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.

Popular Categories

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 →

Charlie’s month-end reading list

Welcome back Ramparts readers! We’ve gathered another round of articles that caught our attention last month. Check it out: First is a piece from The Wall Street Journal written by William A. Galston, “The recovery that left out almost everybody.” Galston describes the disconnect between official job numbers and the economic experience of most Americans.… Continue reading →

##################################################### #####################################################