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

Weekly Market Digest: Stocks Start The Third Quarter Strong
Stocks finished the second quarter and started the third on a strong note.
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Weekly Market Digest: Stocks Continue To Rally
The “re-opening” market rebound continued with stocks marching higher, punctuated with a rally Friday fueled by a much stronger than expected jobs report.
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Weekly Market Digest: How Will China Tensions Impact The Market?
Encouraging updates on vaccine progress, optimism for reopening economies, and talk of more stimulus combined to overcome increasing tension between the US and China, driving stock prices higher for the week.
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What Moved The Markets In April?
April experienced spiking coronavirus infection and mortality counts as well as unprecedented job loss.
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Weekly Market Digest: U.S. Stocks Have Their Best Month In 30 Years
U.S. stocks started the week on a positive note but ended it about where they started. As we enter May, many states and countries are beginning cautious steps to reopen economies from economically devastating shutdowns.
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How Did The Coronavirus Impact The Stock Market?
In Q1 of 2020, the novel coronavirus, aka COVID-19, began to spread rapidly around the world.
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STOCKS I FOLLOW

GOLD Barrick Gold Corporation
SPY SPDR S&P 500
VZ Verizon Communications
YHOO Yahoo! Inc.

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