Chartered Financial Consultant

commentary

My Thoughts on the Election and its Impact

   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 new Associate Supreme Court Justice and Evil Mitch

   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 #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 …

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 #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 #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 …

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 …

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 …

confusing chart

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 …