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David Shotwell

Evaluate Your Portfolio While Markets Are Good

Evaluate Your Portfolio While Markets Are Good

On August 14, 2015, in his “Intelligent Investor” column for the  Wall Street Journal, Jason Zweig wrote about the need to “Reassess  Your Investments Before the Next Panic.” There is wisdom in his approach: most investors only take action when it is too late. They sell their investments after the […]

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What Do We Know Now That We Didn't Know Then

What do We Know Now That We Didn’t Know Then?

This is a common scenario for the markets: The indices are chugging along, making some headway, and posting gains for a few months at a time. There are bits of data and global activities to worry about – a talking head on MSNBC talks about “valuations being extended,” and other […]

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Weather & Climate Are Like The Stock Market

Weather & Climate are Like the Stock Market

Late last month, my wife and I went out to Seattle so I could attend the Financial Planning Association’s annual national conference. We followed the event with three days of hiking in Olympic National Park. Every mid-westerner knows that Seattle is as famous for its rain as Michigan’s Keweenaw region […]

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