Current Market Trends

Week of May 19, 2017

SITREP   SITREP: n. a report on the current situation; a military abbreviation; from “situation report” Summary of Markets In the Secular (years to decades) timeframe, whether we are in a new Secular Bull or still in the Secular Bear, the long-term valuation of the market is simply too high to sustain rip-roaring multi-year returns. […]

Next Stock Market Bubble

Late in the cycle of the housing boom in 2007 that helped produce the stock market bubble, analysts and hedge fund managers at prescient firms such as Scion Capital and FrontPoint Partners became aware of a strange new phenomenon in home mortgages that were being “securitized” into mortgage-backed securities (MBS). What they found was that […]

SITREP – Current Market Trends

Week of May 12, 2017

SITREP (Week ending May 12, 2017) SITREP: n. a report on the current situation; a military abbreviation; from “situation report”. Summary of Current Market Trends   In the Secular (years to decades) timeframe, whether we are in a new Secular Bull or still in the Secular Bear, the long-term valuation of the market is simply […]

Stock Market

Stock Market Returns- interesting insight

This past weekend as I was reading over my reviews on the stock market I ran across a research note I think you will find interesting on the market producing more gains. This comes from RBC Global Asset Management. They found that when the LEI index (simple measurement of Leading Economic Indicators) was RISING month-to-month AND […]

Tips For Organizing Finances

Do's and Dont's for Organizing Your Financial Life

At some point in life, we encounter times when we need to buckle down and get busy organizing finances. Whether it be paperwork, investment accounts or due to a life altering event such as;  loss of spouse or divorce. Either way, financial implications cause us to make every effort to take back control. Here is […]

“Open to Hope Radio Show – Finances After Loss”
by Open to Hope

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Open to Hope Radio show – Finances After Loss

I became acquainted with Dr. Gloria Horsley and Dr. Heidi Horsley at an event called Camp Widow for people who have lost their spouse. This event took place in San Diego by the Soaring Spirits Loss Foundation and I was asked to speak on the topic of “Finances After Loss”.

Dr. Gloria and Dr. Heidi were also asked to speak on the topic of finding hope after loss. You can listen and find out more about them at Open to Hope, a non-profit organization.

I have listened to two episodes so far and I am impressed. Recently they interviewed me regarding “Finances After Loss”. Check it out!