Category: Investing

Our approach to investing, and opinions about investment strategy and new financial instruments.

This run won’t last forever!

Now just might be the optimal time to rebalance your portfolio! US stocks have been on a tear for ten years now. The value of your investment account is close to an all time high. It’s natural to resist selling something that has gone up for so long. But, the past ten...

Quiet Before the Storm

Has anyone noticed how quiet the financial markets have become since the Q4 2018 stock market drop and subsequent Q1 2019 rebound?  In fact, the S&P 500 is back up to the highest point ever reached in September 2018.  Further, since September 2015, the...

Don’t MISS Out by Clowning Around!!

So far in 2018 the US stock market is in the same place that it was at the end of 2017. Here’s what starts to happen.. Investors begin to get impatient They are tempted to chase after the returns of whatever investment is in favor at the moment, after all, it must...

Q1 MLP Outlook

I wanted to pass along the positive Q1 2018 MLP outlook commentary from Dewitt Capital Management. Also, an article in Barron’s that shines a light on the state of MLPs. ” After an unexpected headwind this quarter, MLPs are starting to turn the corner...