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Investment Outlook

Market Cautious on Trade Talks

Market Cautious on Trade Talks

The broad US indices remain about 3% to 4% below all time highs and the market is awaiting for any announcement on a trade deal between the US and China. China has taken a firmer stance in the past couple days on topics relating to intellectual property theft and...

Equity Options

Equity Options, what are they and how to use them to invest in the stock market?

How Much Do You Need To Retire?

The dollar value varies for everyone, but everyone knows they need to save so they can retire.

What is a Roth IRA?

A Roth IRA is an retirement investment account that uses after tax dollars for contributions. A Roth IRA is one of the best investment accounts you can have.

Financial Resources

Koyfin Stock Market Research

We utilize for advanced research on stocks and overall market metrics. Koyfin is a brand new research tool geared towards sophisticated investors because it provides in-depth market metrics.

Seeking Alpha Crowd Sourced Investment Ideas

Seeking Alpha is a crowd sourcing investment idea website. Contributors publish their stock market research about individual stocks and they tend to provide a unique perspective that follows an investment thesis. You can occasionally see our Investment Advisors publish their ideas at

Bloomberg News and Terminals

We occasionally use Bloomberg Terminals to conduct advanced market research. The Bloomberg Terminal is the most advanced research tool in the world, an annual subscription costs $24,000 per year. While this tool is out of reach for many, provides similar research and insights as conducted by their reporters and analysts.

Finviz is a free tool that allows investors to research both technical and fundamental metrics. We use Finviz to do market wide screens on fundamental metrics such as price/free cash flow, EV/EBITDA and other valuation metrics. Finviz also provides great technical screening metrics, even indicating which chart patterns are occurring in a specific stock.

Market sells off on yield curve inversion

Things are starting to get interesting as the S&P 500 had the biggest sell off of the year on 8/14, dropping nearly 3% in one day. The yield curve has fallen tremendously since the beginning of the year and the 10 year yield has fallen below the 2 year near 1.60%....

What is benefiting from falling interest rates?

Interest rates have declined as the Federal Reserve continues to lower the inter-bank offered rate to stimulate the US economy and counteract any effects from the lingering Trade War with China. The US treasury curve has a direct impact on consumer loans such as...

Some talking points from the tradewar with China

We recently had a discussion on LinkedIn about the trade war about possible causes and effects that will occur in the future. Some key points that were discussed were if China was a true manipulator of currency for trade benefits and some ideological differences from...


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