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 evolved ...more

ALL CONTRIBUTIONS

October Market Recap: U.S. Stocks Rally
Better-than-feared earnings results fueled a rally in U.S. stocks in October.
Read
July Market Recap: Stocks Rally On Investor Optimism
While not uncommon, it can feel strange when markets seem to be rooting for a slow economy to appease the central bank.
Read
What To Do In Bear Territory
Rising rates create a headwind, but it is worth noting that high absolute rates do not preclude strong stock returns. Ten-year yields spent most of the ’90s in the 5-7% range, a period where stocks did extremely well.
Read
What The Ukraine Crisis Could Mean For Markets And Investors
Stocks often fall around moments of crisis, only to post better than average returns over the next 6-12 months.
Read
September Market Recap: Global Stocks Suffer First Losing Month Since January
Corrections happen in most years and diversified investors should not be surprised or particularly uncomfortable.
Read
Weekly Market Digest: Quiet Holiday Trading Closes Wild Year
For the world, hopefully brighter days are ahead.
Read

STOCKS I FOLLOW

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

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Education

Publications