Bitcoin has been getting a tremendous amount of media attention lately. See our post for an interesting interview with Cameron Winklevoss and a recommendation for a good book on the subject.
We continue to warn clients about risk to bond funds when interest rates rise. In this article, Morningstar discusses funds that may be especially vulnerable.
Elon Musk’s TESLA auto company is an enormous success. However, the company is burning cash at a furious pace and may need to dilute shareholders by issuing more stock. These are two reasons why we’re cautious on TESLA stock — Bloomberg clearly lays out the issues in this article…
Initial public offering (IPO) activity has picked up, riding along with the stock market’s positive performance in 2017. In this IBD story, Bryan Anderson, Market Strategist for Beck Capital Management says being highly selective is still key for successfully investing in IPOs, as several widely touted companies like Snap and Blue Apron have disappointed investors…
For over two years we have been warning of the very elevated risk in bonds. Today former Fed Chairman Alan Greenspan acknowledged this risk.
In this report we discuss Congress’ progress on the reform agenda, market valuation, and several of our investment themes for the second half of 2017.
According to new artificial intelligence data, the best time to book airline tickets online is no longer Tuesday.
As The Points Guys says, when booking airline reservations for the best price always check the carriers, in addition to Google Flights and the credit card travel portals.
This week we discussed Amazon’s blockbuster $13.7 billion acquisition of Whole Foods. We expect the Amazon transaction will have far reaching effects on the grocery and restaurant sectors, and perhaps other areas in retail as well.
Many of our clients have questions about Social Security. It is a fact that women often outlive their spouses, yet many are unaware of the Social Security benefits to which they are entitled. Here are the top 10 Social Security benefits for women. Please contact us if you would like to discuss how these benefits affect your retirement planning.
This week we discussed exciting developments in cancer therapy at the ASCO conference, and the new tools we’re using to track them. We also talked about group rotation, and the possibility of new market leadership if the Tech sector cools.
We were pleased to host events in April at Austin Country Club and Steiner Ranch Steakhouse for over 100 clients and guests. We discussed the dangers of passive investing for those within 10 years of retirement, our outlook for bonds & equities, and our current strategic positioning for growth and income. Click through if you would like to view the slides from the presentation.