Debbie Downer


Debbie Downer | December 7, 2018

There is always one at the party that talks about their foot fungus and starts a wave of negativity… Debbie Downer visited the Bull Market Party last week! Optimism...

Manufacturing and Services


Leading Indicator Watch | December 7, 2018

When discussing the markets lately, one word >volatility< has entered every conversation.  In spite of market volatility, there are still some positives coming out in the form of market...



4 Benefits of a SEP IRA

When you are self-employed, you have several options in tax sheltered retirement plans. Here are 4 key benefits of using a SEP IRA: First, you may defer income at...

yield curve


Ole Reliable | November 30, 2018

Historically, an inverted yield curve has been a reliable indicator of a recession. Is there a reason it may not be as accurate this economic expansion cycle? Ole Reliable...


Leading Indicator Watch | November 30, 2018

  Market volatility continues to be the lead story in the Markets while Consumer Confidence continues to decline.  My blog, Market Thoughts, this week will focus on the yield...

Solo 401k


3 Benefits of a Solo 401(k)

When you are self-employed, you have several options in tax sheltered retirement plans. Here are 3 key benefits of using a Solo 401(k), also known as an Individual 401(k):...

Geopolitical outcomes


Geopolitical Outcomes | November 23, 2018

Geopolitical risks always persist, but currently, they are directly impacting economic viability. What are the likely outcomes? G-20 While the focus should be on the G-20, the US and...

Leading Indicator Watch


Leading Indicator Watch | November 23, 2018

Stories in three key market indicators this week, show signs of skiddish investors and consumers at a vital time of year for consumption.  Click here to view my latest...

Traditional IRA


3 Keys to a Traditional IRA

As a long time funding option, Individual Retirement Accounts (IRAs also known as individual retirement arrangements) evolved in recent years to become more practical. Here are a few key...

Brexit Turmoil


Brexit Turmoil | November 16, 2018 | Market Thoughts

After a year and a half of worrying about Brexit, a deal has been reached. Turmoil around the EU is not decreasing… Brexit While a deal has been reached,...