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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6 financial “to-dos” before year end

During summer, it’s a natural inclination for families and individuals to put investment planning, budgeting and other personal finance concerns aside. However, as vacations wind down and people slowly get back into their normal routine, it’s likely that finances will again be top of mind. Over the coming months, it’s advantageous to make finances a… Continue reading →

Market perspective: Stay the course

During my latest CNBC “Closing Bell” segment, I weighed in on expectations for the market to continue its run-up and if the annual conference in Jackson Hole will impact the rally. Reminding viewers that the markets are poised to do well over the long-term, I offered that I don’t see any sharp declines on the… Continue reading →

About to retire…with no savings?

Earlier this month, a study was released reporting that one-third of Americans have no retirement savings or pension lined up to help them afford retirement. For our latest podcast, I chat about this alarming trend and what pre-retirees need to do in advance to become financially prepared for their golden years.

The Fed & rising rates

Concern over the Federal Reserve raising rates continues to dominate headlines. I returned to Fox Business News “After the Bell” in the midst of fresh debates over the Fed, stemming from the annual conference in Jackson Hole. Myself and the panel offered insight on why it’s actually a good thing if rates go up and… Continue reading →

Should investors worry about an EU recession?

Last week, I returned to WBBM-AM, Chicago’s CBS NewsRadio, where I discussed market direction and how certain global events are impacting investor confidence. I talked with “Noon Business Hour” hosts Kris Kridell and Sherman Kaplan specifically about EU recession concerns, and whether investors should re-evaluate portfolio holdings related to that area. “We are value investors,… Continue reading →

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