I spent last week in the lovely city of Nashville attending the Raymond James National Conference. I always enjoy going to the Annual National Conference, as it
First there was ZIRP (zero interest rate policy) and now there is NIRP (negative interest rate policy). So what is NIRP? Strange as it sounds, several of
As Yogi Berra once said, “It's tough to make predictions, especially about the future.”
Recently I read a piece in Barrons online entitled, “The Timeless
As many of you know, on March 5th it was announced that Apple was being added to the Dow Jones Industrial Average, replacing AT&T, effective on the open of
Since the majority of our work with clients centers on planning for retirement, when I ran across this piece from Morningstar, I felt compelled to share these
First and foremost we want to wish everyone out there a happy and healthy start to 2015. In this edition of Short Squeeze I thought it would be helpful to point
I know it’s been awhile since the last Short Squeeze but things have been very busy here at HQ. First and foremost, I wanted to thank everyone that took the
With the recent excitement of the NBA finals, World Cup and LeBron James’ free agency, I thought now would be a great time to talk about something even more
As you probably know, Mary and I traveled to Washington, D.C. (technically National Harbor, MD) for the 2014 Raymond James Conference for Professional
