Investment Outlook: First-Quarter 2019 - The Year of Tech IPOs
Monday, April 1, 2019
The first quarter of 2019 ended with the highly anticipated initial public offering (IPO) of Lyft. Lyft is a ride sharing company that is smaller but similar to Uber.
Investment Outlook: First-Quarter 2019 - Tax Reform worked!
Monday, April 1, 2019
The results are in and the dramatic reduction in the corporate income tax has increased investment as expected, at least as expected by its supporters. The recently released GDP numbers for 2018 showed 7.
Investment Outlook: First-Quarter 2019 - Value versus Growth
Monday, April 1, 2019
Many investment managers view themselves as either Growth Managers or Value Managers.
Ask The Rational Investor: What is the best way to invest in the automotive sector?
Sunday, September 2, 2018
Let’s imagine for a minute that all global stock markets close tomorrow, without notice, for five years.
Case Study: Bob and Joan: “Can my wife and I maintain our lifestyle in retirement?”
Wednesday, January 15, 2014
For the last three generations, Bob, 64, and his family have operated a small local business.