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January 2015

Shake Shack IPO: What Investors & CEO’s Don’t Know

Enough said. I’ll take two burgers and a side of fries. After all, the burgers are hormone-free. While a Shake Shake...

DIY Investors: Do as Obama, Davos, Small Caps & January, Turn the Page

DIY’ers (do-it-yourselfers), listen up…go the way of many this year and think about turning the page of managing your own investments....

Year of the G’s: What You Don’t Know About Annuity “Benefits”

2015 is the Chinese year of the Goat – I’ve decided that I’ll just make it the year of the “G’s.” That’s...

Angles Q1 2015

Quiet the Noise (Listen to the Data) Below you will find a “temperature reading” on the market and the risk level...

Even Bill Gross Hires An Investment Advisor

Forget about the gym membership and pledges to not text while driving and to eat less carbs. While all of these...

2015 Investment Outlook: The Good, the Bad and the Not-So-Ugly

Predictions beyond a quarter or two aren’t based on much data or fact, so let’s agree to take this to mid-2015,...