Letters & Reports

• 
  September 3, 2023
  

  ETF & 401k Investing Ideas September 2023

  Each month I discuss our ETF and 401k asset allocations. Please read in the context for you. Register for free access.

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• 
  July 25, 2023
  

  ETF & 401k Investing Ideas August 2023

  Each month I discuss our ETF and 401k asset allocations. Please read in the context for you. Register for free access.

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• 
  July 9, 2023
  

  Midyear Outlook & Game Plan

  2023 Midyear update for clients and the interested. This market is less certain than usual. We are at an "anything can happen" area and should be ready for anything that can happen. Sign-up for free access.

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• 
  January 3, 2023
  

  2023 Could Be Volatile

  The Federal Reserve is tightening and traders are fighting the Fed. That's never turned out well for traders or those who chase. I am focused on growth, value and quality while holding an oversized portion of cash on

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• 
  November 7, 2022
  

  Not Out Of The Woods Yet

  The short-term outlook might include a rebound rally, but the intermediate term still looks rugged. Long-term, the 4th Industrial Revolution, Decarbonization and Digitization will lead along with select consumer and real estate opportunities.

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• 
  April 4, 2022
  

  Q2 2022 Quarterly Outlook & Game Plan

  Please see my quarterly market outlook and game plan. This quarter we discuss the Fed tightening process. Sign in to read. Create a profile if you do not have one. Please see my terms and conditions in the About

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