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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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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...

Five MLP Stocks to Stuff the Stockings

By Michael Lebowitz, Dec 17, 2021

Due to the coming holidays, the next edition of Five for Friday will be released in the first week...

Dollar Appreciation Threatens the Global Economy

By Michael Lebowitz, Dec 15, 2021

The Fed’s liquidity fire hose supported the massive government fiscal response to Covid....

Technical Value Scorecard Report – Week Ending 12/10/21

By Michael Lebowitz, Dec 11, 2021

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

Five Stocks to Buy if Value Becomes Vogue

By Michael Lebowitz, Dec 10, 2021

Five Stocks for Friday uses stock screens to give readers five stocks that we expect to outperform...

An Investment Playbook for Thriving During The Next Market Crash

By Michael Lebowitz, Dec 8, 2021

An investment playbook to help you thrive during the next market crash. ...

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