Principal Plan Sponsor Consultant
Location: NYC, New York, NY, United States

Provides dynamic asset allocation investment solutions for plan sponsors and plan participants.

ALL CONTRIBUTIONS

Has The Market Topping Process Ended?
With the new question of a second virus wave and the recent Fed Chairman Powell's comments on an economic path that sounds more like a greater potential for an L shaped recovery, this could also be a catalyst for a mood shift.
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Stocks Are At An Optimal Pivot Point
Stocks have reached a pivot point technically. Without fundamental support, there is a high potential for a change in the Primary trend from bullish to bearish.
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The Worst For Stocks Is Not Over, It's About To Start
The Primary wave 2 (bear rally) in stocks ended on April 29. Since then, the weekly trend in price and volume has been bearish. Even with last Friday's "the worst is over" move in stocks.
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The Bear Rally Is Over
Both large and small caps appear to have completed their rallies based on retracement ratios, frequency, and volume. The next wave down will be ushered in by the May 12 BLS inflation report.
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US Q1 GDP Is Projected To Be 3x Worse Than During The Great Recession
Weekly business activity now being reported by the NY Fed, paints an extreme decline in GDP when it's reported.
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Beware Of The Sucker Rally
Also known as the "bull trap," bear market rallies are mentally agonizing because they numerous investors into assuming the bear has finished. As evident by the following chart that is the reason they are alluded to as "a sucker's rally."
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STOCKS I FOLLOW

HSGFX Hussman Strategic Growth Fund

TWEETS

PERSONAL BLOG

Latest Posts
Stocks, Bonds, Cash - Mid-Term Return Expectations
Stocks are pushing the boundaries of valuation but still remain more attractive on a relative basis.

Work Experience

Principal Plan Sponsor Consultant Consultant
Fiduciary Focus, LLC
January 2018 - Present (2 years 7 months)

A trusted advisor to senior executives at mid-to-large sized professional services firms on retirement plans through my firm, Fiduciary Focus, LLC.

Principal Strategist
TG Asset Management, LLC
April 2010 - December 2017 (7 years 10 months)

Oversaw asset management firm designed for retirement plan assets. Developed and launched a dynamic asset allocation approach and system for counseling plan sponsors and retirement plan participants.

Co-Portfolio Manager, Director - Asset Allocation
AXA US
January 1999 - March 2010 (11 years 4 months)

Architect and co-portfolio manager to four equity ETF portfolios and six fund of fund strategic asset allocation portfolios with assets under management of $30B+.

Lead manager for the creation, production, and management of asset allocation and portfolio manager research services across all individual investor products and institutional 401k plans.

AVP - Investment Management
Chase Manhattan Bank (JPMorganChase)
January 1998 - December 1998 (1 year)

Role included coverage of international equities on the Dynamic Asset Allocation team.

Education

The Wharton School
Certificate
2019 / 2019
Asset Management
Hobart and William Smith Colleges
Bachelor's Degree
1985 / 1989
Cultural Anthropology<br/>

Publications

Building a Balanced Portfolio
Terry Grennon
The Motley Fool
12/31/2013
The Asset Allocation Pragmatist
Terry Grennon
The Motley Fool
11/27/2013