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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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.
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 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 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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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.
Read More2021 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.
Read MoreQuarterly Outlook & Game Plan (April 2020): Coronavirus, The Economy And Investing
Coronavirus is going to have lasting impacts on society and investing. We must have caution, but not be afraid. Register to read.
Read MoreCoronavirus And Asset Allocation Update
We were getting very cash heavy in January on overvaluations in the markets. Now we’re covering for fear of an economic collapse. Register to read.
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