Chartered Financial Consultant


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My Thoughts on the COVID-19 Stock Market #6

Trump’s Stock Market Is the Greatest Since…Barack Obama’s Note: My commentaries are written about a week before you receive them because I need to receive compliance approval first. Feel free …

My Thoughts on the COVID-19 Stock Market #5

Considering… Note: My commentaries are written about a week before you receive them   because I need to receive compliance approval first.  Feel free to contact me at work (916-444-2233) or …

My Thoughts on the COVID-19 Stock Market #3

   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 …

My Thoughts on the COVID-19 Stock Market #1

Perhaps you’ve noticed that the stock market has been a bit volatile lately.  I‘ve noticed it too and thought you might want to know my thoughts. I’m writing this Sunday …

JULY 2019 COMMENTARY: Forty Years of Being an Investment Guy

I’m a numbers geek.  Numbers that end with a zero titillate me.  Recently I noticed the date July 9, 1979 on one of the many registrations I’m required to post …

WHY I HAVEN’T BEEN WRITING COMMENTARIES LATELY

It’s been four months since I sent out my last commentary, and I’m mildly concerned.  I started writing a four-page paper newsletter in 1994.  Fourteen years and forty- five issues …

STOCK MARKET VOLATILITY AND YOU

Wow. These last two weeks have been an amazing ride for the stock market. The Dow Jones Industrial Average (an index of 30 large domestic stocks) did the following, starting …

Am I hysterical about the new tax law?

Not at all. What is “hysterical” squared or cubed or quadrupled? I’m closer to one of those. Blame Congressional REPUBLICANS and our __________________ (fill in the blank) President. They did …

Maps

In the age of GPS we rarely see The Big Picture. Recently I was driving from San Antonio to Dallas and decided to take “scenic” Texas back roads. I tried …

Trump’s Stock Market Rally?

Yes, the stock market has gone up by 9%* during Donald Trump’s first six months in office. In a recent tweet, he seemed to take personal credit for this occurrence. …