Report Cards: Your Survival Guy is Watching You
OK, midyear report cards are in, and if you’ve been with me, then you’re smiling. But I have to ask, how much of this...
Pray for Just a Little Patience
In my conversations with you, you're telling me how you're getting settled into your summer groove and how it's not always easy. I hear...
COVID Was a Retirement Stress Test: Did You Pass?
You're probably feeling pretty good about your retirement after getting tested by COVID-19. You've been saving until it hurts your whole life. That's why...
EGO: BlackRock CEO Goes Woke with Investor Money
You have read about Larry Fink using your money for everything but profit. His use of ESG investing, i.e. using investor funds like a...
You Invest, They Win: America’s Woke Money Men
While Joe Biden wants to raise your taxes, even when you're dead, the woke hedge fund and endowment managers are reaping the rewards of...
Your Survival Guy Presents to Prestigious Med School
Excerpts from my Wednesday presentation to recent grads and associates of an esteemed NYC med school:
How to Invest and Create Wealth
You’re asking me how...
Living Your Best Life: Your Calls & Emails to Me
Your Survival Guy is working in the trenches for you. And that's OK. I like the view from where the boots hit the ground....
STUFF is BOILING OVER: Are You Paying Attention?
Listen up, are you paying attention? Stuff is boiling over around the world. It’s time you prepare accordingly. In talking with a client yesterday,...
Fidelity and the Flight to the Suburbs
Back in February, I wrote to you about how I started in the institutional research and trading investment business at Model Roland & Co....
Are You The Intelligent Investor You Deserve to Be?
When it comes to your money, I want you to be a survivor. As you can see in my table, stocks have declined by...