Syria and the Market

The situation in Syria has gone from bad to worse over the last few weeks. The U.S. and allies are preparing for a possible military strike against President Assad’s regime in a country that has been torn apart by a brutal civil war. …
Why Staying the Course is The Best Route

Remember 2008? Some of us kept our eye on the ball and maintained our long-term investment plans. Others panicked and went to cash, thinking that it would protect them from downside risk, and waited until the market “normalized” before they dove back …
The Retirement Salary®

The Retirement Salary® is our proprietary retirement income strategy. It is not an annuity or commission-based product. It is designed to provide retirees with a steady, predictable income while allowing the portfolio to continue growing over time. Please view the …
Great Divide: The Economy and the Stock Market Disconnect

If economic growth is so anemic, why are stocks so robust? This is the number one question I get these days, and for good reason. After all, since mid-2009 the average annual growth of the economy, as measured by growth of …
Benchmarks and Investor Psychology

Growing up on the east coast, your perception of Texas is what you might see in old John Wayne westerns. When I told my friends and family I was planning on moving here, I could see wild visions floating through …
The Annual End of the World

There are millions of intelligent people in this country (don’t laugh- seriously!), many of whom invest their money in the securities markets. Why, then, are there so few genuinely successful investors? In my opinion, the answer is simple – they …
How Much Farther Can It Go?

As I write, the Dow Jones Industrial Average has closed at over 14,397, a 120% increase since its bottom of 6,547 at the market’s nadir exactly four years ago on March 9, 2009. Countless articles are being written on the …