GameStop, Reddit, and “Rigged” Stock Market

When there’s drama in the stock market, I often learn about it at the gym. Case in point: the recent headline-grabbing hullabaloo about GameStop and Reddit. Apparently, some limited partnerships (the slang is “hedge fund”) decided to...

No Free Lunch, No Free Investing

“There ain’t no such thing as a free lunch,” my Grandpa once told me. The adage suggesting you can’t get something for nothing seems to have bitten millions of unwitting investors who used a popular trading platform. This summer, my 19-year-old son...

Investment Decisions And Political Passion

“How will the outcome of the U.S. election impact retirement planning, and what actions are you taking now?” Financial Planning Magazine asked 320 financial advisors this question. Nine out of 10 believed the election would have a lasting negative impact...

2020 Year-End Investment Market Report

2020 Year-End Investment Market Report *This report is available in video format on your Orion portal.* It would be hard to imagine a stranger year in the U.S. investment markets than the one just passed, or a year that did a better job of defying logic.  After the...

Warning Signs of Untrustworthy Financial Advisors

A financial advisor that you feel you can trust is not automatically one who is trustworthy. Making that distinction can be crucial to your financial well-being. “Feeling” that a person is trustworthy or “listening to your gut” is not a safe...

Political Bets As Risky as Stock Market Timing

As an admitted political junkie, I am among the “fans” for whom a US Presidential election is similar to football’s Superbowl or soccer’s World Cup. This year, I found a way to combine my interest in politics and my competitive, entrepreneurial...