• Menu
  • Skip to right header navigation
  • Skip to main content

Private Wealth Management, LLC

  • Home
  • About Us
  • Investment Process
  • Client Portal
  • Contact
  • Home
  • About Us
  • Investment Process
  • Client Portal
  • Contact

September 18, 2022

The best money managers ten years from now are paying their dues today. Historically, it is hard to find a more difficult time to be…

Read More

JUST NOT MEANT TO BE

April 28, 2020

If you are a sports fan, you know that some teams are said to have other team’s “numbers”. Regardless of talent level, one team just…

JUST NOT MEANT TO BERead More

Warm Place, No Memory

March 26, 2020

If I am ever channel surfing, I can never surf past The Shawshank Redemption. My favorite part is when Andy Dufresne (Tim Robbins), tells Red…

Warm Place, No MemoryRead More

The Way Glenn Miller Played

March 24, 2020

In All in the Family, Archie Bunker lived at 704 Howser Street in Queens. Archie had a simple life: Schlitz, Work and his Chair. He…

The Way Glenn Miller PlayedRead More

Take Gains, Minimize Losses

March 24, 2020

This is a very, very dangerous market. The Federal Reserve announced additional measures they will take to make sure the markets can function. The market…

Take Gains, Minimize LossesRead More

BLOOMBERG NEEDS TO RIDE THE BULL

February 26, 2020

Someone please give  Mike Bloomberg one of the taller cans of Red Bull on his way to the Democratic debate tonight. Of all the people…

BLOOMBERG NEEDS TO RIDE THE BULLRead More

To Hold Or Not to Hold….

February 14, 2020

To Hold or not to hold through earnings, that is the question. What to do? What to do? Let’s take, for example, Roku (ROKU:NASDAQ). Roku…

To Hold Or Not to Hold….Read More

Cheggin Along….

February 11, 2020

Chegg, Inc (CHGG:NYSE) was founded in 2003 and operates a direct to student learning platform. They offer solutions to allow students to pass tests, pass…

Cheggin Along….Read More

24

February 3, 2020

I never liked Kobe Bryant. I thought that he was arrogant and aloof, a product of his privileged upbringing. I don’t think that he was…

24Read More

Bed Bath and Beyond

January 26, 2020

The stock market loves its retail store darlings. Five Below (FIVE:NASDAQ), Target (TGT:Nasdaq), Lululemon (LULU:Nasdaq) all have experienced meteoric rises in the their stock prices…

Bed Bath and BeyondRead More

New Tax Form For Senior Citizens

January 20, 2020

The new tax reporting system was billed as “so easy it can be done on one page”. They conveniently left out the fact that there…

New Tax Form For Senior CitizensRead More

Netflix, Streaming Peacocks and Competition

January 19, 2020

For the longest time now, it has been a choice between Netflix (NFLX:NASDAQ) and Amazon’s Prime Video (AMZN:NASDAQ) . It hadn’t been much of  a…

Netflix, Streaming Peacocks and CompetitionRead More

Netflix Monetization

July 18, 2019

During their quarterly earnings release yesterday, Netflix (NFLX:NASDAQ) disappointed the investment community by adding 2.7 million paid subscribers. The analyst community was looking for $5…

Netflix MonetizationRead More

Managing Money In The Age Of Trump

June 30, 2019

I wonder what it would be like to pick stocks based on their fundamental book value as opposed to the current era where “momentum sources”…

Managing Money In The Age Of TrumpRead More

History Rhymes

June 4, 2019

In the Republic, Plato poses the query, “Who is to guard the guards themselves?”. In other words, what happens to power that goes unchecked? I’m…

History RhymesRead More

Market Up On Interpreted News

June 4, 2019

The stock market is in the process of ending the recent rout with a four hundred point gain in the Dow as of the writing…

Market Up On Interpreted NewsRead More

Plant Burgers, anyone?

May 28, 2019

One of the more interesting initial public offerings lately has been that of Beyond Meat (BYND). The company’s stated mission is to be the “Future…

Plant Burgers, anyone?Read More

Same-Store Sales Blues

February 26, 2019

It’s always a little bit of a crapshoot when a company that relies on same-store sales as a metric reports their results. Same-store sales is…

Same-Store Sales BluesRead More

Cross-Selling in Financial Services

February 26, 2019

Cross selling has gotten a lot of print in the last few years. Unfortunately, when it comes to financial services, things that get the most…

Cross-Selling in Financial ServicesRead More

Bogle With A Twist

January 17, 2019

Jack Bogle, the founder of the Vanguard Group, passed away yesterday at the age of 89. He was the visionary behind index investing and low…

Bogle With A TwistRead More

DAVE & BUSTERS, WINGS, QUESTIONS.

December 14, 2018

Dave and Busters (PLAY:NASDAQ) is an American restaurant and entertainment business headquartered in Texas. They have 120 stores nationwide and plan to add more. The…

DAVE & BUSTERS, WINGS, QUESTIONS.Read More

For Preservation and Income

November 16, 2018

I recently read an article from 1968 which sought opinions on how a new widow should invest $100,000 that she received as life insurance from…

For Preservation and IncomeRead More

Contrary to the Investor

October 11, 2018

Wall Street is a world of statistics. One of my criticisms of all the number crunching has always been that there is no way to…

Contrary to the InvestorRead More

Financial Advisor IQ – Morgan Stanley Loses Little Legal Battle with Potentially Big Consequences

September 27, 2018

Financial Advisor IQ – Morgan Stanley Loses Little Legal Battle with Potentially Big Consequences — Read on financialadvisoriq.com/c/2093153/247633/morgan_stanley_loses_little_legal_battle_with_potentially_consequences

Financial Advisor IQ – Morgan Stanley Loses Little Legal Battle with Potentially Big ConsequencesRead More

CHEESE PUFFS, AY?

September 26, 2018

Last week, The Hershey Company (HSY) inked a deal to buy Pirate Brands from B&G Foods (BGS) for a cool $420 mil. One of the…

CHEESE PUFFS, AY?Read More

I REMEMBER KAREN

September 20, 2018

Karen and her husband, Abe, were clients of mine, once upon a time. They were among the best people that I’ve ever met in my…

I REMEMBER KARENRead More

FINANCES & DIVORCE

September 19, 2018

Divorce is rarely, if ever, a positive thing. It can have silver linings, of course, but it’s the end of something that started out, usually,…

FINANCES & DIVORCERead More

ENOUGH TESLA, ALREADY.

August 15, 2018

I’ve been in this business for twenty years and I don’t know that I’ve seen a more polarizing stock than Tesla (TSLA:NASDAQ). It is your…

ENOUGH TESLA, ALREADY.Read More

McDonald’s: It Is “A Changing”!

July 31, 2018

When I was a little boy, my mom would take me shopping on Kensington Avenue in Philadelphia. That was a time when you could actually…

McDonald’s: It Is “A Changing”!Read More

Buying Amazon Ahead of Earnings???

July 26, 2018

 There are certain stocks that should never be bought ahead of earnings reports. It comes back to the tenet of never buying anything that you…

Buying Amazon Ahead of Earnings???Read More

Don’t Worry. Well, Worry but don’t worry!

July 9, 2018

Everyone has problems. Problems are relative. What seems a big deal to one may be old territory for another. As Elton John so aptly stated,…

Don’t Worry. Well, Worry but don’t worry!Read More

GE is not a Dow stock anymore. Who cares?

June 26, 2018

General Electric (GE:NYSE) was an original member of the Dow Jones Industrial Average when it began in 1896. Today, they will be replaced by Walgreens…

GE is not a Dow stock anymore. Who cares?Read More

Fat Premium of the Day

June 19, 2018

Abiomed (ABMD:NASDAQ) is a leading provider of medical devices that provide circulatory support. The stock has been on a tear lately, eclipsing $430/share. The 7/20/18…

Fat Premium of the DayRead More

It’s A Question of Risk

June 15, 2018

Most, if not all, individual investors don’t understand the concept of risk. No one is interested in the efficient frontier. Risk is often only contemplated…

It’s A Question of RiskRead More

LOOK OUT FIVE BELOW (FIVE)

June 13, 2018

      Five Below (FIVE:NASDAQ) is a Philadelphia, PA based retailer with 600 stores in 32 states. They describe themselves on their website as “a…

LOOK OUT FIVE BELOW (FIVE)Read More

Trump is Proof

April 19, 2018

Historically, it’s been thought that markets hate uncertainty. It’s proven to be the case for hundreds of years…until now. With the current administration in the…

Trump is ProofRead More

Exclusive: ‘Where can I buy?’ – Google makes push to turn product searches into cash

March 19, 2018

Alphabet Inc’s Google routinely fields product queries from millions of shoppers. Now it wants to take a cut of their purchases, too. — Read on…

Exclusive: ‘Where can I buy?’ – Google makes push to turn product searches into cashRead More

Facebook failing, Zuckerberg and Sandberg absent: commentary

March 19, 2018

Facebook’s reaction to Cambridge Analytica flap shows a company that has lost control of its platform and message. Meanwhile, top execs are selling billions worth…

Facebook failing, Zuckerberg and Sandberg absent: commentaryRead More

Nixon’s Chandelier

November 18, 2017

I’ve been reading Swim with the Sharks Without Being Eaten Alive, by Harvey Mackay. The book deals quite a bit with negotiation and perception of…

Nixon’s ChandelierRead More

Maslow &The Meal Delivery Business

November 16, 2017

When Maslow created his Hierarchy of Needs, he cited Physiological, Safety, Belongingness, Esteem and Self Actualization needs. He left out convenience. These days, most people…

Maslow &The Meal Delivery BusinessRead More

Under Armour Going Under Water?

October 31, 2017

Under Armour (UA:NYSE) is engaged in the development, marketing and distribution of branded performance apparel, footwear and accessories for men,women and youth. The company is…

Under Armour Going Under Water?Read More

Something Cooking at Zoes?

October 31, 2017

If you read enough about successful investors, very few of them have madetheir fortunes by investing in things that they don’t understand. Peter Lynch was…

Something Cooking at Zoes?Read More

WalMart’s Pioneering Ways

October 27, 2017

WalMart (NYSE:WMT) has probably been the most innovative retail company in the history of industry. Granted, Amazon (NASDAQ:AMZN) has changed the way we view the…

WalMart’s Pioneering WaysRead More

What’s up with General Electric and IBM?

October 21, 2017

There was a time when IBM (IBM:NYSE) and General Electric ( GE: NYSE) were the class of the stock market. Well, IBM just delivered its…

What’s up with General Electric and IBM?Read More

So Many Questions

October 21, 2017

The greatest spectator sport in the world is no longer professional  ice hockey or the Harlem Globetrotters, it is the United States of America. Nothing…

So Many QuestionsRead More

Pizza Hut Delivering Hot Pizzas Now

October 10, 2017

I am not an investor in Pizza Hut (YUM:NYSE) but, if I were i’d be a bit skeptical about this one. Domino’s (DPZ:NYSE) has risen…

Pizza Hut Delivering Hot Pizzas NowRead More

The Challenge of “Last Mile” Delivery

October 5, 2017

One of the latest buzzwords I’ve been hearing is the concept of “last mile delivery”. The term was originally used in the Telecommunications field but…

The Challenge of “Last Mile” DeliveryRead More

THE MARKET MAKER’S WIT 10/1/2017

October 1, 2017

WIT = What I Think “I don’t know what new challenge tomorrow will bring. But I do know that I will persevere. I know that…

THE MARKET MAKER’S WIT 10/1/2017Read More

Baseball Players and Billionaires

September 29, 2017

Wes Chamberlain was an outfielder on the Phillies 1993 National League Championship Team. He was once asked how much he thought a trash collector made.…

Baseball Players and BillionairesRead More

The Death Tax and Basis

September 28, 2017

Much has been made about the repeal of the Estate tax, commonly called the death tax. Currently, an individual can pass $5.49 million to their…

The Death Tax and BasisRead More

The Trump Difference

September 28, 2017

  President Trump revealed the framework for the long awaited tax overhaul yesterday. The presentation was ripe with enthusiasm but somewhat short on details. Trump…

The Trump DifferenceRead More

I’m thinking about Victoria’s Secret….

September 23, 2017

L Brands (LB:NYSE) is the parent company that owns Victoria’s Secret, Bath and Body Works and the PINK line of clothing. The company currently sports…

I’m thinking about Victoria’s Secret….Read More

It’s an EV-olution not a REV-olution.

September 23, 2017

Apple (AAPL:NASDAQ) has been selling off ever since they released their new product line. Apple stock has always been one that exemplified the dynamic of…

It’s an EV-olution not a REV-olution.Read More

Why Investors Hold Stocks For Too Long.

September 19, 2017

  A concentrated position is when an abnormally high percentage of your portfolio is in one stock. While some argue that a concentrated position is…

Why Investors Hold Stocks For Too Long.Read More

Truman, Trump, North Korea and Russia

September 17, 2017

On June 25, 1950, the Korean War began when elite North Korean troops crossed the border into South Korea with the intention of conquering the…

Truman, Trump, North Korea and RussiaRead More

I REMEMBER LARRY

September 17, 2017

Larry was a client of mine. He didn’t have a lot of money. He didn’t have any financial knowledge. An oft unemployed painter, he somehow…

I REMEMBER LARRYRead More

The First Credit Default Swap

September 15, 2017

If you own an asset that has the potential for loss or the potential to do damage to another’s property, you are wise, and often…

The First Credit Default SwapRead More

Of course he thinks it’s impossible. North Korean missiles are being made with Russian parts.

September 6, 2017

Putin: North Korea crisis could be ‘impossible’ to solve   http://www.wmur.com/article/putin-north-korea-crisis-could-be-impossible-to-solve/12182521    

Of course he thinks it’s impossible. North Korean missiles are being made with Russian parts.Read More

Corporate Words Wednesday – 8/30/17

August 30, 2017

I heard this gem earlier in the week: “We need to be hyper-collaborative rather than hyper-competitive”

Corporate Words Wednesday – 8/30/17Read More

THE MARKET MAKER’S WIT – 8/29/2017

August 30, 2017

WIT – “What I Think” I think that life is short. No, actually, I know that life is short, as I’m certain that I was…

THE MARKET MAKER’S WIT – 8/29/2017Read More

Walmart and Google meet Netflix???.

August 25, 2017

Earlier in the week we had Google (GOOGL) and Walmart (WMT) getting together to begin a partnership that could rival Amazon (AMZN) , someday. Amazon,…

Walmart and Google meet Netflix???.Read More

Why the Google-Walmart Collaboration Matters

August 24, 2017

  Reference: https://mobile.nytimes.com/2017/08/23/technology/google-walmart-e-commerce-partnership.amp.html https://privatewealthpa.com/2017/08/14/why-is-amazon-so-dominant/ A  few days ago, I wrote about the fact that what makes Amazon so difficult to compete with is that you aren’t…

Why the Google-Walmart Collaboration MattersRead More

Corporate Words Wednesday – 8/23/17

August 23, 2017

”Resting and Vesting” Much has been made in the last few years about employee engagement. Companies want to know if their employees are truly committed…

Corporate Words Wednesday – 8/23/17Read More

What Now for Netflix?

August 23, 2017

There was once a nationwide chain of video rental stores that dominated the industry so completely that they couldn’t see time passing them by. They…

What Now for Netflix?Read More

Be Careful With The Buybacks

August 22, 2017

One of the more popular conversations lately has been that of companies buying back their own common stock and whether or not that is an…

Be Careful With The BuybacksRead More

Shifting Sentiment Toward Amazon?

August 22, 2017

I’ve heard many times over the past few weeks that people are getting tired of dealing with the “boxes”. The “boxes” they speak of refer,…

Shifting Sentiment Toward Amazon?Read More

Direct to Consumer Impact on Dick’s (DKS)

August 21, 2017

The middleman’s days were numbered when the first ever purchase was completed on the Internet. As competitive pressures in retail continue to erode vendor margins,…

Direct to Consumer Impact on Dick’s (DKS)Read More

The Markets Hate Uncertainty….Huh?

August 19, 2017

It’s been a tag line since caveman times that “ The markets hate uncertainty”. It all goes back to behavioral finance but I think a…

The Markets Hate Uncertainty….Huh?Read More

THE MARKET MAKER’S WIT – 8/15/2017

August 15, 2017

WIT = What I Think “Victory doesn’t come from never losing. It’s comes from defeating everything that has ever defeated you. Defeat doubt. Defeat fear.…

THE MARKET MAKER’S WIT – 8/15/2017Read More

Where To Go For Real News?

August 14, 2017

Once upon a time, I was at an investment seminar for clients that were interested in Dividend Growth strategies. I had a moment to speak…

Where To Go For Real News?Read More

Why Is Amazon So Dominant?

August 14, 2017

Amazon (AMZN) doesn’t have any true competition. Think about it. What other company sells pretty much everything? None. Walmart obviously comes to mind but do…

Why Is Amazon So Dominant?Read More

The Opiod Crisis and Economics

August 11, 2017

“Once you’ve had a taste of heaven, nothing on Earth can touch it.”                        Redd…

The Opiod Crisis and EconomicsRead More

June 25, 1950

August 11, 2017

  The financial markets crash when investors are scared out of the market. People become scared of things that they don’t understand and can’t comprehend.…

June 25, 1950Read More

Can Dick’s Sporting Goods (DKS) stay relevant?

August 10, 2017

I’ve spent quite a bit of time in Dick’s Sporting Goods(DKS) over the past few months as I’ve coached some teams and played on others.…

Can Dick’s Sporting Goods (DKS) stay relevant?Read More

Peter Lynch on Micro Management

August 3, 2017

     “When you have to concern yourself with what the person behind you thinks about your work, it seems to be that you cease…

Peter Lynch on Micro ManagementRead More

Still One Up on Wall Street

August 3, 2017

     I recently read “Beating the Street” by Peter Lynch. Peter was one of the most well know fund managers of his time when…

Still One Up on Wall StreetRead More

In today’s market action, there is Trump and Amazon!!!!

July 20, 2017

The rally in stocks over the past few years has been relatively narrow as a small basket of stocks have carried the indexes higher. Each…

In today’s market action, there is Trump and Amazon!!!!Read More

THE MARKET MAKERS WIT – 7/16/17

July 17, 2017

WIT = “What I Think” “ Dont hate me because I am better than     you. Appreciate me because I have challenged you.”

THE MARKET MAKERS WIT – 7/16/17Read More

Trading on Earnings Surprises

July 16, 2017

Companies typically report their earnings after the end of every quarter. A positive “earnings surprise” means that the company has reported better numbers than the…

Trading on Earnings SurprisesRead More

The Warren Buffet Way

July 11, 2017

  The first book that I ever read on investing was “The Warren Buffet Way” by Robert Hagstrom. This was shortly after I stumbled upon…

The Warren Buffet WayRead More

Why Brokers Leave Their Companies

July 11, 2017

    My dad was in the financial services business for thirty six years. He got out of the Air Force when he was twenty…

Why Brokers Leave Their CompaniesRead More

Navigating The Earnings Announcement

July 11, 2017

Most companies report their earnings on a quarterly basis. The earnings announcement is the official statement of a company’s profitability. There is usually much anticipation…

Navigating The Earnings AnnouncementRead More

Matched Sales and Tape Painting

July 3, 2017

           The stock market crash of 1929 was fueled by many things, two of them were the practice of Matched Sales…

Matched Sales and Tape PaintingRead More

Nike Selling Direct Through Amazon. What Would Teddy Roosevelt think?

June 29, 2017

Nike (NKE:NYSE) has announced that they are selling direct to consumers through Amazon(AMZN:NASDAQ). When I first heard the rumors about this, I had to wonder…

Nike Selling Direct Through Amazon. What Would Teddy Roosevelt think?Read More

Practical Advice From 116 Years Ago

June 27, 2017

An excerpt from the New York Times on September 10, 1901, two days after President McKinley was shot: …..”In view of these conclusions there is…

Practical Advice From 116 Years AgoRead More

Required Minimum Distributions

June 26, 2017

     Most people have either a 401k or other company plan through their employer or maintain a Traditional IRA to save for retirement. More…

Required Minimum DistributionsRead More

Theodore Roosevelt and Donald Trump

June 26, 2017

In studying the historical return of the stock market, there are few things more influential than the presidential administration in office at the time and…

Theodore Roosevelt and Donald TrumpRead More

THE MARKET MAKER’S WIT – 6/23/2017

June 24, 2017

WIT = “What I Think” ” When everyone is laughing at me, and no one believes in what I endeavor to do, that’s when I…

THE MARKET MAKER’S WIT – 6/23/2017Read More

Maybe Amazon should call Walgreens?

June 17, 2017

Amazon (AMZN) has shown an interest in the pharmacy business. What else is new? Walgreens (WBA)  announced an agreement to buy Rite Aid (RAD) nearly…

Maybe Amazon should call Walgreens?Read More

Amazon’s Grocery Store Plans

June 17, 2017

Today, Amazon (AMZN) announced that they will be acquiring Whole Foods Markets (WFM) for approximately $14 billion or $42 per share. Amazon has been in…

Amazon’s Grocery Store PlansRead More

How Soon We Forget Who We Hate

June 11, 2017

Behavioral finance has become a popular topic among financial advisors over the past decade or so. It is essentially the psychology behind investing decisions. Emotions…

How Soon We Forget Who We HateRead More

CORPORATE WORDS WEDNESDAY – 5/31/17

May 31, 2017

It seems as though every idiot in middle management has some type of subconscious desire to be a sports coach. Among the more interesting corporate…

CORPORATE WORDS WEDNESDAY – 5/31/17Read More

THE MARKET MAKER’S WIT – 5/31/17

May 31, 2017

“WIT” = “WHAT I THINK” It doesn’t get any more genuine than this quote: “Alone we can do so little. Together we can do so…

THE MARKET MAKER’S WIT – 5/31/17Read More

A Lesson From The Brady Bunch

May 31, 2017

    Anyone recognize the jerk pictured above? He played a character named “Mark Millard” on an episode of the Brady Bunch that I stumbled…

A Lesson From The Brady BunchRead More

In Search of the Next Multiplier Stock

May 28, 2017

     On Wall Street, people often refer to a company’s multiplier. It is simply the stock price divided by the earnings per share. Some…

In Search of the Next Multiplier StockRead More

Are Financial Plans Worth Doing?

May 24, 2017

Hold fast to dreams For when dreams go Life is a barren field Frozen with snow Hold fast to dreams For when dreams die Life…

Are Financial Plans Worth Doing?Read More

CORPORATE WORDS WEDNESDAY – 5/24/2017

May 24, 2017

I used to have to attend these regional training sessions from time to time. Inevitably, some dingbat higher up the food chain in the company…

CORPORATE WORDS WEDNESDAY – 5/24/2017Read More

I REMEMBER JOE

May 23, 2017

     May, 2001 – I had just gotten back from training in the World Trade Center. I was a rookie with Morgan Stanley Dean…

I REMEMBER JOERead More

Further Down The Happy Meal Trail

May 17, 2017

I wrote earlier here about the McDonald’s (MCD:NYSE) and their vision of the future. One of their core principles was that of offering delivery. I think…

Further Down The Happy Meal TrailRead More

CORPORATE WORDS WEDNESDAY – 5/17/17

May 17, 2017

Jack Welch is on CNBC talking about “Net Promoter Scores”. We all get these surveys from time to time from pretty much every store or…

CORPORATE WORDS WEDNESDAY – 5/17/17Read More

The Best Investments Have This…..

May 11, 2017

  One of my fondest memories of childhood is the day that my mom took me to Pizza Hut and bought me two wrestling figures…

The Best Investments Have This…..Read More

THE MARKET MAKER’S “WIT”- 5/11/17

May 11, 2017

“WIT” = “WHAT I THINK” The value of one’s integrity is incalculable. At the end of our days, we will all have a legacy. It…

THE MARKET MAKER’S “WIT”- 5/11/17Read More

A Little Tech M&A Activity Anyone?

May 11, 2017

We are seeing the NASDAQ make new highs day after day even when the Dow Jones Industrial Average is down. Is there really that much opportunity…

A Little Tech M&A Activity Anyone?Read More

CORPORATE WORDS WEDNESDAY – 5/10/17

May 11, 2017

Every organization has numbers that they need to meet. Some refer to them as goals. Others refer to them as objectives or targets. One guy referred…

CORPORATE WORDS WEDNESDAY – 5/10/17Read More

Mc’Donalds Vision of the Future

May 5, 2017

  I have four young boys that love Happy Meals. For that reason, I’ve become quite familiar with the McDonald’s (MCD:NYSE) service model. According to the…

Mc’Donalds Vision of the FutureRead More

CORPORATE WORDS WEDNESDAY 4/26/17

April 26, 2017

I hope that, one day, there is a law passed to eliminate the use of corporate jargon given the impact on the environment. It is…

CORPORATE WORDS WEDNESDAY 4/26/17Read More

THE AFTER HOURS TRADING CIRCUS

April 26, 2017

The normal trading day on Wall Street goes from 9:30 AM to 4:00 PM. There is , however, extended hours trading, which includes pre market…

THE AFTER HOURS TRADING CIRCUSRead More

BACK DOOR ROTH CONVERSION GONE WRONG

April 22, 2017

There are many different accounts available to save money for retirement : 401k, Traditional IRA, Roth IRA, Custodial IRA, SEP IRA, SIMPLE IRA and more.…

BACK DOOR ROTH CONVERSION GONE WRONGRead More

What Madoff Did – Part 3 – Conclusion

April 22, 2017

A Ponzi scheme comes to an end when there is not enough money coming in to pay back the people that are taking their money…

What Madoff Did – Part 3 – ConclusionRead More

What Madoff Did -Part 2

April 22, 2017

An apple rots from the core. Eventually, the whole apple is bad. And so it was with Bernie Madoff, hereafter appropriately referred to as “BM”.…

What Madoff Did -Part 2Read More

Corporate Words Wednesday 4/5/17

April 5, 2017

“Boil The Ocean” I only heard this once on a conference call. I actually like it but I’m still going to poke fun at it.…

Corporate Words Wednesday 4/5/17Read More

What Madoff Did – Part 1

April 3, 2017

If the people from Enron are considered “The smartest guys in the room”, then Bernie Madoff is definitely the “The biggest pig in the pen”.  Maybe…

What Madoff Did – Part 1Read More

Reverse Mortgages

March 30, 2017

RESOURCE: NRMLA CONSUMER GUIDE I’ve seen this same commercial many, many times for reverse mortgages and it features none other than Arthur Fonzarelli aka The…

Reverse MortgagesRead More

The Wash Sale Rule – Part 2

March 30, 2017

Related Post The Wash Sale Rule – Part 1 Ok ,so we know that there is a 61 day period of time that we need…

The Wash Sale Rule – Part 2Read More

Corporate Words Wednesday

March 29, 2017

There a very few things I dislike more than a little corporate lingo. When people would talk about “crystallizing” and ” getting granular”, I sometimes…

Corporate Words WednesdayRead More

Why the bank teller bothers you (and me)

March 29, 2017

These days, I like where I am at in my career. I feel like the work that I do matters and that I am actually…

Why the bank teller bothers you (and me)Read More

CAPITAL LOSS CARRY FORWARD EXPLAINED

March 26, 2017

Almost everything you own and use for personal and investment purposes is considered a capital asset. Examples include a home, personal use items such as…

CAPITAL LOSS CARRY FORWARD EXPLAINEDRead More

The Wash Sale Rule – Part 1

March 24, 2017

 Know the 61 day window and “substantially identical” investments.   The “Wash Sale ” rule refers to the IRS regulation that disallows a loss on…

The Wash Sale Rule – Part 1Read More

Location, Location for Restaurant Stocks

March 23, 2017

Dine Equity (DIN: NYSE) is a restaurant company that owns Applebee’s and IHOP. The stock is off about forty five percent over the last year…

Location, Location for Restaurant StocksRead More

BELIEVE THE HYPE?

March 21, 2017

I’ve been a 76ers, Eagles and Phillies fan for a long time. There haven’t been many good years in there. One World Series title, one NBA…

BELIEVE THE HYPE?Read More

Book Review: “Unshakeable” by Anthony Robbins

March 20, 2017

Unshakeable on Amazon I’ve been a fan on Tony Robbins for as long as I can remember. I remember well his late night infomercials hosted…

Book Review: “Unshakeable” by Anthony RobbinsRead More

LARGE CAP, MID CAP, SMALL CAP DEFINED

March 14, 2017

“Millie has her portfolio concentrated in Large Caps.” “Johnny down at the race track has all of his money in small caps.” “My advisor recommended…

LARGE CAP, MID CAP, SMALL CAP DEFINEDRead More

DOMINO’S PIZZA VISIT

March 12, 2017

I like to buy stocks whose products I am familiar with. Its an easy way to gauge the staying power of the company.  Also, if…

DOMINO’S PIZZA VISITRead More

Book Review: The Greatest Trade Ever

March 8, 2017

The Behind the Scenes Story of How John Paulson Defied Wall Street and Made Financial History I’ve read several books lately about the people that…

Book Review: The Greatest Trade EverRead More

How To Superfund A 529 College Savings Plan

November 28, 2016

  What Is “Superfunding” a 529 Account? Named after Section 529 of the Internal Revenue code, 529 plans are tax-advantaged savings accounts, operated by both…

How To Superfund A 529 College Savings PlanRead More

Sympathy Trade Today

November 23, 2016

When someone we know experiences a setback or a loss, its normal for us to feel a little down , as well. We express sympathy…

Sympathy Trade TodayRead More

Understanding Educational Savings Choices

November 22, 2016

College $?$?$ — When, How, and How Much? Understanding Education Investment Accounts Keeping your investments on track to match the cost of a college education…

Understanding Educational Savings ChoicesRead More

One Question On Your Financial Advisor

November 15, 2016

Financial Advisor. Financial Consultant. Wealth Advisor. Wealth Manager. Financial Counselor. These are all monikers that we see on business cards of people claiming to have…

One Question On Your Financial AdvisorRead More

The Straight Scoop

October 13, 2016

  This is a short story about continuity and change, about a defining moment. It’s a true story. It takes place in the investment world.…

The Straight ScoopRead More

Why Traders Buy Call Options

October 6, 2016

This article should not be construed as investment advice. It is a hypothetical illustration of why someone would buy a call option as opposed to…

Why Traders Buy Call OptionsRead More

Are Your Investments Robbing You?

October 5, 2016

Are Your Investments Robbing You? by Dan Picinich   Life is expensive. Your dollars are your dollars. Make them count. Thoughtful, targeted investment guidance is…

Are Your Investments Robbing You?Read More

How the Gift Tax Works

October 5, 2016

How the Gift Tax Works The skinny: If someone gives you a gift, you will not pay taxes on it. You can give away up…

How the Gift Tax WorksRead More

Will the state take your client’s IRA? It can

September 20, 2016

http://www.investmentnews.com/article/20160916/FREE/160919947/will-the-state-take-your-clients-ira-it-can

Will the state take your client’s IRA? It canRead More

This Is the Quietest Stock Market in Decades

August 30, 2016

http://blogs.wsj.com/moneybeat/2016/08/30/this-is-the-quietest-stock-market-in-decades/

This Is the Quietest Stock Market in DecadesRead More

Private Prison Stocks on Death Row – August 19, 2016 – Zacks.com

August 20, 2016

https://www.zacks.com/stock/news/228747/private-prison-stocks-on-death-row

Private Prison Stocks on Death Row – August 19, 2016 – Zacks.comRead More

Planning for a Special Needs Child

July 31, 2016

From Kiplinger Personal Finance FAMILY FINANCES Making a Plan for a Special-Needs Child A patchwork of benefits and programs can help relieve the crushing costs,…

Planning for a Special Needs ChildRead More

SunAmerica fund picks just 30 stocks once a year and clobbers the competition

July 11, 2016

http://www.investmentnews.com/article/20160708/FREE/160709956/sunamerica-fund-picks-just-30-stocks-once-a-year-and-clobbers-the

SunAmerica fund picks just 30 stocks once a year and clobbers the competitionRead More

Stalking Stocks

July 10, 2016

http://realmoney.thestreet.com/articles/07/10/2016/benefits-being-stock-stalker?utm_source=alert&utm_medium=email&utm_campaign=RMY&utm_term=The+Benefits+of+Being+a+Stock+Stalker The Benefits of Being a Stock Stalker By JAMES “REV SHARK” DEPORRE Following | JUL 10, 2016 | 10:00 AM EDT | COMMENTS Stock…

Stalking StocksRead More

Britain is leaving the EU. Here’s what that means.

June 25, 2016

Britain is leaving the EU. Here’s what that means.Read More

Stocks selling off after historic Brexit vote

June 24, 2016

The market had incorrectly priced in a “Remain” victory in the UK. Futures indicate a give back of the prior few days of gains. 

Stocks selling off after historic Brexit voteRead More

Cramer: Like Tesla and Musk’s Vision? Be a Customer, Not a Shareholder

June 22, 2016

http://realmoneypro.thestreet.com/articles/06/22/2016/cramer-tesla-and-musks-vision-be-customer-not-shareholder?utm_source=alert&utm_medium=email&utm_campaign=RMYP&utm_term=Cramer%3A+Like+Tesla+and+Musk%27s+Vision%3F+Be+a+Customer%2C+Not+a+Shareholder

Cramer: Like Tesla and Musk’s Vision? Be a Customer, Not a ShareholderRead More

We Will Never Forget

May 31, 2016

We Will Never ForgetRead More

Copyright © 2023 · PRIVATE WEALTH MANAGEMENT LLC