Investment Articles & 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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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.

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Dividend 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.

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Companies We Are Watching

Here are some of the companies we are watching for possible investment, or that we have already invested in. Broken down into convenient lists, including sustainable growth and dividend collectors. Register to read.

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2021 Outlook

Each year I write my “futile forecasts” for the coming year. The idea behind “futile” is that most forecasting gets looked at the wrong way. It’s not about getting some number right at the end of the year It’s about navigating change. Register to read.

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Using REITs In Your Portfolio

REITs are favorites among dividend investors. But there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true. Over most time frames, REITS as a group trail the broader stock market. REITs have use for income and growth, but we must be very selective.

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