Videos
“Should I Roll My Old 401(k) to an IRA? Pros and Cons”
April 21st, 2023Many 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 […]
Continue ReadingStandard Deviation? Beta? Sharpe Ratio? How Much Risk Am I Really Taking in My Investment Portfolio?
September 12th, 2022Occasionally 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 […]
Continue ReadingDocuSign Shares Crumble: What Happens When the Earnings Growth Slows
December 20th, 2021DocuSign 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 […]
Continue Reading“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 […]
Continue ReadingAMC Movie Theaters and GameStop: Making Sense of the ‘Short-Squeeze’ Frenzy
February 23rd, 2021Late 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 […]
Continue ReadingIs It Time to Buy the Airline Stocks?
June 16th, 2020In 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 […]
Continue Reading“Putting a Price on UBER: Why It’s Practically Impossible to Value the Rideshare Company”
June 6th, 2019The 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 […]
Continue Reading“Floating Rate Investments: An Essential Part of Your Investment Portfolio Given Today’s Rising Interest Rate Environment”
November 10th, 2018Given 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 […]
Continue ReadingAre Junk Bonds Really “Junk”? What Place Do They Have In Your Investment Portfolio?
June 25th, 2018When 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 […]
Continue Reading“Is It Possible to Invest in the ‘Volatility’ of the Stock Market?”
November 19th, 2017North 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 […]
Continue ReadingDecoding Your Credit Score: How is Your Credit Score Determined and What Can You Do to Improve It?
May 8th, 2017If 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 […]
Continue Reading“Why Have Interest Rates Increased So Dramatically Over the Last Few Months?”
December 24th, 2016What 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 […]
Continue Reading“The Economic Collapse in Venezuela: A Country Teetering on the Edge of Disaster”
September 27th, 2016For 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 […]
Continue ReadingGold’s Big Move in 2016: What’s Behind the Increase in the Price of Gold Today?
July 22nd, 2016In 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 […]
Continue ReadingAre Negative Interest Rates Coming Our Way?
May 10th, 2016After 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? […]
Continue ReadingHousing Market News Video
March 31st, 2016Welcome 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 […]
Continue ReadingMohamed El-Erian warns about a day of reckoning
January 27th, 2016An 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 […]
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