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Articles

Bogle With A Twist

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 fees for investors. Many have sat under …

Bogle With A TwistRead More

DAVE & BUSTERS, WINGS, QUESTIONS.

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 company opened …

DAVE & BUSTERS, WINGS, QUESTIONS.Read More

For Preservation and Income

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 her recently deceased husband. …

For Preservation and IncomeRead More

Contrary to the Investor

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 quantify emotions. Fear and greed, as many are aware, …

Contrary to the InvestorRead More

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

Financial Advisor IQ - Morgan Stanley Loses Little Legal Battle with Potentially Big Consequences — Read on …

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

CHEESE PUFFS, AY?

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 more popular items owned by Pirate Brands was …

CHEESE PUFFS, AY?Read More

I REMEMBER KAREN

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 career. They were in their seventies by the time I met …

I REMEMBER KARENRead More

FINANCES & DIVORCE

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, with great hope. I've noticed …

FINANCES & DIVORCERead More

ENOUGH TESLA, ALREADY.

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 typical "cult stock". Not that that's …

ENOUGH TESLA, ALREADY.Read More

McDonald’s: It Is “A Changing”!

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 walk around that area and not be reasonably …

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

Buying Amazon Ahead of Earnings???

 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 don't understand.  Amazon …

Buying Amazon Ahead of Earnings???Read More

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

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, " Some of us sail through our troubles …

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

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