoughts more frequently during the next …

UPDATE: TRUMP’S DARN TAX LAW

 Tax season is here. Ready? There were few new tax laws passed in 2019, but one is significant. As of January first of 2020, Required Minimum Distributions (RMD) from retirement …

December 2019 – Is a Recession Looming?

With all the talk about the LOOMING RECESSION, I thought I’d share some thoughts.  I know recessions are boring to read about.  They are also boring to write about, but …

SEPT 2019 COMMENTARY: 1969 – What a Year!

Nineteen Sixty Nine was a memorable year for me. I celebrated my twenty first birthday on the last day of Woodstock.  No, I wasn’t at the festival.  The mud on …

AUGUST 2019 COMMENTARY: The President is Due on Maple Street

“The tools of conquest do not necessarily come with bombs and explosions and fallout.  There are weapons that are simply thoughts, attitudes, and prejudices— to be found only in the …

Make the Stock Market Great Again

The stock market and the economy are not the same things, but they are often correlated. The President’s Tweets, on the other hand, frequently correlate with neither truth nor facts. …

Donald Trump’s Stock Market Delusions

I just finished listening to President Trump’s rambling and slightly crazed comments that preceded his declaration of a NATIONAL EMERGENCY.  Before getting to the poorly-delivered punch line, he reminded us …

OUR FEDERAL DEBT-YIKES!!

Those who know me well know that I’ve been a fiscal conservative since I was in high school. To me that means trying to live within a budget, even if …

Semi-Retired, Still

I started calling myself “semi-retired” in 2004.   I was sitting on a beach in Kauai writing my newsletter when I took a fancy to this concept.  Last month I …