Investment Strategy

The recent GameStop short squeeze and skyrocketing popularity of “meme stocks” among millennial and even younger investors illustrate how popular and fashionable it has become to not only invest in the stock market but take the reins of your own investments. Despite economic downturns like the 2008 financial crisis, the average American’s wealth has increased over …

How Democratization Is Paving A Path of Continued Growth in the Stock Market Read More »

With all the turmoil currently going on in our world, I thought it would be useful to get back to the basics. It’s essential to understand the different investment strategies and how they fit your goals, timeline and personality. Even as the world goes through radical changes, certain foundational principles hold true.  In my most …

Key Concepts to Unlock Investment Strategies Read More »

Not to oversimplify, but today’s investors seem to break into two camps that bring to mind that age-old tale of the tortoise and the hare. “Buy and hold” is the tortoise and “active investing” is the hare. While active investing has gained in popularity, it is important to remember who won that famous race. Buy …

Is “Buy and Hold” still an effective Investment Strategy? Read More »

As you know, investors are chasing companies that are developing cutting-edge technologies with the potential to help people cope with the pandemic’s massive disruption. From services that allow people to socialize and shop for groceries without leaving their homes to lifesaving pharmaceuticals and breakthroughs in vaccine development – transformative technologies are all increasingly desirable investments.  …

Why Innovation Has Created an Investor’s Conundrum and How to Adapt Read More »

Since late March, assets have appreciated wildly. Bonds appreciated so much, many yields are now effectively zero. Stock markets recently hit record highs. Even gold reached new highs. Yet, we are in a pandemic where much of the economy has been shut down. What is going on?  Clearly, the stock market thought that the economy …

Are You Ready to Catch the Wave? Read More »

The old saying, “Timing is everything,” certainly has applicability to market investing. For equities, “perfect timing” means going to cash right before a market downturn, holding the cash until the downturn hits bottom, then buying up all those cheap stocks right before the market heads back up. As the stocks regain their value, they might eventually …

To Time or Not to Time… The Market – That is The Question Read More »

“American exceptionalism” is the idea that the U.S. is qualitatively different than other nations. Scottish historian Richard Rose put it this way: “America marches to a different drummer. Its uniqueness is explained by any or all of a variety of reasons: history, size, geography, political institutions, and culture.” [1] The person most often credited with the concept …

Is ‘American exceptionalism’ still good for my business and investments? Read More »