Weekly TGIF

Weekly TGIF

A Long December

A long December and there's reason to believe, Maybe this year will be better than the last. This song, by the Counting Crows, came to mind this week. Volatility returned in December after stocks basically…
December 6, 2019
Weekly TGIF


As the year 2019 approaches an end, so does a decade that will no doubt transcend. The world is a complex place. Life on earth is seldom easy. There’s a lot of anger and fighting…
November 27, 2019
Weekly TGIF

Schwab, TD, the Industry and Us

The Financial Services industry has changed. I can’t even count how many times I’ve said these words and heard them over and again. Our industry has evolved over the decades and technological innovations continue to…
November 22, 2019
Weekly TGIF

Smart Cities Straight Ahead

Artificial Intelligence, Robotics and 5G. It's coming. In fact, it's already here. Cities are getting smarter in this Digital Age in which we live. More and more devices are connected to the internet, which connects…
November 15, 2019
Weekly TGIF

The Great Experiment

Cheap and easy money. That was the answer to the Financial Crisis, or as it is often referred to, the Great Recession. When it appeared that the global financial system was at risk of collapse,…
November 8, 2019
Weekly TGIF

Good Riddance October

Welcome, November. You couldn’t have come fast enough. October was as bad of a month as I can remember in California. The state has faced swarming fires from north to south due to the bone…
November 1, 2019
Weekly TGIF

New York State of Mind

I was in New York this week for an annual investor strategy summit at JP Morgan headquarters. I've been attending this for a couple of years now with a group of independent advisors from across…
October 18, 2019
Weekly TGIF

Basketball, Trade and a Fire

The Trade War between the US and China keeps evolving, and the longer it lives, the wider it spreads. The human rights protesting in Hong Kong was seemingly something the Chinese government did not anticipate…
October 11, 2019