SYLD: An ETF You Can Buy and Hold Forever

The philosophy of “buy-and-hold” investing is either holy writ or deviant heresy, depending on who you ask.

My view here is a little more nuanced. You have to balance the benefits of a buy-and-hold approach — such as lower taxes […] Continue Reading…

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Finding Value and Income in an Overpriced Market

Last week, I gave a presentation to the clients of an advisor partner of mine. This is an abbreviated version of that presentation below. Enjoy!

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Ventas: The Real News Driving This Healthcare REIT Higher

Ventas Inc. (VTR) made news on Monday by announcing its purchase of privately-held hospital chain Ardent Medical Services, sending shares up about 2% premarket and up more than 5% in Monday trading.

Though I view the jump as a little […] Continue Reading…

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Is Google planning to buy Twitter?

I joined CNBC’s Oriel Morrison last night to chat about the rumors that Google (GOOGL) might be making a move on Twitter (TWTR):

If you cannot view the embedded video, please follow this link: Is Google Planning a Twitter Takeover?

Insider […] Continue Reading…

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Rising Rates: Where To Put Your Money Once The Fed Starts Tightening

Let me start by saying that I expect yields across the yield curve to stay low for much longer than most market watchers think. Inflation is tepid, government debt growth is slowing, and low yields overseas will act like […] Continue Reading…

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