Blog Archives

Utilities, Anyone?

With 2016 officially half over, the celebratory nature of the stock market is being masked by another telling trend: Defensive sectors are outperforming higher risk areas.

Formerly hot groups drenched with elevated risk like solar energy (NYSEARCA:TAN) and biotechnology stocks (NasdaqGS:IBB) have fallen out of favor and are down more than 20%,

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Can a Marriage of Investing Opposites Produce a Good Outcome?

Most of the almost $20 million in investment portfolios that I’ve analyzed and graded this year have been on individual accounts. But a few, like my latest Portfolio Report Card on a $823,000 portfolio for a couple from Oregon,  are joint accounts.

Joint accounts involve multiple people with varying personalities which can be challenging.

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