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Category: From Rob

March 1, 2019March 1, 2019From Rob

Are the markets more Math or Emotion?

The stock market is a method of investing in individual companies. The market determines the current value of each of the companies […]

December 1, 2018November 30, 2018From Rob

Fundamental versus Technical Analysis

A difference of opinion is what makes a market. Someone feels that a security should be bought, someone else thinks that the […]

September 1, 2018November 30, 2018From Rob

Mutual Funds or ETF’s? What’s the difference?

One of the bigger changes the past few decades has been the rise of ETF’s, also known as Exchange Traded Funds. They […]

June 1, 2018June 8, 2018From Rob

Highlights of the 2017 Tax Cuts and Jobs Act

At the end of 2017, Congress passed and President Trump signed the Tax Cuts and Jobs Act. Now that the dust has […]

March 1, 2018February 28, 2018From Rob

The Greater Fool Theory

The Greater Fool Theory is an investing strategy that some traders use to try to make money. But before we get into […]

December 1, 2017February 28, 2018From Rob

The Four Most Dangerous Words in Investing

Sir John Marks Templeton was an American born British investor who was named by Money Magazine in 1999 as “arguably the greatest […]

September 1, 2017From Rob

What do they mean by “Sell in May and Go Away”?

As you can imagine, the mystique of the market lends itself to trading adages, rules of thumb, sayings and myths. These sayings […]

June 9, 2017From Rob

The Fiduciary Rule

The Department of Labor under President Obama wrote a regulation called “The Fiduciary Rule”. It goes into affect June 9th. How does […]

March 6, 2017From Rob

Rebalance Your Portfolio

You should rebalance your portfolio at least once a year. But what do I mean by rebalancing? I mean that you should […]

December 1, 2016From Rob

Claiming Social Security Early, at Full Retirement and Later

Did you know that in 1983, Congress was concerned with the cost of Social Security? Back then, Congress passed a law which […]

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My Present

  • Cantlon Financial

My Past

  • Caterpillar
  • Morey Corporation
  • S&C Electric
  • St. Andrew's School
  • U.S. Navy
  • Univ. of Notre Dame

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