David talks about behavioral investing and why you should take whatever you read or hear in the main stream financial media with a grain of salt. He also gives a brief history of global stock exchanges.
Read More...
David describes how global markets are divided into regions based on market cap, geography and economic size.
Read More...
David looks to the market and market participants for insight into a possible direction for equities.
Read More...
In this follow up interview, David explains how he helped his clients avoid big losses in their portfolios during the market turbulence in 2007/2008.
Read More...
-David discusses retirement issues facing baby boomers including how to invest and overcoming inflation. He also talks about real estate as an investment to combat the erosion of purchasing power caused by inflation. He then finishes up his discussion of annuities and relates an evaluation of President Obama’s recent speech about the auto bailouts.
Read More...
David discusses retirement issues facing baby boomers including how to invest and overcoming inflation. He also talks about real estate as an investment to combat the erosion of purchasing power caused by inflation.
Read More...
As we’ve discussed in the past, our portfolio construction is built around finding the right mix of investments that strike a proper balance between risk and reward based on the unique circumstances of each of our clients. We stick to this philosophy regardless of market conditions, so we’ve never felt the need to try and predict the future.
Read More...
David discusses broad market themes for 2011.
Read More...
In this publication, we are going to take a macro view of the domestic economy and the U.S. equities, bond and commodities markets. Then we’ll take a look at specific sectors and industries within the equities market that we feel bear watching.
Read More...
David identifies and evaluates trends that may be pointing toward a correction in global equity markets.
Read More...
-David discusses what’s really behind the unemployment figures and disects investing during the “Lost Decade.”
Read More...
David evaluates the current state of the market including the recent correction, investor sentiment and global moving averages.
Read More...