A Word With Elliot

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...

You Need More Than Luck to Create Financial Success

You Need More Than Luck to Create Financial Success

The month of March brings us St. Patrick’s Day. Some folks feel lucky and wear green, being respectful to those who celebrate this day. Many of us will actually eat corned beef and cabbage in Irish solidarity, whether we are Irish or not. This month is also a time to...

Global Anxiety Creates Equity Markets Anxiety

Global Anxiety Creates Equity Markets Anxiety

Market Updates I am receiving phone calls and emails on a regular basis from worried clients and prospects that their accounts are down. This slide began back in October, and they aren’t wrong to be concerned. The Growth Sector, particularly the Technology Sector, has...

Happy President’s Day 2022!

Happy President’s Day 2022!

Time to Celebrate or Go Shopping? What strange times do we live in where President's Day means both? For the traditionalists, Monday, February 21st marks President’s Day. It’s the day we originally celebrate our first President, George Washington, and later our 16th...

For Love and Money

For Love and Money

We are just a short throw away from Valentine’s Day, the annual day that dedicates Hallmark Cards to love, chocolate, and roses. We either love this day or hate this day. Whether you think this holiday is overrated or not, it still brings up the question of, "How do...

The Markets Are Still Correcting: Hang In There!

The Markets Are Still Correcting: Hang In There!

Market Updates Are you ready for the most interesting investment year since 2009? Are you ready for three or more interest rate hikes driving bonds down for the year? Are you ready for 10% or 20% market corrections, maybe even more than once in 2022? Are you ready for...

This Week’s Roller Coaster Equity Ride

This Week’s Roller Coaster Equity Ride

Market Updates Are you ready for the most interesting investment year since 2009? Are you ready for three or more interest rate hikes driving bonds down for the year? Are you ready for 10% or 20% market corrections, maybe even more than once in 2022? Are you ready for...

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