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Trick or Treat, October is here.


By Jon Aldrich I was working out at the gym today and while I was riding the stationary bike I had the privilege of watching the financial media on CNBS (a.k.a. CNBC)  in full meltdown mode. (I took the above picture today while I was riding) Of course, they had the big alert in the…

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Mario Mendoza and Financial “Experts”

By Jon Aldrich By all accounts, Mario Mendoza was a slick infielder who couldn’t hit a lick. His lifetime batting average was .215, which you don’t have to be a baseball aficionado to understand is not very good. He essentially recorded a successful base hit approximately 20% of the time, give or take. Heck, I…

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Give to Live

BLOG, OTHER  |  10 Sep 2018

By Jon Aldrich I received a lot of positive feedback on my last blog, “Taken for Granted”. So, I wanted to write a follow up article to tie up some loose ends. A number of people also inquired how Oreo was doing and I greatly appreciated the thoughts and support. Writing has proven to be…

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Taken For Granted


By Jon Aldrich Take for granted. It is something I am sure all of us are guilty of from time to time. I know I sure am and probably way more than I would like to admit. So, how do we define “Take for Granted”: Let’s just focus on the first definition. We have too…

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2nd Quarter Markets Summary


By Jon Aldrich Market volatility calmed down a bit in the 2nd quarter after a tumultuous 1st quarter that saw an end to the unprecedented calm of 2017. 2018 has been a return to normalcy for stocks after one of the calmest stretches for equities in history that was 2017. The economic cycle and the…

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2018 First Quarter Market Summary

By Jon Aldrich It has been a long time coming, but for the first time in nine calendar quarters, most of the major stock and bond indexes were down. So far we have only seen modest declines for the year but it does remind us that yes, markets can and do go down from time…

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Beware, The Ides of March

By Jon Aldrich The Death of Caesar (1798) by Vincenzo Camuccini We are probably all familiar with the famous quote “Beware the Ides of March” from Shakespeare’s tragedy of 1599 Julius Caesar . It was a warning that a soothsayer gives to the Roman Leader, Julius Caesar, to let him know that his life is in peril, and he…

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Simple Facts About the Market Correction


By Jon Aldrich Anthony Isola an advisor @ Ritholz Wealth Management an advisory firm based in New York Tweeted out this notecard a couple of days ago and called it “A Market Crash on a Card”. It is a very simple yet extremely helpful look at what we as investors need to consider as we…

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Well, It’s About Time


By Jon Aldrich It has been quite some time since the stock market has had a rough stretch like it is incurring right now. Of course, the news media and CNBS are doing their best to make a “mountain out of a molehill”. The truth of the matter is that the market was overdue for…

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Here is Your New Simplified Tax Law

BLOG, TAXES  |  19 Dec 2017

Here is Your New Simplified Tax Law By Jon Aldrich   The House and Senate have now both approved the reconciled version of the Tax Cuts and Jobs Act (TCJA) of 2017 and it will soon be on the President’s desk awaiting his signature to become law. The House and Senate versions were somewhat different,…

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