Wealth Management
and Market Notes
ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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Jibber jabber – Are the Fed and ECB all talk?

Various members of the U.S. Federal Reserve and the European Central Bank (ECB) are probably hoarse from all the “jawboning” they’ve been doing. Each group has been busy managing interest rates in their respective domains by talking a good game, rather than actually playing a good game (i.e.; changing policy). Remarkably, the leaders of each… Continue reading →

The biggest industry shake-ups of 2014

CEO and top executive shake-ups at large corporations is always something that we keep an eye on. Whether it’s a dark horse candidate taking the helm, or an industry veteran heading out, these changes can be meaningful for the future of the company, and impactful from an investors’ standpoint. For example, let’s rewind to 2011… Continue reading →

Should ISIS and Ebola be a concern for investors?

During my latest Fox Business “After the Bell” segment, I discussed third-quarter results and outlook for specific stocks. In addition, I weighed in on recent global and national concerns. I offered that while ISIS and Ebola are outside the realm of investment news, the market will react accordingly. Click on the pictures below to view… Continue reading →

Choppy Markets Present Opportunity

During a recent appearance on Fox Business “After the Bell,” I discussed most investors’ tendency to run from stock market declines, rather than embrace them. These market dips provide us with opportunities to buy businesses we like, at cheaper prices. Check out the picture below to view the segment, and find out more about how… Continue reading →

Millennial market forecast

Millennials, for a variety of different reasons, are generally regarded as an age group that does not have a lot of extra money or investable assets, which is why financial professionals may not be knocking down doors to win their business. However, as baby boomers continue to age, millennials are expected to receive what could… Continue reading →

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