Each month I discuss our ETF and 401k asset allocations. Please read in the context for you. Register for free access.
Read MoreLetters & Special Reports
These are my periodic letters, investment notes and special reports for clients and the interested. My general theme are to identify risks and search for opportunities in the biggest trends.
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Expect one regular monthly summary piece and occasional periodic reports.
You can also follow me on Seeking Alpha and my weekly webinars that I post to YouTube.
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.
Read MoreMidyear 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.
Read More2023 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 hand.
Read MoreNot 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.
Read MoreQ2 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 section.
Read MoreDividend Stocks On Our Short List
Dividends can add total return to a portfolio to help fuel retirement income or funds for investing on corrections. Here I discuss 3 factors that make for good dividend paying stocks. Register to read.
Read MoreKirk’s Crystal Ball Into 2022
My annual “futile forecasts.” The most important thing about forecasting and predictions is that it can help you prepare for various scenarios.
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Q4 2021 Outlook & Game Plan
We are accumulating cash with the idea that we get a good buying opportunity in the next year. Register to read.
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