Don’t get too accustomed to those big commission checks. That’s what my old manager at regional brokerage house Morgan Keegan used to tell me. I was less of a cold-calling stockbroker and more of a financial advisor. Still, every now and then I’d field… Read More

It’s a momentous day. My broker is finally paying 0.25% on money market assets held inside my various accounts. Believe it or not, that’s more generous than it used to be. It’s also above (just barely) the national money market average of… Read More

September 2019 Update Shaquille O’Neal. NBA basketball legend. Celebrity Spokesman. Comedic Actor. Financial Advisor. Okay, that last one is a recent development. You might have seen the internet video clip earlier this month in which Shaq shared his favorite… Read More

I want to begin by showing you a stock chart. Let’s not beat around the bush: it belongs to my featured recommendation below. But let’s not skip ahead just yet. As you can see, the past few years have been painful for stockholders. Since… Read More

August 2019 Update The market is always driven by either fear or greed. Right now, fear holds sway. There is a global flight-to-quality underway that has investors seeking shelter in government bonds, the safest of all harbors. As we… Read More

Don’t get lulled into a false sense of security. Yes, it’s been an amazing run for the markets this year. The 17% surge in the Dow Jones Industrial Average since the beginning of 2019 has made us forget all about the market’s woes last… Read More

July 2019 Update Sell in May and go away? The benefits of that well-known market axiom are a bit dubious. Only time will tell if the strategy proves to be effective in 2019. But thus far at least, it… Read More