Executive Vice President of Portfolio Management at Personal Capital

My professional passion is helping individuals and families get the most from their money. Much of my career centered on generating alpha (beating a benchmark) for high net worth investors and big institutions. While relative performance remains incredibly important over time, my focus has ... more

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Weekly Market Digest: Apple And Amazon Stocks Up This Week
US stocks powered ahead, driven by technology companies. International stocks remained flat as the dollar strengthened and trade talks returned to the headlines.
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Weekly Market Digest: Musk Considers Taking Tesla Private
A sell-off on Friday wiped out gains for the week and left US stocks modestly lower for the week. In part due to a strengthening dollar, international stocks fared worse and are now down 4.2% for the year widening the gap with US stocks to over 11%.
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Capital Markets Review & Commentary: Earnings Growth Trumps Trade Conflict
In the first week of the month, tariffs went into effect on $34 billion of Chinese goods, and in the second week, President Trump announced intention to levy duties on an additional $200 billion.
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Weekly Market Digest: Apple Becomes The First $1 Trillion Company
US stocks rose and International stocks fell driven in part by strong US earnings and by increased selling pressure on emerging markets stocks when trade war news intensifies. Strong results from Apple stemmed the selling pressure in tech stocks.
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Q2 2018 Market Recap: Trade War Talk Casts A Shadow On Strong Earnings Growth
For Q2, US stocks were up 3.9% (VTI) and international stocks were down 3.5% (VEU​). US bonds were roughly flat as the Fed marched forward with its plan to slowly raise interest rates and normalize its balance sheet.
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Weekly Market Digest: How Will Mid-Term Elections Impact The Market?
Earnings season moved into full swing with several major financial companies announcing mixed results. Perhaps due to reduced trade concerns, small caps lagged, but still remain ahead of large caps for the year.
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STOCKS I FOLLOW

GOLD Randgold Resources Limited
SPY SPDR S&P 500
VZ Verizon Communications
YHOO Yahoo! Inc.

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