The quick brown fox jumped over the lazy dog, sir. The quick brown fox jumped over the lazy dog, sir. The quick brown fox jumped over the lazy dog, sir. The quick brown fox jumped over the lazy dog, sir.

The quick brown fox jumped over the lazy dog, sir. The quick brown fox jumped over the lazy dog, sir. The quick brown fox jumped over the lazy dog, sir. The quick brown fox jumped over the lazy dog, sir.

Why The Tax Cut Bonuses Ring False
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Every once in a while, when a baseball player hits one out of the park at an away game, the fan who catches the ball throws it back on the field. Why celebrate the opponent’s achievement? As rebukes go, it’s not subtle.

Sometimes I wonder if the rank and file employees who got $1,000 “tax cut” bonuses might give it back to their employer or use it to light a cigar. The list of companies giving $1,000 bonuses to employees in the wake of the tax cut keeps growing. AT&T, Alaska Air, Charles Schwab, U.S. Bancorp, Tyson Foods and Comcast, among others, have doled out $1,000 raises. read more

Bullet Proof Balance Sheets
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While a focus on growth has always been in fashion, the advent of COVID-19 has enhanced the currency of balance sheets.  

I know this because an article I wrote with client Ken Berman of Gorilla Trades quickly generated more than 400,000 page views after we published it on Kiplinger.

The list of 25 companies includes predictable entries like Google, Amazon, Apple, which sport truly amazing balance sheets, but also fly-below-the-radar mid caps like data security firm Fortinet (FTNT), Cognex (CGNX), which develops machine visions systems, biotech’s Incyte (INCY) and Old Dominion Freight Lines (ODFL).  read more

Stoke That Sibling Rivalry
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I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing and personal finance.

Bourbon As An Investment
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I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing and personal finance.

Earnings on Deck
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I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing and personal finance.

Insecure IRAs
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I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing and personal finance.

Where The Dollars Are
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I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing and personal finance.

Will The SEC Protect You?
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I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing and personal finance.

Growth Wins, For Now
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I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing and personal finance.

Royal Returns on Your Investments
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I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing and personal finance.

The Way We Were
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I was appointed the finance correspondent for Senior Life Advisor, an online magazine for investors near or in retirement. The articles for Senior Life Advisor were designed to offer actionable information as well as items of interest about economics, investing and personal finance.

2020: It Was A Very Good Year
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That’s a sentence you don’t see too often.  However, if you like dividends, it was with the 500 largest public companies in the U.S. paying nearly $500 billion to their shareholders.  Any way you measure it, $500 billion is a big number.  

Net of the defense budget ($616 billion), the dividends paid by the largest U.S. companies were greater than the funding for almost every cabinet level department — Education, Homeland Security, Justice, Veterans Affairs, among 11 others as well as major agencies such as the EPA and SBA for 2019.   read more

No, This Isn’t 2008: Perspective On The Coronavirus Economy
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Covid Stocks And The Three Bears
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

What Does The Fed Know That We Don’t?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

How to Make Volatility Work For You
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Should You Position Your Investments For A Recession?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Why Your One-Stock Solution Isn’t A Solution
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

If You Believe In Human Progress, Buy Stocks
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

How To Acclimate To The Cold Sting Of Market Volatility
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Tech Mania: Is This 1999 All Over Again?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Why The Federal Deficit Isn’t Cause For Panic… Yet
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

How To Avoid Getting Wiped Out By The Next Harley Davidson
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

It’s Time To Embrace Rational Investing
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Don’t Let Your Industry, Job Or Company Get Amazon-ed
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

3 Steps To Earn The Same Returns With Less Risk
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Tax Loss Harvesting Season: What You Need To Know
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

An Investing Strategy For Our Current Bull Market
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

3 Things Your Financial Advisor May Not Be Telling You
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Getting Real About Returns In A Low-Yield World
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Who Wants To Be A Millionaire?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

What the Selloff in the Bond Market Tells Us about a Trump Administration
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Your Vote Shouldn’t Impact Your Investment Decisions
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Warren Buffett: The Wealthiest Index Investor?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Are Global Stocks Poised To Win A Gold Medal, Or Will They Be Left Off The Podium?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Keep Calm And Carry On: Globally Investing After The Brexit Vote
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Gold: What Is It Good For? Absolute Value Or Absolutely Nothing?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Will The Party Continue For American Investors?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Do U.S. Savers Need To Worry About Negative Interest Rates?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Rebalance Regularly, Even During Periods of Volatility
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

The Case for Emerging Market Stocks
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

3 Common 401k Mistakes Investors Should Avoid
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

FANG versus Everything Else: 2015’s Performance Divergence
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Four Essential Elements Of Successful Investment Portfolios
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Choosing The Portfolio You Need vs. Being Sold The Portfolio You Want
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Should You Invest In Expensive Growth Stocks Or Less Expensive Value Stocks?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

3 Things Every Investor Should Know About Recent Market Volatility
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Which Financial Services are Worth Paying For?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

With a Rate Hike on the Horizon, the Fed needs to be Wary of Headline-Seeking Pols
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Why You Shouldn’t Worry When the Fed Raises Rates
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Enhance Returns By Chasing Buybacks?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Active Versus Passive Investing: Are These Really The Only Two Options?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

When To Plan For 2015 Taxes: Now
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Europe’s Groundhog Day: Can the E.U. Break Out of 2011?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Currency Headwinds Taking Center Stage
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

2015 Global Outlook: Convergent & Uncertain
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

To Maximize Your Wealth, Think Like a Realtor
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

What to Do When Everything Looks Expensive
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Don’t Change Course Based On The 2014 Anomaly
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Four Reasons Why Earning Seasons Matter To The Long-Term Investor
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Corporate Inversions: Boogeyman or Straw Man?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Three Ways The Shrinking U.S. Trade Deficit Should Prompt You To Rethink Your Portfolio
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Small Caps: The Good, Bad and the Ugly
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Why Cash May Not Be As Safe As You Think
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Leverage CalPERS Hedge Fund Move As Reflection Point For Evaluating Your Portfolio
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Worried About Russia Invading Your Portfolio? Maybe Not Such A Bad Thing
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

India: Investing Beyond The Obvious
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Tech Selloff Underscores Dangers Of IPOs
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Don’t Be Seduced By Tax Benefits And High Yield — Beware The MLPs
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

China’s Turn For A Debt Crisis: Keep Your Eyes Open For The Unexpected
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Dour Outlook For Brazil May Be Exaggerated: A Contrarian Take
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Yellen Is Worried About Housing, What Does That Mean For You?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Could Your Wealth Advisor Disappear?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Michael Lewis, Market Rigging And Mom & Pop: A Chief Investment Officer’s Perspective
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Paradox Of Growth: The Fastest-Growing Economies Don’t Have The Highest Stock Market Returns
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Does Your Wealth Manager Optimize For Taxes?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Why And How To Choose A Financial Advisor
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

7 More Things Top Investors Avoid
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

8 More Things Top Investors Avoid
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Three Kinds of Fees Your Wealth Manager Doesn’t Mention
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Beware Of ‘Story Stocks’
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

5 Questions To Ask Before You Retool Your Portfolio For 2014
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Eight Traps Top Investors Avoid
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

How to View Emerging Markets Now
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

6 Tax Loss Harvesting Tips
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Beware The Pitfalls Of High Yield Stocks
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Three Things Your Wealth Manager Doesn’t Want You To Know
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Are You Using Indexes To Benchmark Your Way To Failure?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Are You Too Smart For Your Own Good?
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Diversifying Your Way To Added Risk
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

When It Comes To Investing, Men Are From Venus
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Fuel To The Fire: How Oil (Briefly) Became The New Asbestos
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Don’t Try To Time The Fed
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This article was written with Jim Cahn, the Chief Investment Officer at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Forbes to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

3 Silver Linings from Coronavirus Shine for Savers and Investors Today
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

9 Things Your Tax Preparer May Not Want You To Know
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

3 Retirement Tax Mistakes You Can’t Afford to Make
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

Are You Forcing Unintended Consequences on Your Heirs?
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

Equal Shares for Heirs? Not Unless You Take Taxes into Account
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

Is the $1.5 Billion Lottery Winner Better Off Under New Tax Law?
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

Rest In Pieces, AMT
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

Be Roth Smart: An Investment Guide to Roth IRAs
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

All Aboard the Tax Volatility Train
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

How to Take Advantage of the New Tax Bracket Sweet Spots
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

You Can Pay $0 in Taxes on Your Retirement Income
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

QCDs: Use This Tax Strategy to Get More From 2018 RMDs
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

4 Ways Retirement Savers Can Help Reduce Their RMDs
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

Working Part-Time in Retirement Can Be Tricky
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

How Saving Too Much Money Could Actually Backfire
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

4 Actions to Take If You’re Retiring in 2017
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This article was written with Brian Vnak, the Vice President of Advisory Services at Wealth Enhancement Group. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Vnak as a contributor and to deliver original articles for them on a regular basis.

5 Best Mining Stocks to Buy Now
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

10 Safe Dividend Stocks You Can Rely On
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Booming Biotech Stocks to Buy
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

25 Blue Chips With Brawny Balance Sheets
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

Investing in Stocks? Balance Sheets Are Everything
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

6 Med-Tech and Medical-Device Stocks to Buy
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

The Best New Stocks to Buy in 2020 (And 2 to Avoid)
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

6 Stocks to Buy for Their Massive Stock Buybacks
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Stock Picks for America’s Everlasting Trade War
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Pharmaceutical Stocks With Big Moats and Bridges
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Best-of-Breed Gold Stocks to Buy Now
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

10 Energy Stocks and Funds to Buy for Dividends AND Growth
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

The Dogs of the Dow 2019: 10 Dividend Stocks to Watch
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

6 Genome Sequencing Stocks to Buy for Big Health-Care Profits
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

10 Deeply Discounted Stocks to Buy
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Hot-Running Health Insurance Stocks to Buy
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Fintech Stocks to Buy for the Future of Finance
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

6 Stocks to Buy for Trade War Protection
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

14 Top-Flight International Dividend Stocks to Buy
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

10 Safe Blue-Chip Stocks You Want to Own
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Sin Stocks You Can Feel Good About
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Bank Stocks to Buy for a Rising-Rate Environment
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Dividend Stocks That Can Deliver Income AND Growth
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

5 Strong Stocks to Buy for an American Infrastructure Boom
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

6 Dividend Growth Stocks to Stay Ahead of Rising Interest Rates
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This article was written with Ken Berman, founder of Gorilla Trades. It was part of a series of articles developed under an agreement with Kiplinger negotiated by me to designate Mr. Berman as a contributor and to deliver original articles for them on a regular basis.

Media Exposure By The Numbers
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Since November 2010, I’ve sent out 12,471 queries to the media.  I know this because the software platform I use keeps track of them. That’s about 5 a day for a decade.  The learning comes not so much from what I’ve sent out, but rather from what comes back.  Based on the responses I get, and the buckets they fall into, here’s what seems to drive media interest: 1) Serendipity; 2) Consistency; 3) Brevity.

First, reporters often get back to me not about what I’m pitching, but about something else they are working on.  The query reminds them my client is a source. read more

The Feminine Touch, Hopefully
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Jane Fraser was selected to be the next CEO of Citigroup, the first woman to run a “money center” bank.  One can only hope that she will best the performance of her predecessors.  Almost any time frame in which one might evaluate Citigroup shares, year to date, one year, five years, the performance is abysmal. 

And let’s not forget, Citigroup was a stock that was trading at $557 before the Great Recession.  At today’s price of about $50, the leadership prior to Ms. Fraser’s ascent lost more than 90% of the value once held by shareholders.    read more

Reminiscing The IPO Market
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The unicorns are filing one after another for initial public offerings and the excitement in the IPO market is taking me back to 1982, when I was working at a publication called Going Public: The IPO Reporter, the pre eminent journal tracking initial public offerings.

I joined the staff in late 1982, and the total tally of IPOs for the year was something like 300 deals. Then near the end of the year, a well placed venture capitalist predicted that next year’s haul would be something like 600 deals. read more

Post
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Elon Musk’s Mark Twain Moment
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Mark Twain was the pen name of Samuel Clemens. Clemens was a very clever writer. So it should come as no surprise the very name he chose for himself — Mark Twain — would be steeped in mystery and uncertainty.

Since time immemorial sailors have marked the depth of by throwing a weight in the water at the end of a sounding rope with knots every 6 feet. The second knot was known as the twain, and it marked 12 feet, the minimum amount of water the paddle boats during Twain’s time needed without running aground. So when sailors yelled out ‘mark twain!’ for the captain, it was a moment of uncertainty. Was the boat moving into deeper, safer waters, or was it heading into shallower dangerous waters? read more

Innumeracy Hurts
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Innumeracy — the numerical version of illiteracy — hurts.  It hurts more because unscrupulous parties use it to paint a convincing picture that is at odds with reality. Discourse, opposition, and needed change can all be suppressed by preying on innumeracy.  To see this in action, consider the case of Wal-mart back in the spring of 2015.  At the time, the inadequacy of the minimum wage was a raging national debate.  Fast food workers were organizing a walk out.  One after another, corporations were announcing increases in the minimum wages they paid to avoid a social media backlash. read more

When Capitalism Hurts: Amazon and Detroit
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When Amazon released its top 20 contenders this morning, I quickly scanned the list — not for my city, Philadelphia — but for Detroit.

I was sad Detroit didn’t make the cut.  It was a bad day for them and a bad day for the country, I thought.

It made me think about all the statements we’ve heard from iconic tech entrepreneurs about the transformative power of technology.  Well, Detroit is a place that needs to be transformed.  Where are these icons now?

To be sure, there’s a business case to exclude Detroit from the final cut.  Amazon said it was looking for a stable and business friendly environment and access to technical talent, probably not Detroit’s strongest suits. read more

And Now, Fake Earnings
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With earnings season here once again, and the term fake news ricocheting across social and traditional media, it’s not too great a leap to get to the concept of fake earnings.

Lots of companies present earnings that aren’t really earnings.  For example, in January Intel reported earnings of $10.3 billion, and then adjusted earnings of $13.2 billion, about 30% higher . . . At Google, net income was $4.9 billion but adjusted net income was $6.0 billion or 23% higher . . . Drug maker Celgene reported net income of $2 billion, but also presented investors with adjusted net income of $4.8 billion, 140% higher. read more

Getting Media Exposure: Sharing Matters
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For companies trying to develop relationships with the media, here’s another arrow for your quiver:  Share the stories they write with your social media networks.  This according to journalists and reporters themselves.  When asked in the 2017 State of the Media Report by public relations software firm Cision, ‘How can communications professionals improve their media relationships and improve the chances that their content gets media exposure?,’ 31% said ‘share my stories on social media,’ up from 27% in 2016. read more

The Myth Of The Mainstream Media
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413 x 239.pages copy

It seems almost every reporter, anchor, radio host or ‘influencer’ out there likes to point out they are giving you information that ‘the mainstream media won’t report on.”

Sometimes it’s information the mainstream media “wouldn’t dare report on.”

I would offer that if you are trying to interpret the media landscape today, remove the notion of the mainstream media from your thinking because it doesn’t exist anymore.

The modifier mainstream implied wide distribution and consumption, which meant influence, which meant power.  While the venerable New York Times has a circulation of ~2 million (1.4 million digital only subscriptions and 600,000 print subscriptions), a big number, it cannot compete with even second tier social networks (i.e. not Facebook). Reddit, for instance, has ~540 million visitors per month.  Tumblr has a (disputed) 300 million monthly visitors. read more

More Cheating = More Regulation
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I kind of like seeing the CEO of Wells Fargo on the hot seat in front of the house and senate for the fraudulent opening of customer accounts.  I always felt Wells Fargo’s conduct in general and their attitude toward their customers was criminal.

I just didn’t know how accurate my sentiments were.  Don’t get me wrong. The rank and file are nice enough and hard working.  But they’re hamstrung by policies from on high that prevent them from acceding to customers needs.  And the imprint of senior management is imbedded in information systems that spit out a dizzying array of fees, penalties and abusive policies. read more

Media’s Future Will Follow Markets’
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Back in 1991, when I was freelancing, casting central newsman Bob Flaherty, then of Equities magazine and now head of his own financial news service, told me to get on a train to New York, visit the offices of something called Instinet and write a story about it.

Instinet, owned by Reuters at the time, was shaking up the trading business with its recently introduced “crossing” system which allowed institutional investors to trade directly with each other, effectively bypassing the exchanges and stock markets. read more

Active vs. Passive: Game Over
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I just finished a white paper for a large financial institution on the well worn topic about which is better: active or passive investment strategies.

Sometimes, it’s productive revisit old topics because they bring a fresh perspective that either reinforces ones’ conviction or makes a slight chink in the wall that slowly exerts its influence until the next time the subject is revisited.

No such change of conviction occurred about the superiority of passive investment strategies after a deep dive on behalf of my client.  While I managed to write about 2,000 words on the topic, to me, it boils down to this: read more

Failing Fast
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My friend, entrepreneur Marc Kramer has started about 20 businesses.  Some have succeeded, others have not.  Among his start-ups,  I asked him if he got signals early on that he had a clunker on his hands, and if so, what the signs were.

Generally, he said, he knew within about 120 days whether or not the concept is going to fly.  Here are some of the sign posts he saw along the way that informed his thinking.

Little word of mouth.  Kramer says word of mouth is the ultimate acid test.  “If consumers are using your product, and are not excited enough and satisfied enough to tell friends, family and colleagues about it, your product or service is unlikely to succeed.” read more

How CEOs Scare Investors
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When portfolio managers take a position in a company’s shares, or even think about taking a position, it’s a highly analytical process.  But interpersonal dynamics have an impact too. When a CEO makes an investor’s Spidey sense tingle, it can derail the investor’s interest.  Here’s some ways I’ve seen CEOs get on the wrong side of an investor.

=&0=& Despite prevailing sky-high compensation for CEOs, it still makes investors jumpy.  Among S&P 500 companies, the CEO’s salary has less of an impact. But among small and mid-cap companies the impact is larger.   When a CEO is making $5 million a year, the investor will register a risk that the CEO might be fat, happy and overly motivated to maintain the status quo.

=&1=&  If a company stumbles, and the portfolio manager (and his or her investors) lose, they want the CEO to lose too.  It’s not vindictive, but rather a question of aligning interests. When a vast majority of the CEO’s wealth is tied up in the company’s shares, this alignment is achieved.

=&2=&  Some CEOs spend most of their time talking and meeting with potential investors.  CEO access is a positive, but only to a point.  When CEOs are always selling stock, they’re not managing and investors are attuned to this.  From an IR perspective, it can be far more productive to meet with existing investors and squelch selling at the source than fishing for new investors.

=&3=&  For a non deal roadshow, when there’s a single portfolio manager with a notepad sitting across from 6 company representatives, it’s awkward.  Further, the investor starts asking:  Does the CEO have an outsized ego?  Is the CEO insecure?  Are other company executives afraid to have the CEO talk to investors alone?

=&4=&  Investors can smell a ‘deal guy’ a mile away.  There’s nothing wrong with being transactionally oriented per se, but it establishes a hurdle the CEO must overcome.  Specifically, the investor is left to wonder: is this CEO a steward of long term value or simply the architect of the next transaction?

None of these traits are deal killers per se.  However, what they can do is establish a negative perception that must be overcome, or worse, gets exacerbated over time.

Meeting with investors seems compulsory, but it isn’t.  And it’s rife with risks too.  Remember, the very best investor relations program includes a CEO who sticks to his or her knitting and grows earnings.

CEO TV:  The Wave Continues
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On Monday, I wrote about the wave of CEOs on TV following earnings reports and offered that keeping quiet after earnings can work too.

And then none other than Apple’s chief executive officer Tim Cook joins the movement by appearing on Jim Cramer’s Mad Money Monday night.

Why would he do this?  Here’s two theories.

First, they really do worry about the price of the stock at Apple, and Cook’s appearance was an effort to rally the faithful.  This seems unlikely.

More likely, it’s something like this:  Apple management believes now is the time to introduce Tim Cook as his own man.  Up until now, Cook has been perceived as Steve Jobs’ replacement.  As shareholders and customers finally, sadly realize Steve Jobs can’t be replaced, there is a natural opportunity and risk for Cook.  By trotting our Cook now, Apple is trying to manage the risk and capitalize on opportunity.

The risk is that Tim Cook, unexpurgated, is not compelling in the production of earnings or navigating uncharted territory in privacy and security.  As CEO of the planet’s most valuable company, he’s got to be compelling on one, either or both.

The opportunity is that he’s precisely the right man at the right moment if, among other things, he can convince his publics of this.  With Apple now talking about how lucrative it will be providing services to customers, Cook can step into the fore as not the innovator that Jobs was, but rather as the able steward of a community with more than one billion members.

So the segment on CNBC could have been pure, unadulterated spin designed to tackle a long term risk, not the present choppiness in the stock.  What Cook had to weigh, and what other chief executive officers should weigh, is and whether taking to the airwaves and talking in an uncontrolled environment — irrevocably —  to a large television audience will solve problems or create new ones.

 

Telling Everyone All About It, Again
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I like earnings season because of the surprises.  But sometimes, you get to see something over and over again.  In what has become a tough reporting period, CEOs are taking to broadcast outlets explaining, first hand, the shortcomings of the most recently reported results.

Notable so far this season was Sally Smith of Buffalo Wild Wings and Jeff Weiner of LinkedIn both on the tube following earnings reports.  Ms. Smith went right into the crucible, appearing on Mad Money with Jim Cramer explaining among other items, the importance of takeout, while Mr. Weiner appeared on screen to unravel sequentially flat revenues and lumpy EBITDA. read more

Investor Relations:  The Long Conversation
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If a stock shows a significant positive change in revenues or earnings with an attendant rise in the price, do you believe portfolio managers will be moved to buy it?

Conversely, if there were a significant negative change in earnings or revenues, would they short or sell it?

Chances are the portfolio manager would not buy or sell.  They would observe, they would take in the new data points, but that might be it.

Remember, a managed fund portfolio might have 50 to 100 positions.  Some have even fewer.  The point is, adding and subtracting positions is the most carefully considered activity a portfolio manager undertakes.  It is, in fact, exactly what they are paid for.  As a result it’s unlikely they will make a change based on a singular data point. read more

How VCs Analyze Financials: Part I, The Income Statement
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If you have historical financial statements, your would-be venture capital investor will take high interest in them.  VCs typically look at financial statements differently than other investors, and certainly differently than a lender would.

This three part series will look at the three primary elements:  income statement, balance sheet and statement of cashflows.  Part one, the income statement follows.

(If your company is very early or seed stage, read on regardless, for insights on how to construct your financial statements once expansion materializes.)

The first stop on the income statement are usually the gross, operating and net margins to see if they are in line with industry averages. Next, they’ll tend to look at the trends in contributions to revenues if the company has more than one product or line. Ideally, revenue figures will show a trend toward the higher margin products/services over time.

In addition, most investors will be looking at whether or not the revenues are recurring in nature — that is, are they coming from new or existing customers? It’s much less expensive to generate revenues from existing customers than it is to go out and find new ones. If the revenue structure is a recurring one, it’s easier to make the case for growing margins over time.”

Next, general and administrative expenses. If these are high by industry standards, it’s not necessarily a negative, if you can make the case you’re simply managing income for tax purposes. After all, that’s what small business owners are supposed to do. When general and administrative expenses pose a problem to investors is when the organization is plain top heavy because it’s a sign of management shortcomings.

Next, if there’s not R&D on the balance sheet in the form of capitalized expenditures, then most investors will be looking for some R&D expenses to show up on the income statement. Of course, this mainly applies to technology companies, where innovation offers an edge. R&D can be a very important factor for leading edge technology companies, because innovation is the force that will drive future revenues.  At Intel for instance, R&D was about 21% of its $55 billion in 2015 revenues.

In addition to the overall volume of expenses, says most equity investors will also look at the trend relative to revenues. They’re looking for operating leverage. Ideally, the company is engaged in a business where operating expenses, as a percentage of sales, decrease as sales increase.

Operating leverage is a significant benefit, since under those conditions, the company becomes more profitable, hence more valuable, the larger it gets. For instance, at Apple, the company was able to increase revenues by about $66 billion between 2013 and 2015, with an increase of just $7 billion in operating expenses.  That’s leverage.

Stepping back and looking at the income statement, an investor might wonder if a more conservative approach to revenue recognition would turn what appears to be a profit into a loss. Deferred expenses, questionable gains or losses, low returns and allowances charges relative to industry averages or lax revenue recognition policies might all conspire to make the entire presentation look questionable, or worse, turn a profit into a loss.

Part II, The Statement Of Cashflows will be published next week.  

 

 

How VCs Analyze Financials: Part III, The Balance Sheet 
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If you have historical financial statements, your would-be venture capital investor will take high interest in them.  VCs typically look at financial statements differently than other investors, and certainly differently than a lender would.

This three part series will look at the primary elements: the income statement, statement of cashflows and the balance sheet.  This is Part III, the balance sheet.  (If your company is very early or seed stage, read on regardless for insights on how to construct your financial statements once expansion materializes.)

Following scrutiny of the income statement (see Part 2), most investors will look over the balance sheet.  Unlike a banker, an equity investor is much less concerned with the presence of assets to liquidate if there are problems. Whatever hard assets there may be, are likely pledged to somebody else anyway.

Most investors will zero in on the intangible assets. Whereas these don’t mean boo to a lender, they speak volumes to an equity investor, especially for a technology-oriented company. For instance, if a company is capitalizing research and development (that is, treating expenditures for R&D as if they bought an asset), that’s good because it shows a significant commitment to product development and improvement, which hopefully will fuel future sales. By the same token if a company is too aggressive in their allocation of R&D expenditures to asset rather than expense accounts, it could be a negative. A more conservative look at intangible assets might cause a reclassification of R&D expenditures as expenses, and in the process deliver a big hit to earnings, and a hit to earnings could cause the next round of financing to be done at a lower valuation, which reverberates all the way back to the VC’s limited partners.

Next, for companies that sell physical products, most investors will look at the inventory to see if it’s in or out of kilter with revenues. If the inventory account is high relative to the revenues, or has been creeping up over time, it can give pause.  Maybe the company is gearing up for a big sale or maybe the company has poor management controls and is not responding to changes in it sales cycle.

Regarding accounts receivable, if there are any, many investors will take an interest in the revenue recognition policies — that is when during the sales cycle the firm actually books its revenues. In general they’re trying to see just how firm the revenues are the company is reporting.  Growing businesses sometimes push sales out the door and book them right away, a policy that can be crippling with complex products or services that may take months to deliver to the satisfaction of the customer.  Technology driven receivables can be particularly volatile because the product or service is new, and customers may not fully appreciate the value they are receiving, or thought they were receiving.

Going over to the liabilities, accounts payable can cause problems. Sometimes a $1 million investment will get whittled down to half than amount after the creditors stake their claim. It’s not unheard of for investors to get on the phone to the creditors to see if they will hang in there a little longer.

Moving down the liabilities, if there’s any term loans, the investor’s comfort with them will vary directly with the length of the term. If its 2 years, that could be a problem. If it’s seven, that’s much better.

Further down in the liabilities section, there are often accrued salaries or ‘Notes Due Founders.’ These can spell trouble for the entrepreneur who is not flexible. Bankers simply subordinate these to their own debts and forget about them.  But equity investors get a little prickly on this topic.  Basically, they don’t want to pay off founder’s loans.  What founders and owners call loans, VCs typically call sweat equity.

Next, the investor will look at the equity section of the balance sheet. First they want to see if it’s negative or positive. Remember, at the end of each year, the net income or net loss gets posted to the equity section of the balance sheet. So if the company has been stringing together a series of losses, the equity will be pretty thin. If the equity account is negative, the company is technically insolvent. At the very least, it’s running on fumes.

Finally, the investor will take a good long look at the notes to the financial statements. In fact, notes are so important, that some investors read them first. Notes to financial statements are one more reason that CPA-prepared financial statements are essential. Internally generated financial statements rarely have them, which has the net effect handicapping the investor, who may simply walk until notes become available.

How VCs Analyze Financials: Part II, Statement of Cashflows
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If you have historical financial statements, your would-be venture capital investor will take high interest in them. VCs typically look at financial statements differently than other investors, and certainly differently than a lender would.

This three part series will look at the three primary elements: income statement, balance sheet and statement of cashflows. Part one, the income statement can be found here.  This is part two, Statement Of Cashflows

Following scrutiny of the income statement (see Part 1), most investors will settle down with the cashflow statement. Overall, they want to see how capital intensive the business is, i.e. how many dollars have to be put into the business before one pops out.

It’s not that a capital intensive business is necessarily bad, but rather if a business needs lots of money, the equity investor needs to know it, because he or she is the person everyone is going to turn as the business starts to experience growing pains.

For example, when analyzing the cashflow statements for capital intensity, many investors will look for seasonality. Why? Seasonality eats cash because a business carries inventory that it cannot sell, or maintains staff levels that are not optimized.

Another harbinger of capital intensity is lengthy collection periods. If these are combined with overall increases in the volume of receivables, it means that the company is really getting squeezed. In fact, it’s possible for a growth company to be highly profitable, but cashflow negative every month.

While receivables financing from banks would appear to alleviate some of the capital intensity, that’s not always the case. New products, especially those which are technical in nature, there is uncertainty regarding their reliability, and as a result, market acceptance. In addition, services always make for funny receivables because there is no exchange of a physical product — nothing the seller can take back if the buyer fails to pay.

Because of these characteristics, service and growing technology companies often find receivables financing from banks difficult to come. Often times, it’s the equity investor that has to fork over an extra layer of capital so that the operation can catch its breath, hence the focus on capital intensity.

 

Use Your Perch To Get Media Exposure 
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All businesses occupy a perch. By that, I mean the manner in which their business operates throws off data that sheds light on their industry, competitors, suppliers or customers. Here’s some examples:

• The number of times men click the profiles of fair-haired women on match.com answers the question whether or not gentleman do prefer blonds. Similarly knowing how beards fare in the romantic ecosystem might offer a clue about how long the current trend in facial hair is going to last. read more

The Book of Business
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I wrote this book for students of business, and maybe students of human nature too.

I say students because, for better or for worse, the people covered in these few short stories, all of them clients, taught me a lot of what I learned on both topics.

It’s a gallery of heroes, fools, visionaries and rogues who succeeded and failed on a grand scale. Some operated in the spotlight, but, like most of us, most toiled in relative anonymity.

In each story, I’ve offered up what I learned, but I hope readers will not get too caught up in that. Really, the main goal here is to entertain and amuse. read more

Generals Don’t Inspect The Bullets
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As the content arms race rolls on, I’m beginning suspect that some CMOs are getting off track in their approach to content marketing.

Too much oversight.  Too much strategy. Too much handwringing.

In my experience, the primary value of content marketing is catching a prospect at the moment they happen to be searching for the product or service your enterprise offers.  And in search, one of the primary variables driving rank is freshness.

Catching a prospect mid-search means, for better or worse, content distributed across social media platforms is nothing more than a rifle shot.   The only consideration after it’s been fired, beyond a brief evaluation of its effectiveness, is loading up the chamber and firing another. read more

What Might Happen in 2016
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Twitter will be acquired.  Wall Street loves a good story, but it hates losses.  With half a billion in losses in 2014, and the company on track to lose more this year than last, somebody is going to pull the plug.   Parenthetical prediction:  Twitter CEO Jack Dorsey will not survive the year and focus on Square, also losing money.

FANG stocks will accelerateFacebook, Amazon, Netflix, Google will continue to eat other industries with the possible exception of Netflix, where competition is coming out of the woodwork. read more

From Unicorn To Unicorpse In 12 Painful Steps
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My client was a unicorn way back in 2008, before the present day meaning of the word was repurposed to mean private companies valued at more than $1 billion.  Last time I checked, the company was worth about $10 million, a stunning loss of 99% of the company’s value.  Here’s how the company’s 12 step ascent and descent went:  

  1. Invent a new financial product.
  2. Validate the concept by putting personal capital at risk.
  3. Fearlessly try new ways to sell the product and show-up every day willing to reinvent the company.
  4. When when the right marketing mix that is found, make a huge, eight figure bet on it.
  5. When profits are accelerating, bring in private equity investors as majority shareholders to “scale” the business further.
  6. Begin by augmenting the founding entrepreneurial management team with professional managers.
  7. Let the professional managers refine the company’s processes and practices such that they are “customary and reasonable” to reduce/eliminate any liability claims from future shareholders or stakeholders.
  8. Use the stable earnings of the company to take on nearly a billion in debt and use the bulk of the proceeds to pay dividends to private equity investors and founders.
  9. Watch the founders get neutered then ousted by the private equity investor.
  10. Watch the private equity firm use its close ties to Wall Street to get a bulge bracket investment bank to take the company public.
  11. Months after the initial public offering, read a press release announcing a new strategic direction for the company.
  12. Watch the stock go into free fall as earnings swing from positive to negative under a massive debt load and management distraction.

The inflection point began at step seven in my view.  Perhaps this was nobody’s fault per se.  How could the company orchestrate a liquidity event with entrepreneurial skeletons in the closet?  For all the other unicorns out there, maybe this offers a cautionary tale. Step eight? Perhaps some restraint.  Step 11?  The most egregious in my view. Investment banks and private equity investors are all about the forecast, but in this case failed to see or acknowledge an oncoming train? read more

A Christmas Story
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Just a few weeks before Christmas, I was a volunteer at a holiday party for underprivileged children.  Underprivileged isn’t my word.  To get to the party they had to be identified as ‘at risk’ by their teachers.

I was helping my friend Carol who had been a volunteer at the event for several years and ran the ornament booth. Groups of kids, organized by their elementary school, descended upon our ornament station along their merry journey to all the booths, each one created exclusively for their delight. read more

The Spouting Whale Gets Harpooned
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With his high profile arrest and perp walk this morning, Martin Shkreli has a massive public relations problem on his hands.  As the photo demonstrates, the full force of the law is lined up against him.

Mr. Shkreli is the hedge fund manager turned pharmaceutical entrepreneur who provoked outrage when his Turing Pharmaceuticals increased the price of cancer and AIDS drug Daraprim by 5000%

I would offer his current problem with the media has its roots in a poor public relations strategy right out of the gate.   Sometimes blunting exposure is more important than gaining exposure.  Better to lay low and gauge sentiment than arrive on the scene with guns blazing.  His 5000% price increase might have ultimately faded from view if he stayed out of the spotlight.  And what he learned from the reaction of a smaller more manageable audience might have given him clues how to manage a larger national audience. read more

50 Questions Your Business Plan Should Answer
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Sadly, most investors don’t read business plans.  However, writing one is the only way you will be able to answer the following 50 questions you will be asked before investors show up to the closing table.

1. What is the price of your product or service and why?

2. How much capital is required to execute your business plan?

3. How much is the company is worth?

4. What are your company’s existing products/services?

5. What are the use of the proceeds?

6. On a summary basis, what is the historical financial performance of the company (even if, and perhaps particularly if, you have no revenues)? read more

APPL In, T Out & The Remains of the Day
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In March of this year, Apple Inc. was added to the elite, 30-member Dow Jones Industrial Index, and AT&T was unceremoniously removed.

In their press release, S&P Dow Jones Indices, said “The timing of Apple’s addition to the DJIA hinged on two stock splits: Apple’s 7:1 last June and Visa’s 4:1 on March 19th this year.”

Because the Dow is a price weighted index, the March 2015 Visa split underweighted the information technology sector, while Apple’s earlier split will enabled it to join the Dow index without a disproportionate effect. read more

Pfizer: Representation Without Taxation
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Inversion sure is the right word for the Allergan/Pfizer deal.  Because what got the colonists lathered up enough to fight a war against the one global super power at the time was taxation without representation.

Somehow that idea got turned on its head, and now one of the largest drug companies in America wants the representation the United States has to offer without the commensurate taxation (all this, mind you, from a voter registered as Republican).

From a shareholder perspective, it’s easy to connect the dots.  Lower taxes means higher earnings, and higher earnings means a higher stock price, and presto, shareholder value has been increased.  What else would anyone expect the senior leadership and board to do? read more

Global Terror’s Other Victim: World Economies
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Written for Woodbridge Settlement Funding, LLC following the 11/13/15 following ISIS attacks in Paris.

Where The Rubber Hits The Road: Investor Presentations
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Among investors, there’s a premium placed on the selling and presentation skills of the founder or CEO. Investors in private companies know their payday will only occur if the CEO or founder can sell the company or take it public. Investors in public companies want to know the CEO can continuously attract new investors that will offer them the liquidity they need to get out.

This is why you hear investors say things like: “I’d rather invest in a really good company where the founder/CEO ‘gets it’ than a great company run by a physicist.” And so, it this one regard, style actually does finally win one over substance. read more

American Funds: Call Me
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Like a lot of people in my business, I have Bloomberg TV and CNBC on all day in my office. I like the ads almost as much as I like the stories.

The ads interest me because I can see, or think I can see, the marketing strategy behind it.

At the moment, American Funds, a prolific advertiser, is running and ad that makes my Spidey sense tingle.

The tingling comes from the voice over which says something like this proven, unique approach has resulted in a superior long term track record.

Could it? My experience on the marketing end of financial services is that even facts which are true can’t be said for fear of blowback. And here’s a fact American Funds is broadcasting to the world that would be very difficult to be true in absolute terms. read more

Investor Relations and Public Relations: Uneasy Bedfellows
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The words investor and public relations roll off the tongue with such ease that it seems yet another confirmation the disciplines share a cozy symbiosis.

They don’t.

The notion that increased media exposure leads to increased investment rings false for issuers primarily focused on gaining institutional investors.

The reason for this is simple.  For equities, buy (and sell) decisions are primarily driven by earnings and earnings growth.  And with instantaneous access to new and consistently issued financial information every 90 days, spotting a meaningful, or at the very least an interesting change in earnings or earnings growth is easy.  In some cases, it’s just a matter of managing alerts. read more

Your Investor Relations Media Plan Made Easy
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If you are a public company and trying to decide what media you should be focusing on, then the answer is actually very simple: Dow Jones, Reuters and Bloomberg.

That’s it.

Other earned media exposure, wherever, is not useless in support of an investor relations program, but it represents a very inefficient way to make progress.

This simple strategy, on the other hand, owes its existence to the denominator problem, which is this: the amount of time investors have to consume messages is fixed while the amount of information, and now content, competing for their attention i.e. the denominator — is growing exponentially.

Numerically, it’s not a happy quotient.

Therefore, to grab the attention of investors, it’s best to focus on media outlets that are integrated, literally wired, into their workflow. Dow Jones, Reuters, and Bloomberg all have trading and portfolio management news solutions, and they sell them aggressively all over the world.

By focusing on these three media outlets only, you can deliver exposure to your prospects through a medium that he or she stares at for eight to 10 hours a day.

Hey, who doesn’t love a broadcast interview? But if you don’t have the time (and really, you shouldn’t), the best, most comprehensive alternative strategy is, thankfully a straightforward one.

Read more: http://www.nasdaq.com/article/your-investor-relations-media-plan-made-easy-cm538874#ixzz3qiL3Ez39

Your Investor Relations Media Plan Made Easy
|

If you are a public company and trying to decide what media you should be focusing on, then the answer is actually very simple: Dow Jones, Reuters and Bloomberg.

That’s it.

Other earned media exposure, wherever, is not useless in support of an investor relations program, but it represents a very inefficient way to make progress.

This simple strategy, on the other hand, owes its existence to the denominator problem, which is this: the amount of time investors have to consume messages is fixed while the amount of information, and now content, competing for their attention i.e. the denominator — is growing exponentially.

Numerically, it’s not a happy quotient.

Therefore, to grab the attention of investors, it’s best to focus on media outlets that are integrated, literally wired, into their workflow. Dow Jones, Reuters, and Bloomberg all have trading and portfolio management news solutions, and they sell them aggressively all over the world.

By focusing on these three media outlets only, you can deliver exposure to your prospects through a medium that he or she stares at for eight to 10 hours a day.

Hey, who doesn’t love a broadcast interview? But if you don’t have the time (and really, you shouldn’t), the best, most comprehensive alternative strategy is, thankfully a straightforward one.

Read more: http://www.nasdaq.com/article/your-investor-relations-media-plan-made-easy-cm538874#ixzz3qiGwCtyG

CEOs Who Made Me Scratch My Head
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In October, two CEOs made me scratch my head.  One in a questioning fashion, the other in an admiring fashion.

I admired Frank Bisignano CEO of First Data Corporation (FDC) for striding onto CNBC’s stage perched atop the New York Stock Exchange moments after his company went public.

OMG, every lawyer in the deal was probably having a coronary.

Silence and not conditioning the market after a public offering is a sacrosanct principal of securities law. At least, that’s how it’s been explained to me by legions of counsel over the years.  There is a fear that talking about any subject outside of what the prospectus says might be deemed as conditioning the market.  Then there’s a fear that the simple act of communicating, even if it’s what’s said is in the prospectus, might be deemed as conditioning the market. read more

What Is The Value of Media Exposure? Millions
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Almost every prospective client I’ve talked to over the last 30 years has asked, ‘What is the value of media exposure?’ My answer: Millions. Few prospects take my answer seriously even though they should.

However, the current U.S. presidential race offers an unusual degree of insight into the value of media exposure. Here’s the nib of it: Donald Trump has spent just 12.53% of what Hillary Clinton spent for the period 7/1/15 to 9/30/15. Despite this he’s in the thick of the race and is leading the Republican pack. read more

What Wealth Advisors Should Say To Clients Now
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With a dip of more than 11% in the S&P 500 since July 20 and continued volatility, what can advisors say to jittery clients?

For long term investors, nothing applies a calming salve better than a discussion about dividends.

Remember, during almost any 10-year period, approximately 40% of the total return from the SPY came from dividends.

Given this, a swoon in asset prices is concerning, but if dividends remain viable, there’s much, much less for investors to fret over. In fact, there are significant profits to be earned from dividends in a correction. read more

Bezos: Call Me
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Were it I was head of media relations at amazon.com when the New York Times revealed some less than civilized employment practices there.

Finally a media relations challenge that, in my view, will fill the pages of communications and crisis management text books for generations to come.

Unknown at this point: Will these case studies portray Amazon’s response as exactly what companies should do in crisis or exactly what they shouldn’t do?

Taking the temperature of this situation at this moment in time, I’d say Amazon has stumbled out of the gate. read more

What does Jack Dorsey see?
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At this point, I’m not sure.

Not to say that Mr. Dorsey will not earn his place in the pantheon of Silicon Valley legends.  He will.

What I’m less sure about is his understanding of the capital markets.   So after taking Twitter public, is he going to take mobile payments company Square, public too?

My read of Twitter’s income statement and balance sheet indicates they have not used the proceeds from their $1.8 billion IPO efficiently (or even completely).  Research and development expenses went from $594 mm in 2013 to $691 mm in 2014.  Marketing expenses went from $316 mm to $614 mm.   Even though Twitter posted a $577 mm loss in 2014, on a cash basis, its operating activities threw off $81 mm in cash. read more

FANG Today, Toothless Tomorrow?
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FANG stands for Facebook, Amazon, Netflix and Google.

The term, emblazoned on the front page of yesterday’s edition of USA TODAY, was popularized by CNBC’s Jim Cramer.

Some think the FANG clan is unstoppable, and looking at the trajectory of technology and commerce at this moment, it’s hard to see the dominance of these companies ever waning.

But many may remember the portmanteau Wintel as well, which referred to the total dominance maintained by Windows (as a proxy for Microsoft) and Intel.

Wintel had meaning inside the tech industry, but in the early 1990s among investors it represented the duopoly that was a ‘must have’ in any growth oriented portfolio. read more

The Media is Not Biased
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The most popular past time among people who care about the news and media is discussing how biased it is.

It’s not. Here’s why:

  • Almost all media in North America publishes on a for-profit basis.
  • Profitability requires providing audiences with what they want.
  • All editorial agendas are driven by satisfying the needs of the reader.
  • Looking at the media is like looking in a mirror. It serves up to you its best estimate of exactly what you want.
  • Metadata from digital publishing gives publishers ever better data upon which to base their editorial decisions.
  • People who say the New York Times is biased, are poor readers. Journalism 101 requires presenting the other side of the story, which the paper scrupulously adheres to.
  • Many who complain about the bias of the media have never worked in the media.

Another unappreciated facet of perceived media bias is that few journalists have the time for it. The chart shows on an inflation adjust basis, newspaper advertising revenue has retreated to 1950 levels.

To put this into perspective, consider when Google filed for an IPO on August 3, 2004, its total revenues were $2.6 billion on an annualized basis. In their 2014 annual filing, Google showed expenses of $49.5 billion. As a result, if Google’s revenues retreated to 2004 levels, they would report a loss a $46.9 billion. read more

Greece and Puerto Rico Won’t Kill the Bull Market
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Investors Should Focus More on Earnings, Less on Economic Data, in Second Quarter
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

How and Where to Invest to Outmaneuver the Risks of Falling Inflation
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Cyberark: When It Comes to Cyber-Security, Beware of Apps and Updates
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Investing in the Next Apple: 4 Boring but Innovative Companies to Buy Now
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Apple: Is the World’s Most Valuable Company Actually Undervalued?
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

How to Pick Stocks in the Wake of the Republican Election Victory
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Six Reasons to Stick With Pimco Despite Bill Gross’ Departure
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Toyota, Honda, Verizon Are 3 Underperformers Ready To Shine
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

4 Overlooked International Stocks That Could Outdo U.S. Counterparts
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Sequestration Watch: Boeing and Lockheed
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This article was written with Steve Cordasco, of Cordasco Financial Network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

What Investors Can Expect In 2014
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Wages and Business: Simple Yet Complicated
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Beyond Bonds: Buyer Beware
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

The Next Bubble: MLPs
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

How to Invest During the ‘Obamacare’ Transition
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

As Market Volatility Picks Up, Sell Puts
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Forget China, Africa Is Next Growth Wave
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

What Japan May Tell Us About Our Own Markets
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Get Paid to Insure Your Portfolio
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Inflection Point for Small-Cap Stocks
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Ordinary Events, Extraordinary Returns
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

An ETF Providing Food for Thought
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Warren Buffett’s Stock Buffet
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Eight Stocks to Bet On
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

What Apple Can Do to Spark Its Shares
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Mixed Data Means Christmas Rally, Not Fed Taper
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Apple, Boeing, Merck, and More: Top Stocks for the Fourth Quarter
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Five Reasons That 2014 Could Be Another Great Year for Stocks
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Fed Tapering? Not So Fast
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

S&P 1800? It Could Happen as Early as February
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

How We Know the Federal Reserve Is in Control
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Are You Following the Herd’s Run to Large-Cap Stocks?
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Two Popular Sales Pitches Investors Should Walk Away From
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

5 Economic Lessons for the US From Europe’s Smallest Principality
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

What’s Really Going on With Bonds? LIBOR Rates Have the Answer
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

New ETFs and a Highly Successful Bank: How Investors Can Profit From China’s Growth
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Is Japan the Canary in the Coal Mine?
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

As Markets Soar Into Unknown Territory, Collar Profits With the S&P 500
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Small Is Beautiful: Now’s the Time for Growth-Oriented Investors to Move Into Small-Cap Stocks
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

8 Dividend-Paying Stocks for Our Longer Lives
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Jamming on PBJ: The Exchange Traded Fund That’s Been on a Tear
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

‘Pass the Ketchup!’: Why Food Stocks Should Not Be Overlooked
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Why Investors Can Only Benefit From Share Buybacks Through Large-Cap Companies
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Here Come the Bears! 5 Reasons Not to Fear a Stock Market Reversal
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Earnings Season on Deck: Where to Put Your Money Now
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Amid the Storm, an ETF for Income, and Maybe Some Growth
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

As Market Correction Looms, Investors Face Three Choices
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Three Bond Alternatives To Fight Rising Interest Rates And Inflation
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

The Investment Opportunity Of A Lifetime? European Banks
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

ObamaCare And The Shutdown: Keep Calm And Invest On
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Prediction: Market Super-Cycle Ahead
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Don’t Follow The Herd, Go For Small Caps
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Obamacare Not Universally Toxic For Stocks
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Getting In On China’s ‘A’ Game
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

No Way You Want To Sell In May
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

8 Sweetheart CEOs: More Cash for Shareholders, But…
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Is the Stock Market Passing You By?
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

The Long Weekend
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

The Untouchable Dividend Payers
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

18 Uber Dividend Aristocrats For Income Seekers
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Finally, An Answer To The Active Versus Passive Strategy Debate
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Will Germany Shatter Europe Again?
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Eight Techs To Cash In On
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Eight Stocks To Start The Year With
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Post-Election Sell-Off Will Hit Financial, Tech Sectors; Expect 1.5% Yield on 10-Y T-Bill
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This article was written with Oliver Pursche, of Gary Goldberg Financial Service. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

As Housing Market Improves, Forget Homebuilders and Watch Home Improvement Sector Instead
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This article was written with Oliver Pursche, of Gary Goldberg Financial Service. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Not All Dividend Stocks Are Equal: Here’s How to Choose the Winners
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This article was written with Oliver Pursche, of Gary Goldberg Financial Service. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Apple Stock Is a Screaming Buy for 2013
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This article was written with Oliver Pursche, of Gary Goldberg Financial Service. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Despite Talk of Bond Bubble, There’s Opportunity in Mispriced Munis
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This article was written with Oliver Pursche, of Gary Goldberg Financial Service. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

5 Steps to Get Positioned for an Interest Rate Turnaround
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This article was written with Oliver Pursche, of Gary Goldberg Financial Service. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

8 Bulletproof Tech Stocks (and One Fund) for Your Portfolio
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This article was written with Oliver Pursche, of Gary Goldberg Financial Service. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Why Immigration Reform Should Be Front and Center of Entitlement Spending Talks
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This article was written with Oliver Pursche, of Gary Goldberg Financial Service. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Markets: Be Ready for Oedipus Negative in January
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Ending High Cost Investing
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Shelter Your Portfolio In Consumer Staples With Food, Clothing And Stellar Returns
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Put Emotions Aside And Buy Apple, Here’s Why
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Pamplona On Tap: Large-Caps Ready To Run
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Lesson Learned: Some 529 Plan Guarantees Are Better Than Others
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This article was written with Steve Cordasco, of Cordasco Financial Network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Is Warren Buffett Being Honest With Us?
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This article was written with Steve Cordasco, of Cordasco Financial Network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Investing Amid Quantitative Easing
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This article was written with Steve Cordasco, of Cordasco Financial Network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Sweet 1600
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Pursche: Apple $800? What Was I Thinking?
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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Why Investors Should Expect S&P 1600 by the End of 2013
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

The Upside of Apple
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This article was written with Oliver Pursche, co-portfolio manager of the GMG Defensive Beta Fund. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Apple Reaches The Outer Limits
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Less-Volatile Stocks for a Volatile World
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

2013: You Don’t Need a Weatherman
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Taxes Coming? Take a Deep Breath and Do Nothing for Now
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Bailout For Spain, Spike In Oil Prices And Other Predictions For 2013
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

What Investors Can Expect In 2013
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

The Comeback Kids: Apple And Facebook
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Five Stocks With Expected Double-Digit Revenue Growth
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Silencing Jack Bogle
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

5 Steps to Cushion a Bond Market Selloff
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Then: Buy Nifty 50; Today: Buy Tech
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Sunshine in the Clouds
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Fiscal Cliff Be Damned: A Card-Carrying Bull for 2013
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Mispricing Evident in Three Stocks’ Dividends
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Greek Tragedy Calls for Gold, Silver
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Will Facebook Be One of the Worst Investments Ever?
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

The ‘Dismal Science’ Gets Riveting
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Life After the Greek Elections
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

This Chaotic Time Could Be Right for Some Financial Stocks
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Hope For a Rally Is (Slightly) Restored
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Glimmers of Optimism
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

5 Common Mistakes When Buying a Variable Annuity
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Third Quarter’s Ménage à Trois Can Excite Investors, Too
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Canada’s Dial Tone
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

The Question That Comes up Every May
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Take the Money and Run
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Take the Money and Run, Part 2
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

QE3 Is Bad for Investors, Confusing for Traders
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Follow Your Gut, and Dow Theory
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Get in the (Investing) Game
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Stocks for the Current Outlook
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Doubling Your Income The Easy Way
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Tracking Sandy Recovery
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This article was written on behalf of Motif Investing. It's part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

Running Out of Gas
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Be Greedy When Others Are Fearful…
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Why Ultimately, America Always Wins
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

An Index by Any Other Name…
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Apple Goes Ex-Dividend: Three Events That Will Drive Apple Shares Past $800
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

McDonald’s: Still a Happy Meal for Investors
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Insulation Strategy: Buy American
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Take Another Bite At The Apple: Shares Should Reach $800
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Buy Stocks That Pay, And Can Keep Paying
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

How To Find Clarity Among Mixed Economic Results
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Don’t Stick With Apple Stock Just Because You Like Its Products
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Why You Should Buy Bonds, Especially If Obama Wins
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

An Easy Strategy For Bulking Up On Yield
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

How To Play Apple’s iPhone 5 Release With Options
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Better Investment Results Often Come When You Don’t Mess With What’s Working
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

A Social Light Can Protect Investors
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This article was written on behalf of Motif Investing. It's part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

Real World Politics Meets Real World Investing
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This article was written on behalf of Motif Investing. It's part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

Stocks For The Retail Wars This Holiday Season
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This article was written on behalf of Motif Investing. It's part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

Post-Election Sell-Off Will Hit Financial, Tech Sectors; Expect 1.5% Yield on 10-Y T-Bill
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Housing: Remain Cautious
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Which Companies Are Generating Profits From Cloud Computing?
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

The Inner Child of Hedge Funds
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

What Investment Motifs Tell Us About the Election
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Bad News Bulls: Investors Should Begin Paring Back Risk
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Apple: Headed to $800 Per Share
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Praying We Don’t Get Fooled Again
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

He’s Baaaaack . . .
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Tax Fairness and the Small Business Owner
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Sometimes There’s Nothing Wrong With Staying on the Market Sidelines
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Taking the (Investing) Road Less Traveled
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

The Neo-Classical Retirement Portfolio
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Volatility is the Real Price of Income
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Unavoidable: Death, Taxes; Avoidable: Actively Managed ETFs
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Olympic Mettle
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This article was written with Oliver Pursche, of Gary Goldberg financial network. It was part of a series of articles developed under an agreement with minyanville.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Hedging Obamacare, Either Way
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Treasuries: Trade The Inflection Point
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

‘Tis The Season: A Survivor’s Guide To Earnings
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Low Volatility Funds May Not Be As Low Risk As You Think
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Is Now The Time To Invest In Financials?
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Seven Stock Screens For Success
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Executive Pay Comes Home To Roost
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Hedge Greece, Buy Gold
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Tech Stocks To Avoid
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Nine Stocks With No European Exposure
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Forget Spain And Greece, Signs Of German Weakening Spell Trouble For Europe
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Five Events That Could Cause A Market Rally
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

2012 Stock Market Predictions Revisited
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Three Canadian Telecom Stocks With Juicy Yields
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

These Four Defense Stocks Offer A Good Offense For Your Portfolio
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Can Facebook Learn From Microsoft, Kodak Mistakes?
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

Short These Three Large Caps That Lack Innovation
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This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and nearly 100 million page views a month.

How to Get a Piece of Facebook Before the IPO
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Once Again, Cash Is King
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Buffett Got It Right This Time
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Motif Investing: Can It Save Your Retirement?
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

You Can’t Always Get What You Want…
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Retire With Income: Boomers Need a Lesson From Dr. Seuss
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

Fixing Fixed Income
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This article was written with Steve Cordasco, of Cordasco financial network. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

QCOM: No Supply Issues in 2013
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

Telecom Preview (S,AKAM,EQIX,CCI)
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

Media Preview (CMCSA, DISH, VMED)
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

AAPL Target Price Increases
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

SBAC Earnings Preview
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

Buys in Diabetes and Wound Care
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

Samsung, Apple, Quite Literally, the 99%
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

The Pause That Refreshes
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This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 s