Check the background of Ameritas Investment Company, LLC or this investment professional on FINRA’s BrokerCheck


Is The Economic Cycle Shifting?

Is The Economic Cycle Shifting?

I believe that the most pressing concern on the minds of my clients at the present time is inflation, and the evidence that is beginning to suggest a slowing of economic activity. On Wednesday of last week, Brandon and I had the opportunity to meet Brian Wesbury, the chief economist at First Trust, while attending a half-day seminar here in Birmingham.

Read More »

Economic Update: Is Stagflation Back?

As you know, we have been discussing the potential for economic softness since the beginning of the year.  Recently, we’ve reviewed many individual metrics that are beginning to show a correlation that reflects the weakness that we anticipated, and I believe this affirms the decisions that we made months ago to significantly reallocate our model portfolios.

Now, you’re beginning to hear the main stream mass media talking about inflation that can no longer be ignored, including rising prices for gasoline, and materials. 

Read More »

Potential Evidence of Economic Deceleration

We constantly monitor changes in many economic metrics so that we might better understand trends, and this improves our ability to manage investment portfolios to the objectives of our clients.  While today’s commentary will be very high level in nature, I would like to encourage everyone to visit my website where I have posted a 28-minute podcast within which I have offered a much deeper discussion.

Seasons Change…

Think of economic cycle changes as the changing of seasons. 

Read More »

INSTRUCTIONS to Access 2020 Tax Documents in Wealthscape


Wealthscape-1099-Instructions Download




“What if I don’t have a login?” CLICK> “Register” 

Read More »

Thrive, Not Just Survive in Changing Economic Seasons

Seasons Change

In our last two monthly editorials, we offered a high-level discussion about how economic variables might change under the new federal administration. Among other things, we discussed how a weaker dollar might characterize the coming economic environment, and how it also might create opportunities for investors going forward.  Understanding this is crucial as you look at your own financial stability and engage in portfolio management.  

Weakening Currency  

Newly appointed treasury secretary Janet Yellen has spoken on many occasions in recent weeks about the need for increasingly greater amounts of stimulus. On Monday,  Feb.

Read More »

Investing In A Biden Era Economy Part Two

As Seen In The Tribune  

February 12, 2021  

A few weeks ago, we published an article containing a high-level overview of investment opportunities under the new federal administration. As a continuation of that theme, I  wanted to offer some greater depth on those thoughts and get you thinking about your financial plan, portfolio management, and financial planning.  

As of the end of January, in my opinion, I believe we are already beginning to see some classic characteristics of market rotation.

Read More »

Investing In A Biden Era Economy


Within our previous economic articles, we discussed at length the potential implications of unknown election concerns on the economy, and by extension, on consumerism and the behavior of consumers in a Biden Administration era. 

A Look Ahead At The Risks and Opportunities In The New Year

Two Weeks Following The Election. Still Many Questions, and Very Few Answers

Market and Economic Implications of Election Results – What Can We Observe Now?

Within these articles, I discussed the potential for the market’s reaction as uncertainties became known.

Read More »

A Look Ahead At The Risks and Opportunities In The New Year

Updated November 16, 2021


Throughout this strange and unique year, I’ve shared my opinions and observations with you regarding financial market volatility and opportunities.  As we close the year and look forward to 2021, I wanted to cast a glance forward to what we might anticipate in the coming year.

The Financial and Emotional Challenges of 2020

On the 16th of December, I celebrated the end of my 29th year in the practice of financial planning.

Read More »

Two Weeks Following The Election. Still Many Questions, and Very Few Answers.

Two Weeks Following The Election. Still Many Questions, and Very Few Answers.

A little over two weeks since the election, and it seems that we have just as many un-answered questions today as we did a few weeks ago.

Within my video and article of last month, I drew reference to several economic observations from the years of the Obama Administration.

Read More »

Market and Economic Implications of Election Results – What Can We Observe Now?

As you might imagine, one of the most often asked questions that I have received from clients is, “who will win the election, and what impact do you think that will have on the market?”

Clearly, I am without a crystal ball, and as the previous election reminds us, trying to out-guess the sentiment of voters can be a dicey proposition.

As I have mentioned before, the markets really don’t care who occupies the White House. The markets are neither Republican nor Democrat.

Read More »

Video Content

Recent Posts









Skip to content