For the full-year 2017, the Dividend Growth portfolio returned 8.5%, trailing the S&P 500’s 19.4% by a wide margin [returns figures calculated by Interactive Brokers]. While I probably shouldn’t consider an 8.5% annual return a “failure,” it’s certainly frustrating to me to trail my benchmark like this. So, we’re going to take a long, hard look...Read More
I joined Oriel Morrison on CNBC to chat about tax reform, the Fed and what else we should expect in 2018: A ‘good seasonal time’ to be invested from CNBC.Read More
I joined Chase Robertson and Peggy Tuck to discuss the only topic that anyone seems to care about these days: Bitcoin. We also give our two cents on stocks, gold and plenty more. Read More
I joined Peggy Tuck earlier this week on Straight Talk Money. In the first segment, we chat about the recent selloff in the Nasdaq. Is this simply a little year-end profit taking, or is it the start of a bigger shift in the market towards value? Up next, we talk about some exciting new developments...Read More
If it ain’t broke, don’t fix it. That was the approach I took this past month. Apart from some modest rebalancing, I made no major portfolio changes. And barring any expected new opportunities, I’m not expecting to make many major changes between now and year end. Frankly, we are already well allocated to the sectors that...Read More
