Bear Market?


Leading Indicator Watch | December 14, 2018

Words we are tired of at the office:  Tariff and volatility.  Before I publish my weekly blog, Market Thoughts, let’s look at the leading indicators to wrap up the...

Leading Indicator Watch


3 Keys to Retirement Planning

Retirement planning should not be taken lightly. Consider for a moment having to go back to work years after retiring, but having to accept a lower payscale because you...

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...