Investing Principles

caveman illustration

Adversity Is Fuel

To watch/listen to this article please click here.   Think about the news, an industry that is motivated and paid

laying foundation, building brick wall illustration

Re-Laying the Foundation

I’ve seen that look. Sometimes I’m in the middle of a meeting, talking about the economy, investments, risk, return and

When Cash Can Be King

The past few weeks I’ve had a lot more bonds called and/or matured in the portfolios I manage than I

Add Low, Trim High

As we get ready to close the books on 2020, a year most around the world will remember forever as

Beneath The Surface

Just looking at the major indexes (S&P 500, Dow Jones Industrial Average & Nasdaq), you look and say the market

When Fundamentals Don’t Matter

To watch/listen to this week’s article please click here. Fundamentals in investing relies on business plans, quality of management, earnings

caricature of mick graham, portfolio manager at raymond james in front of road signs depicting the journey of investing

Where to From Here?

To watch/listen to this week’s article, click here. or copy & paste the following link: The last few weeks I’ve written

business man attempting to shut off oil pouring out of pipeline

Oil is not Well

For those that would rather watch than read, check out the video version of this article here. I have a

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