Month

January 2019
Dear Investors, Lately, I’ve heard from a few different people about some disastrous trading experiences that have occurred from following newsletters and/or broker recommendations. These stories really can be upsetting as people are basically lighting their hard-earned money on fire on activities where the odds are stacked against them. I wanted to write about a...
Read More
Dear Investors, What a difference a change in the calendar can make!  The end of 2018 saw some of the worst declines we have seen since the Great Recession, but 2019 has started off extremely well.  Far more importantly than short-term stock performance though, are the earnings developments from the companies that ultimately drive long-term...
Read More
Dear Investors, Today’s nonfarm payrolls number blew the top off expectations with a seasonally adjusted 312,000 job gains in December. After upward revisions to October and November, the U.S. added 2.64MM net payrolls in 2018. This was the best year for job growth since 2015. That is a very different narrative than the one market...
Read More
Dear Investors, Happy New Year to you all and we are optimistic about a bright 2019 and beyond. I wanted to step away for a moment from commenting on the market and instead engage with you on a broader level about what we hope to accomplish as a firm in the service that we provide...
Read More

Recent Comments

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784