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

ALL CONTRIBUTIONS

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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Capital Markets Review & Commentary - Tuesday, July 10
Generally speaking, escalation and new tariffs pushed markets down while conciliatory comments raised the tide.
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Weekly Market Digest: Stocks Rise Despite Escalating Trade War
US stocks (VTI) rose 1.7% for the week and international stocks (VEU) rose 0.7% as investors started to accept that this trade war will play out over a long period of time and it's just one factor among many in economic growth and securities prices.
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International Stocks Take A Hit At The Close Of The Second Quarter
Stocks finished lower as ongoing trade tensions weighed on investor sentiment. The president said he would curb Chinese investment in US companies but communications out of Washington the rest of the week sent mixed messages.
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Capital Markets Review & Commentary - June 9
With a sizzling earnings season wrapped up, investor focus in May shifted to geopolitical issues. An overall theme was change and inconsistency. With China, threats of tariffs and trade war oscillated with glimmers of compromise and agreement.
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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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