A Saudi Arabian Oil Facility Was Attacked, the Repo Overnight Lending Market Froze and There Was Another Setback in Trade Negotiations with China – Yet the S&P 500 Was Flat for the Week. This week started on a volatile note when a Saudi Arabian oil facility was attacked and 5.7 ...
Investor Resources
We believe in educating our clients, and providing high quality resources to help them understand the financial markets, make sound investment decisions, and most importantly work towards a comfortable retirement.
Millionaire Investor Letters
Do Stocks Have a Favorable Risk-Reward?
Is the Trade War Over? Is it Safe to Buy Stocks?
Despite New Tariffs and Mixed Economic Data, Stocks Rallied This Week Because the US and China Agreed to Meet in October. After falling 2.9% in August, the S&P 500 rallied 1.8% this week as investors ignored the September 1st tariff increase and mixed economic data, and instead bought stocks because ...
What is Driving the Stock Market
Plunging Interest Rates and a Yield Curve Inversion Drove Stocks Lower This Week Stocks fell for the third week in a row, as investors worried about weak European economic data, plunging interest rates and fears of a global recession. The S&P 500 fell by 1.03%, while the tech-heavy Nasdaq 100 ...
Should I Buy Stocks Now?
Investor sentiment is too optimistic, market breadth deteriorating, and we are in a period of negative seasonality. Over the past six weeks, the S&P 500 rallied by 10.6% because the Fed indicated that they would begin cutting short-term interest rates at its July 31st meeting and the trade negotiations with ...
How to Get Started
Schedule a phone call
Click the button below and schedule a free call with our founder J. Lawrence Manley, Jr., CFA, CIPM
Meet with our team
Meet with us for your customized investment session. We listen to your needs, no sales pitches!
Get your personalized strategy
After our call we prepare a personalized investment report and work with you implement it.
White Papers
Asset Location
Investment Strategies
Income in Retirement
Charitable Giving
Deciding When to Retire
Social Security Retirement Basics
5 Keys to Investing for Retirement
Recommended Reading
Below are white papers published by other authors, but ones that we respect and feel that investors should read.