Investment Advisor

Just what the heck does that mean…"back on offense?"
When I refer to "offense" and "defense" I mean which team currently controls the momentum of the market. (…)

Interest rates — short term interest rates turned negative on Thursday November 19th. Rates have been low and look like they could stay there awhile…but who knows? (…)

Here is a quick video I put together to help explain the difference between equal-weight and cap-weight investment "baskets" like the S&P 500. (…)

There is no excerpt because this is a protected post.

Fundamental analysis will never tell you when to get out of an investment. Never.

There's an old saying: People want to do business with folks they know, like and trust. Here is how to bridge that gap.

I look at the charts in your 401k plan continuously. If none of the charts are going up, here is our plan: we stay on the sidelines. Pretty simple.

Probably the toughest part of covered call writing is finding the right idea.

First, understand why recessions start in the first place. Banks stop lending. Money supply shrinks. Like it or not, the world runs on credit. When credit dries up, business evaporates.

How to get help with your 401k from Mullooly Asset Management. This process will also help you with your 457 deferred compensation plan — or your 403(b) annuity at work.

The stock market has been posting gains the past few days. After two very tough months to start 2009, what could go wrong? Plenty, especially if you are focused on just the Dow Jones Industrial Average.

Don't get hung up on the Dow Jones. The Dow Jones may not be a "relevant" yardstick for you to use. After all, it's only 30 stocks…and you might not own ANY of them.

You're probably not aware of this, but in the financial services industry, firms and advisors are strictly prohibited from running testimonials of any sort.

Someone is actually holding Jim Cramer responsible for some of the advice he has given, and also for the fact that CNBC has "morphed" into an entertainment channel.

Did you know General Electric (GE) posted record revenues last quarter?  That has not really helped their stock, has it?   Remember always, price is the ultimate indicator, which is why I rely more and more on charts.  Fundamental analysts and company management can pontificate all day long about market share, earnings and revenues.  If the market doesn't like it, the stock is going down. (…)

Mark to Market is a topic I have written about previously.
You can read about them here. (…)

This was the headline on the Associated Press on the evening of February 17th, 2009.  Is that a fact?
This is how the media distorts.  Pay attention. (…)

This was the headline this morning on many websites and news sources.  What you need to remember is this: they are reporting figures for the 4th Quarter 2008. (…)

Throwing good money after bad into these banks is not the answer. (…)

There have been several articles written recently regarding stockbrokers and retention bonuses. (…)