A Word With Elliot

Profiting During a “Bear” Market

Profiting During a “Bear” Market

I am always eternally bullish about long-term investing. With proper asset allocation that is both strategic and tactical, our clients mostly are profitable over time and in the “black” with positive, sometimes amazing returns.  We are living through some interesting...

July 4th and Your Financial Independence

July 4th and Your Financial Independence

Let me begin by wishing you a Happy July 4th, the day of the official signing of the Declaration of Independence, when we went from a colony to a country. Millions of Americans have died since 1776 to allow all of us to keep our freedoms and liberties, the greatest...

Happy Father’s Day From a Survivor

Happy Father’s Day From a Survivor

Father’s Day should be a positive day for dads throughout the year. Better than birthdays. Better than Christmas. Even better than your family vacation. All the attention of your family goes into this day. And for your children, all their attention shifts from...

Are we at the bottom of this market ugliness?

Are we at the bottom of this market ugliness?

We are beginning our Monday morning with lots of "red" on the board following last Friday's big sell-off. As your Fiduciary Registered Investment Advisors (RIA), we feel your pain and the pain of all our clients. The markets are looking for a bottom and are just...

We feel your pain, but don’t forget your opportunity

We feel your pain, but don’t forget your opportunity

There is no doubt that everyone who is currently invested in the equity markets is seeing their balances drop and some by as much as 25%. We fully understand how painful this feels. As I write this, Tesla has dropped by 40% in the last five weeks and PayPal has...

The US Bear Market Opportunity

The US Bear Market Opportunity

It doesn’t feel like March 2020 when Covid first hit us and the world closed its doors. It doesn’t feel like 2008-2009 when we had a mortgage meltdown and major stock market corrections. It still doesn’t feel like 2000-2002 when we had the “tech-wreck” and a Nasdaq...

Staying Positive in a Sea of Stock Market Malaise

Staying Positive in a Sea of Stock Market Malaise

Outside of the Energy Sector, this has not been a good year for individual investors, yet. This past month, April 2022, was the worst April in 52 years. To make matters more complicated, investors cannot run to bonds for safety because the rising inflation and...

Should ESG Products Be In My Retirement Plan?

Should ESG Products Be In My Retirement Plan?

April is the month created for Earth Day, although it might not seem as relevant today with a war going on in Europe. In case you didn’t know, Friday, April 22nd is International Earth Day.  For my first Earth Day, we were in Central Park in NYC to hear Simon &...

Ukraine, Inflation, and Your Money

Ukraine, Inflation, and Your Money

As the proverb goes, “May you live in interesting times.” This certainly isn’t being wasted on us.  The war in Ukraine has lasted longer than most have expected. The world came together with sanctions against Russia, but they have coalesced much better than anyone...

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