Videos

“Should I Roll My Old 401(k) to an IRA? Pros and Cons”

April 21st, 2023

Many financial advisors will immediately suggest rolling an old 401(k) from your previous employer into an IRA (Individual Retirement Account). Oftentimes this is a great move, strictly based on the […]

Standard Deviation? Beta? Sharpe Ratio? How Much Risk Am I Really Taking in My Investment Portfolio?

September 12th, 2022

Occasionally in the investment advisory business I have a discussion with a prospective client where the individual is looking for justification on the merits of working with an investment […]

DocuSign Shares Crumble: What Happens When the Earnings Growth Slows

December 20th, 2021

DocuSign Shares Crumble: What Happens When the Earnings Growth Slows Over the past year-and-a-half since the onslaught of the global Covid-19 pandemic, we’ve seen the share prices of a variety […]

“Why are Real Estate Investment Trusts (REITs) Off to Such a Great Start in 2021?”

June 22nd, 2021

“Why are Real Estate Investment Trusts (REITs) Off to Such a Great Start in 2021?” With almost half of 2021 now behind us, both domestic and global stock markets […]

AMC Movie Theaters and GameStop: Making Sense of the ‘Short-Squeeze’ Frenzy

February 23rd, 2021

Late last month we saw the share prices of a handful of US equities make dramatic moves in unprecedented trading volume that was the first in my career and truly […]

Is It Time to Buy the Airline Stocks?

June 16th, 2020

In spite of the massive run-up in US stocks over the past couple of months (the S&P 500, unbelievably is down only a hair now in 2020), there is one […]

“Putting a Price on UBER: Why It’s Practically Impossible to Value the Rideshare Company”

June 6th, 2019

The dividend discount model. Free cash flow to equity. Free cash flow to the firm. Comparable price/earnings multiples. All of these heavy math valuation models are some of the […]

“Floating Rate Investments: An Essential Part of Your Investment Portfolio Given Today’s Rising Interest Rate Environment”

November 10th, 2018

Given today’s tumultuous investment landscape, one trend is certain: interest rates are on the rise. With the US Federal Reserve raising rates 3 times already in 2018 (with another one […]

Are Junk Bonds Really “Junk”? What Place Do They Have In Your Investment Portfolio?

June 25th, 2018

When the word “junk” comes to mind, what pops into my head is something worthless that adds no value. Agree? In the investment landscape there is a type of fixed-income […]

“Is It Possible to Invest in the ‘Volatility’ of the Stock Market?”

November 19th, 2017

North Korean missile launches. Devastating hurricanes and floods slamming into the US. Interest rates appearing to be finally on the rise. President Trump’s uncertain economic and political agenda. A US […]

Decoding Your Credit Score: How is Your Credit Score Determined and What Can You Do to Improve It?

May 8th, 2017

If you are like me every month, you open your most recent Discover Card statement (who provides your FICO credit score free of charge) and are eager to check out […]

“Why Have Interest Rates Increased So Dramatically Over the Last Few Months?”

December 24th, 2016

What is going on with interest rates? Over the past several weeks we have experienced sharp up-ticks in interest rates that have not been seen since 2008, right before the […]

“The Economic Collapse in Venezuela: A Country Teetering on the Edge of Disaster”

September 27th, 2016

For a country with the world’s largest proven oil reserves, the economy in Venezuela has been in a disasterous economic spiral over the past 3 years. Things are so bad […]

Gold’s Big Move in 2016: What’s Behind the Increase in the Price of Gold Today?

July 22nd, 2016

In this CNBC video, “More Gains Ahead for Gold Miners,” gold analysts Larry McDonald with ACG Analytics and Craig Johnson with Piper Jaffrey give their opinions on where the price of […]

Are Negative Interest Rates Coming Our Way?

May 10th, 2016

After the Great Recession, quantitative easing, a housing market meltdown, Lehman Brother’s shutting down and numerous other dramatic economic events over the past several years, what could possibly be next? […]

Housing Market News Video

March 31st, 2016

Welcome to this version of “Financial Videos,” where I comment on investment, economic and personal financial planning topics relevant to everyone! This week’s Financial Video is a housing market news […]

Mohamed El-Erian warns about a day of reckoning

January 27th, 2016

An Economic Analysis Article Worth Reading There are a small number of economic and financial market prognosticators/forecasters who when they speak, it’s a good idea to listen. The chief economic […]