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

Potential Government Shutdown Doesn’t Faze Market
Stocks continued a torrid march higher, inspired by early earnings results and unfazed by threats of government shutdown. Temporary government funding is set to run out of money, though lawmakers remained optimistic about reaching an agreement.
Read
Market Outlook In 2018: Bull Markets & Trends
Currently, we’re enjoying the second-longest bull market of the last 100 years. We’re not sure how long this will last, and that makes some folks understandably nervous.
Read
Q4 2017 Market Recap: Bitcoin, Tax Reform & Bull Markets
2017 was a year full of headlines: the second-longest bull market of the last 100 years; a new Fed Chairman in Q4; Bitcoin and cryptocurrency; sweeping tax reform…
Read
Tech Stocks & Kicking Off 2018
Stocks picked up in 2018 right where they left off last year. Global equity indexes were higher in all four trading days, international outpaced the US, technology and high momentum stocks led and small caps lagged.
Read
Closing Out 2017 & Looking Forward To 2018
2017 was an interesting year. The news was dominated by disturbing headlines but Capital markets didn’t care. The S&P 500 rose over 21%, including dividends. While this marks just the 31st best year since 1926, the tranquility was truly special.
Read
Do You Have What It Takes To Rebalance?
A portfolio that has not been regularly rebalanced is likely strongly skewed toward stocks—and may be more risky than the investor may have intended.
Read

STOCKS I FOLLOW

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

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Education

Publications