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: Quiet Holiday Trading Closes Wild Year
For the world, hopefully brighter days are ahead.
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October Market Recap: Stocks Drop With Renewed Shutdowns, Election Angst
Rising coronavirus cases, inability to pass a stimulus bill, and pre-election jitters combined to drive stock prices lower in October.
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Weekly Market Digest: Uncertain Stimulus Timeline May Drive Volatility
We expect market volatility to pick up in the coming weeks with uncertainty over a timeline for additional stimulus, the potential for drawn out election results, and a second coronavirus wave resurging.
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September Market Recap: COVID-19 Market Recovery Hits Pause
The stock market’s torrid recovery from the coronavirus induced drop hit a pause in September.
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Weekly Market Digest: Stocks Modestly Higher On Stimulus Optimism
For stock prices this week, hopes for a stimulus package outweighed news that President Trump contracted Covid-19 and a slowdown in  job growth. The House passed a $2.2 trillion package, but an agreement with the Senate remains elusive.
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August Market Recap: Beware Of Concentration Risk
In a pandemic world featuring heightened uncertainty, we believe the risks of concentrated portfolios are the highest since 1999. The events in August underscore the importance of having a well-diversified portfolio.
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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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