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Should You Buy Big Banks Ahead of Earnings?

Apr 12, 2017

Earnings season is about to kick into high gear with some of the major financial companies reporting tomorrow. Investors have a lot to digest, so is this an opportunity or a danger? Results from the big financials are always key, but this go-round is even more important than usual as the market wrestles with the Fed raising rates – which should be good for financials – and yet bond yields remain stubbornly low. Continue Reading…

Millennials: New Era, New Opportunity

Apr 12, 2017

Believe it or not, Wall Street often ignores the huge trends playing out right in front of us. They call it a “bottom up” approach that focuses only on the individual stock. I analyze the individual stocks, too, but I’m also on the lookout for what’s next. There are several exciting mega trends unfolding that are sure to give us plenty of opportunities to make a lot of money. Let’s talk about one of my favorites – the greatest transfer of wealth in U.S. history. Why would anyone ignore that? Continue Reading…

Old Wall Street vs. New Wall Street

Apr 12, 2017

There is a better way to build your wealth than what Wall Street would have you do. Sad to say, but they are too comfortable, set in their ways and lazy to go out and find the best stocks. It’s much safer for them to stick with what they know and do what they’ve always done. I knew early in my career that there had to be a better way to invest, and that finding those next great companies also meant going about things differently. It’s time for the next generation of investing. Continue Reading…

Millennial Trends: Mobile Lifestyle

Apr 12, 2017

You probably know that millennials are always connected through their technology. They take full advantage of their smartphones to have the world at their fingertips. Yes, that includes tweeting or posting to Facebook, but it also goes a whole way beyond that, opening up even more areas we can profit from. Continue Reading…
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