Investment Outlook: First Quarter 2020 America Will Recover
Monday, April 6, 2020
The uncertainty of the corona-virus pandemic has cast a shadow over every aspect of our lives. We fear that the virus lurks in every corner, and will eventually infect every one of us.
Ask The Rational Investor: American Spirit Responds to Virus
Sunday, April 5, 2020
Rays of American ingenuity are slipping through the coronavirus clouds, as our great country proves resilient.
Will $2 trillion be enough?
Saturday, March 28, 2020
This past week, Congress approved $2 trillion in fiscal stimulus or 9. 5% of the U. S. economy! As a comparison the New Deal (1933-1934) response to the Great Depression was 5.
Ask the Rational Investor: Remain Calm Amongst the Fog
Sunday, March 22, 2020
Without question the last few weeks have been gutwrenching. Erratic financial markets, temporarily-closed restaurants, and grocery store shelves left bare.
Ask The Rational Investor: Coronavirus and Your Portfolio
Monday, March 2, 2020
Over the last few weeks, Coronavirus fears have given stock market investors a wild ride, resulting in a quick 7-8% stock market sell-off in just the last five days! With almost 79,000* infections and over 2,300 deaths worldwide, consumers, businesses,...
Ryan Fulmer gets Rational on Apple Growth's Sliced Podcast
Friday, February 7, 2020
Late last month, Ryan Fulmer sat down with Apple Growth Chairman Chuck Mullen to get rational about Wealth Management in an episode of Sliced--Apple Growth's finance podcast. Listen to the podcast here.
Ask the Rational Investor: Beautify your portfolio with Estee Lauder
Monday, February 3, 2020
One of the best-performing Consumer Staples companies over the last decade* has been Estee Lauder (EL). Their stock has appreciated 1,060% compared to 478% for peer companies and 283% for the S&P 500.
Ask the Rational Investor: New Law Changes IRA Strategies
Monday, January 6, 2020
In mid-December Congress passed the SECURE Act, which has recently received a lot of news coverage. The retirement bill has been touted as a win for “Main Street” as it eliminates the IRA beneficiaries’ ability to “stretch withdrawals.
Income In-Equality and Progressive Taxes
Tuesday, December 31, 2019
With unemployment rates at a record low level, some have shifted focus to income in-equality, and subsequent tax increases.
Looking Past the Numbers: Behavioral Pitfalls in Investing, Part II
Tuesday, December 31, 2019
As I (finally) sit down to write my second piece on behavioral finance, I’m starkly reminded of my own behavioral shortfalls. In this instance, its procrastination, and I’ve always been guilty of it.
Fourth Quarter 2019 Market Recap – A Decade in Review
Tuesday, December 31, 2019
Barring a few minor exceptions, 2019 will be a year to remember with the major averages logging some of their best gains since 2013.
Ask The Rational Investor: Is it Time to Sell?
Monday, December 2, 2019
With the stock market up nearly 27% year-to-date* many investors are wondering if they should get out before the next drop!
In these types of stock market environments, it is more important than normal to stay calm and focus on your...
In these types of stock market environments, it is more important than normal to stay calm and focus on your...
Investment Outlook: Third-Quarter 2019: What is the Yield Curve and Who Cares if it is Flat?
Friday, November 22, 2019
For the last year, pundits have been ruminating about the shape of the yield curve and what it means for future economic growth. Typically, longer-maturity fixed income securities pay higher yields than short-term maturities.
Investment Outlook: Third-Quarter 2019 - Market Recap and Review
Friday, November 15, 2019
Whether or not you found this quarter at all interesting depends entirely on the amount of attention given to the daily news flow. On the surface, 3Q19 results actually look decidedly uninteresting.
Investment Outlook: Third-Quarter 2019 - Looking Past the Numbers: Behavioral Pitfalls in Investing
Friday, November 15, 2019
For decades Economists have developed theories, hypotheses, and rules about how financial markets should work and how investors should invest. The culmination of this work resulted in the wide acceptance of the efficient-market hypotheses in the mid-1960s.
Ask The Rational Investor: Treasure Hunt at TJ Maxx
Monday, November 4, 2019
As a stock picker, I am constantly scouring the financial markets looking for mispriced investments.