Bond Strategist for The Oxford Club, Wealthy Retirement and The Oxford Income Letter
Contributor's Links: Wealthy Retirement

Steve is the Bond Strategist for The Oxford Club, Wealthy Retirement and The Oxford Income Letter. He’s also the Editor ofOxford Bond Advantage.

For 10 years prior to joining Agora, Steve was a professional broker. On an annual basis, ... more

ALL CONTRIBUTIONS

High Healthcare Costs In Retirement Are Making Americans Broke
Last year, 55% of people over the age of 55 reported that they thought they would go broke in retirement. Not low on cash, not struggling… broke.
Watch
What’s Causing The Equities Gap Between Boomers And Millennials?
The percentage of your portfolio that you own in lower-risk holdings, like bonds, should equal your age. The older you get, the higher that percentage becomes.
Read
Too Much Cash Could Hurt Your Retirement Savings
The current market volatility is driving too many of us into large cash positions that are guaranteed losers.
Read
What’s Your Risk Tolerance?
The stock market has once again been doing what it does best: reminding investors that markets go down too.
Read
The Safest Way To Survive A Market Sell-Off
The market dropped faster than most of us have ever witnessed. In fact, it was the biggest point drop in a single day in the Dow’s history.
Read
Long-Term Care: The New Retirement Crisis
The retirement funding crisis that the boomers are facing is a walk in the park compared with the long-term care (LTC) crisis that is creeping up on us.
Read

STOCKS I FOLLOW

AAPL Apple Inc.
ABX Barrick Gold Corporation
ADM Archer Daniels Midland Co.
AER AerCap Holdings N.V.
AIG American International Group Inc
AKAM Akamai Technologies Inc.
ALU Alcatel-Lucent
AMZN Amazon.com Inc.
AND ADM HITS
APL Atlas Pipeline Partners L.P.
ARAY Accuray Incorporated
ASTI Ascent Solar Technologies Inc.
ATUSF ALTIUS MINERALS CORP
AVAV AeroVironment, Inc.
BA The Boeing Company
BAL iPath Dow Jones-AIG Cotton Total Return Sub-IndexSM ETN
BHP BHP Billiton Limited
BMI Badger Meter Inc.
BNO UNITED STATES BRENT OIL FUND
BPI Bridgepoint Education Inc.
BRCM Broadcom Corp NOW AVGO
BTE Baytex Energy Corp.
BWLD Buffalo Wild Wings Inc.
CAGC CHINA AGRITECH INC
CAT Caterpillar Inc.
CCI Crown Castle International Corp.
CLF Cleveland-Cliffs Inc. (fmrly Cliffs Natural Resources)
CLGX CoreLogic INC.
CLX The Clorox Company
CNH CNH Global N.V.
CREE Cree Inc.
CROX Crocs Inc.
CUBA The Herzfeld Caribbean Basin Fund Inc.
CYB WisdomTree Dreyfus Chinese Yuan Fund
DHR Danaher Corporation
DIA SPDR Dow Jones Industrial Average
DRR Market Vectors Double Short Euro ETN
DTD WisdomTree Total Dividend Fund
DXJ WisdomTree Japan Total Dividend Fund
ERJ Embraer S.A.
ERO iPathSM EUR/USD Exchange Rate ETNs
ETFC E*Trade Financial Corporation
EWJ iShares MSCI Japan Index Fund
EWM iShares MSCI Malaysia Index Fund
EWS iShares MSCI Singapore Index Fund
F Ford Motor Company
FAST Fastenal Company
FAX Aberdeen Asia-Pacific Income Fund, Inc.
FB Facebook Inc
FMY First Trust Mortgage Income Fund
FRO Frontline Ltd.
FSL Freescale Semiconductor Holdings I Ltd.
FSLR First Solar, Inc.
FXA CurrencyShares Australian Dollar Trust
FXC CurrencyShares Canadian Dollar Trust
FXCNF FOXCONN INTL HLDGS
GE General Electric Company
GERN Geron Corporation
GEX Market Vectors Global Alternative Energy ETF Trust
GLD SPDR Gold Trust ETF
GLUU Glu Mobile Inc.
GM General Motors Company
GOOG Alphabet Inc. (Google)
GRMN Garmin Ltd.
GRPN Groupon Inc.
GTI Graftech International Ltd.
HCN Health Care REIT Inc.
HILO EGA Emerging Global Shares Trust
HPI John Hancock Preferred Income Fund
HUM Humana Inc.
IBM International Business Machines Corporation
IMMR Immersion Corporation
INPH Interphase Corporation
INTC Intel Corporation
JAZZ Jazz Pharmaceuticals Inc.
JCP J.C. Penney Company Inc.
JJT iPath Dow Jones-AIG Tin Total Return Sub-IndexSM ETN
JO iPath Bloomberg Coffee SubTR ETN
JOBS 51job Inc.
JPM JPMorgan Chase & Co.
KMTUY KOMATSU LTD SPONS AD
KOS Kosmos Energy Ltd.
LNCE Lance Inc.
LNKD LinkedIn Corporation
LXK Lexmark International Inc.
LYB LyondellBasell Industries N.V.
MCD McDonald's Corporation
MCK McKesson Corporation
MEET Quepasa Corp
MET MetLife Inc.
MNTA Momenta Pharmaceuticals, Inc.
MO Altria Group Inc.
MRVL Marvell Technology Group Ltd.
MSFT Microsoft Corporation
MTW Manitowoc Company Inc.
NFLX Netflix Inc.
NIB iPath Dow Jones-AIG Cocoa Total Return Sub-IndexSM ETN
NOK Nokia Corporation
NWS News Corporation
NXPI NXP Semiconductors N.V.
NYT New York Times Co.
ONVO Organovo Holdings Inc
ORA Ormat Technologies Inc.
OSTK Overstock.com Inc.
OSUR OraSure Technologies, Inc.
P Pandora Media Inc.
PBR Petrobras - Petroleo Brasileiro S.A.
PEP PepsiCo Inc.
PLCE The Children's Place Retail Stores Inc.
PNRA Panera Bread Company
POT Potash Corporation of Saskatchewan Inc.
POZN Pozen Inc.
REE Rare Element Resources Ltd.
RHT Red Hat Inc.
RITT RIT Technologies Ltd.
RPM RPM International Inc.
RPRX Repros Therapeutics Inc.
SAP SAP AG
SH ProShares Short S&P500
SIEGY Siemens Aktiengesellschaft
SLV iShares Silver Trust
SLW Silver Wheaton Corp.
SNE Sony Corporation
SNN Smith & Nephew plc
SUNE SunEdison, Inc.
TEF Telefonica S.A.
TSL Trina Solar Limited
TSO Tesoro Corporation
TTM Tata Motors Limited
TUR iShares MSCI Turkey Investable Market Index Fund
UA Under Armour Class C
UPS United Parcel Service Inc.
URBN Urban Outfitters Inc.
UUP PowerShares DB US Dollar Index Bullish Fund
VFH VANGUARD FINANCIALS ETF
VLKAY VOLKSWAGEN A G SPONS
VNM Market Vectors Vietnam ETF
VOD Vodafone Group plc
VYM Vanguard High Dividend Yield ETF
VZ Verizon Communications
WBA Walgreens Boots Alliance, Inc.
WBK Westpac Banking Corporation
WDC Western Digital Corporation
WEN The Wendy's Company
WFC Wells Fargo & Co.
WLT Walter Energy Inc.
WMT Wal-Mart Stores Inc.
WTW Weight Watchers International Inc.
XLF Financial Select Sector SPDR
XRX Xerox Corporation
YHOO Yahoo! Inc.
YNDX Yandex N.V.
YOKU Youku.com Inc.
YUM YUM! Brands Inc.
ZUMZ Zumiez Inc.
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PERSONAL BLOG

Latest Posts

Work Experience

Bond Specialist
Oxford Bond Advantage
September 2008 - Present (9 years 10 months)
Writer and host
Slap in the Face Award
September 2008 - Present (9 years 10 months)
Host, The Market Wake Up Call
The Oxford Club
April 2002 - Present (16 years 4 months)
Writer and Host, Investment U Weekly Update
The Oxford Club
April 2002 - Present (16 years 4 months)

Education

University of Scranton
M.S.
1975 / 1977
Counseling
University of Scranton
B.S.
1971 / 1975
History/Psyc/Educ/Phil

Publications