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Stay informed with our daily blog featuring practical financial guidance from our experienced team. Get timely commentary on market trends, investment strategies, and financial planning advice to help you make informed decisions about your wealth.

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Technical Value Scorecard Report – Week Ending 1/21/2022

By Michael Lebowitz, Jan 24, 2022

The weekly scorecard uses a multitude of technical factors to assess sectors, factors, and indexes...

Five From the SimpleVisor Screening Tool

By Michael Lebowitz, Jan 21, 2022

Our weekly scan idea comes from a subscriber’s request for a second week in a row. In this...

Instability or Inflation, Which Will the Fed Choose?

By Michael Lebowitz, Jan 18, 2022

Over the past few weeks, Fed speakers are bemoaning inflation and voiced their wishes to squash it....

Technical Value Scorecard Report – Week Ending 1/14/2022

By Michael Lebowitz, Jan 17, 2022

The weekly scorecard uses a multitude of technical factors to assess sectors, factors, and indexes...

Five High Dividend Low Beta Stocks

By Michael Lebowitz, Jan 14, 2022

This week’s scan comes courtesy of a subscriber’s request. She asked us to scan for...

2022 Investment Outlook Part 2 – Stocks & Bonds

By Michael Lebowitz, Jan 12, 2022

Stocks are priced for perfection. Bonds trade at historically low yields despite 7% inflation. What...

Technical Value Scorecard Report – Week Ending 1/7/2022

By Michael Lebowitz, Jan 10, 2022

The weekly scorecard uses a multitude of technical factors to assess sectors, factors, and indexes...

Five ARKK Favorites

By Michael Lebowitz, Jan 7, 2022

The ARKK ETF Per the ARK Invest website: โ€œARKK is an actively managed Exchange Traded Fund (ETF)...

2022 Outlook Part 1 – Tailwinds Shift To Headwinds

By Michael Lebowitz, Jan 5, 2022

The first part of our 2022 outlook looks through the front windshield and contrasts 2021s tailwinds...

Technical Value Scorecard Report – Week Ending 12/23/21

By Michael Lebowitz, Dec 27, 2021

The weekly scorecard uses a multitude of technical factors to assess sectors, factors, and indexes...

MMT’s Fatal Flaw: Political Willpower

By Michael Lebowitz, Dec 22, 2021

MMT, or Modern Monetary Theory, offers a new monetary “logic” that allows the...

Technical Value Scorecard Report – Week Ending 12/17/21

By Michael Lebowitz, Dec 20, 2021

The weekly scorecard uses a multitude of technical factors to assess sectors, factors, and indexes...

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