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Investment Outlook

401k Loan Advantages and Disadvantages

401k Loan Advantages and Disadvantages

If you are making a large purchase and considering taking a distribution from your 401k, consider taking a loan against your 401k. The main advantage is you can take the loan with incurring a distribution which would incur taxes and a penalty for those under 59 1/2.

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.

Stock Market Update 01/29/2020

The market tends to correct and sell off when a pandemic strikes such as coronavirus. Yet, this market continues to shrug everything off and rally despite any event playing out. It's hard to say how much further stocks will rally and we can only look at valuations...

Complacency and Stock Market Update 01/08/2020

Complacency and Stock Market Update 01/08/2020

Complacency, remember this word next correction or sell off. Valuations are "stretched" and I keep listening to respected market participants say the economic reality is diverging from company share prices. Yes, we may not enter a recession in 2020... I get it, things...

Set Up Your 401k For Retirement Success In 2020

Set Up Your 401k For Retirement Success In 2020

If you work a traditional job that offers a 401k plan, contribute the maximum amount of $19,500. You can never be over-prepared for retirement and by making maximum contributions during your younger years will secure your financial security from the unknowns. A big...


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