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

Q1 18 Review: A Return Of Volatility And A Time To Revisit Strategy
After a lengthy snooze, market volatility resurfaced in Q1. The year started off hot. US stocks rose 5.2% in January and extended the S&P 500’s all-time record for consecutive positive months.
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Market Volatility And A Very Busy Week In Washington
A conciliatory tone on trade from both China and the US as well as easing fears around a military escalation stemming from Syria’s apparent chemical attack led to rising stock prices.
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Is Market Timing A Myth?
What do market timing and stock picking have in common with Las Vegas?
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Trade War Tensions, A Fed Rate Hike, And Facebook
Stocks were hit by a combination of trade war tensions, Facebook controversy, and another Fed rate hike. Safer assets such as bonds and the often overlooked utilities sector held up well for the week
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A Busy Week In Washington And The Fiduciary Rule’s Fate
Stocks drifted lower as investors pondered the impacts of tariffs, White House drama, and rising interest rates. Meanwhile, a court of appeals ruled that the Department of Labor overreached with its fiduciary rule and struck down the law.
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Momentum Remains On Bulls' Side
This long bull market has been fueled by accommodative policy from central banks globally. So it is no wonder the market is somewhat obsessed with Fed interest rate policy. That made Friday’s jobs report a home run.
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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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