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There are all sorts of businesses in the world. But the basis of all economic commerce really boils down to just two outcomes: (1) Making things and (2) Delivering those things. I call them the...
Too many advisors, analysts, and pundits only talk about ways to build more wealth. They spend precious little time discussing how to protect the wealth you already have. Me? I get paid to...
The market stumbled out of the gate this week, with the Dow down as much as 220 points on Monday and 150 points on Tuesday. Small caps pulled back as well, and for the first time in a long while,...
The more she talked, the angrier I got. And the angrier I got, the more I realized I had to do something. The setting was a recent group session where a handful of investment experts had...
You’ve probably heard about the games Wall Street banks play. In fact, it’s almost like Willy Wonka’s chocolate factory with analysts. They’re like Oopma Loompas moving in concert to the tune of...
You might think mutual funds born on the day one of the biggest financial meltdowns in history happened would be doomed from the start. But you’d be wrong. In fact, out of the four mutual funds...
Fun fact about South Florida: The 1960 movie “Where the Boys Are” put Fort Lauderdale on the map as a Spring Break mecca. Legions of real-life college students followed the movie’s fictional main...
Most people would describe this week as one of the most important investment weeks of the year. Roughly a third of the S&P 500 index will report first-quarter earnings this week. That includes...
The general market’s been brutal lately, but there are still prime opportunities if you know where to look.
Markets tanked after the U.S. warned Russia could invade Ukraine ‘at any time.’ Tuesday morning, markets rallied after Russia suggested 10,000 of the estimated 130,000 troops deployed near Ukraine wou