Steve’s Blog

Most people have a primary source for their investment advice and ideas, whether it’s a friend, a relative, a newspaper or online columnist, a stockbroker, an advisor or a planner. But, I believe, too many people are far too casual about where they turn to for advice....

It really breaks my heart when people don’t plan ahead. Why? Because it's so easy to do. You don’t fix your roof when it’s raining, you do it when the sun is shining. You've worked twenty, thirty, or forty years to be where you are now. How will you make sure your...

The year 2020…by all accounts… will go down as one of the craziest and most stress-filled years of all time. That said, many people are faced with the act of retiring this year, either by choice or by pink slip. So, here's the question: Is this a good time to retire,...

Have you decided if you really have enough money to retire? How much do you need? A million? Two million? More? If you're like most people with money in the market--and big decisions to make, you are justifiably concerned. The market is rising to record heights-- just...

Realities of A Biden Presidency One of the most impactful--but least discussed parts-- of the recently released Biden tax plan is the elimination of the step-up-in-basis upon death. Many American families have enjoyed the ability to pass on appreciated assets like the...

As government debts explode to even more dangerous levels, here’s the reality:  bond rates will likely need to stay low because politicians keep spending your money and mine without any apparent regard for future generations. They seem to have discovered that low...

Markets rise, fall, rise, fall, and then rise again. When long term bull markets hit their peak and then fall into a BEAR market, it tends to expose investors who were just "playing" the market instead of taking it seriously. Throughout history, the worst bear markets...

Everybody wants to make money in the stock market. And, to an equal or maybe even greater degree--almost everybody hates LOSING money in the stock market! This year, 2020, will go down as one where we got a big taste of both. A Taste Of Honey, A Taste of Vinegar As...

Bull markets occur because more people buy near the top of a market than the bottom. Bear markets occur because more people SELL near the bottom, than near the top. How can investors navigate volatile markets while remaining calm through all types of financial...