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Investment Outlook

What is benefiting from falling interest rates?

What is benefiting from falling interest rates?

Interest rates have declined as the Federal Reserve continues to lower the inter-bank offered rate to stimulate the US economy and counteract any effects from the lingering Trade War with China. The US treasury curve has a direct impact on consumer loans such as...

How Much Do You Need To Retire?

The dollar value varies for everyone, but everyone knows they need to save so they can retire.

What is a Roth IRA?

A Roth IRA is an retirement investment account that uses after tax dollars for contributions. A Roth IRA is one of the best investment accounts you can have.

Financial Resources

Koyfin Stock Market Research

We utilize for advanced research on stocks and overall market metrics. Koyfin is a brand new research tool geared towards sophisticated investors because it provides in-depth market metrics.

Seeking Alpha Crowd Sourced Investment Ideas

Seeking Alpha is a crowd sourcing investment idea website. Contributors publish their stock market research about individual stocks and they tend to provide a unique perspective that follows an investment thesis. You can occasionally see our Investment Advisors publish their ideas at

Bloomberg News and Terminals

We occasionally use Bloomberg Terminals to conduct advanced market research. The Bloomberg Terminal is the most advanced research tool in the world, an annual subscription costs $24,000 per year. While this tool is out of reach for many, provides similar research and insights as conducted by their reporters and analysts.

Finviz is a free tool that allows investors to research both technical and fundamental metrics. We use Finviz to do market wide screens on fundamental metrics such as price/free cash flow, EV/EBITDA and other valuation metrics. Finviz also provides great technical screening metrics, even indicating which chart patterns are occurring in a specific stock.

Some risks remain to the market in 2019

It wasn't but 8 months ago at the end of 2018 when investors anticipated an additional two to three 25 basis point rate hikes in 2019 and belief in the record bull run. This was dashed by a sell off in December 2018 that saw the market reset economic growth...

Lockheed loses Turkey F-35 contract

Lockheed Martin stock has backed off slightly from all time highs reached at the beginning of July 2019. It can be attributed to Lockheed Martin (NYSE: LMT) losing a $9 billion dollar contract to supply NATO member Turkey with 100 F-35 jets into over the life of the...


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