New Commission Discount and Barrons Article on Banks

Hello Everybody, I hope that you all had a nice weekend.  I just wanted to let you know that as our firm grows in size, we continue to leverage that with TD Ameritrade to get your costs lower.  Options are only $1.25 per contract now, which is about a 17% discount from the $1.50 we […]


Recorded Webinar – Approaching Today’s Market

Below you’ll find a link to today’s recorded webinar.  I’d strongly suggest that you take the time to watch it.  It is very important to understand that most of the market is extremely expensive and risky.  This is the case in both equities and fixed income.  Over the short-term, it is impossible to know what […]


Route to an $8MM Portfolio – WSJ Article

Hello Everybody, In year 6 of a bull market, it has become clear that performance chasing is very much in vogue.  We’ve taken a number of calls from individuals who’ve been thrilled at their ability to profit in positions by holding them for a few days or weeks.  In addition, performance tracking on a monthly […]