I have always believed that education and learning is fascinating and important to further ones perspective. I never would have expected to get into finance and really knew nothing about it until I got to college. After my first finance course in college, I went home that night and researched as much information as I could about the subject. It was fascinating how vast and specialized certain areas of the financial world could be. It only took one night for me to be hooked, and it became very clear early on that money and financial matters were paramount to almost everything in this world. It was through this experience that I decided to pursue a financial career so that I could be involved and learn about so many different industries.
In this blog, I will attempt to take current financial issues, along with long term financial strategies, and educate the reader in a way that makes comparisons to real life issues that everyone faces. The goal is not to make predictions and give direct financial advice, but to relate financial topics to the reader so that they can better themselves or at the very least have a different perspective. I know finance can be boring at times and hope to make it more entertaining by intertwining opinions on current news, trends, and culture along with anecdotes from personal experiences that can be relatable to the reader.
After a year marked by many surprising moves and people taking on lots of risk with their investments risk management has become an afterthought. In fact, anyone practicing risk management has lagged significantly to those that have...Read More
With the S&P 500 clawing back all of its Covid-19 losses this week there have been a number of articles floating around discussing the new bull market and end of the bear market. 2020 has been a rollercoaster on so many different...Read More
One of the best things about being an advisor is reading what others in your field have to say about various topics. There is a broad array of information about many different things. Sometimes I read for curiosity and other times I...Read More
Business owners are constantly faced with decisions to make. Not only are they responsible for the success of the business but also the well-being of employees, family members, and stakeholders. Outside of all of the day to day...Read More
Every investor wants to make as much money as they can on their investments. Unfortunately, not every investment works out and there are going to be some losers along with some winners. Even the best investors will have investments...Read More
We are now 24 hrs past the tweet storm heard round the investing world in which Elon Musk sent numerous tweets discussing how he was considering taking the company private at $420 a share with funding secured. I am not here to debate...Read More
It seems that you can’t go a single day without some reference to “fake” news or some claim that gets written off as a fake. In fact, it has proliferated our daily lives so much that it is hard to know what is real...Read More
As we enter the heart of corporate earnings season and the season for two of my local sports teams, the NY Giants and NY Yankees are over, I thought it was a good time to reflect on the similarities between sports and stocks. There...Read More
Last week my wife and I decided to get our wood floors refinished. Before we could get the people in to work on the floors we had to move everything out of the rooms and closets. For those of you who have done a house project or even...Read More
I have been a professional investor for the last 13 years and ever since I was first exposed to the idea that your money can make money in college I have been absolutely fascinated by investing. In fact, I am always trying to look at...Read More