Broker Check

Monthly Videos

September 2018 Market Commentary


  1. https://money.cnn.com/2018/08/22/investing/bull-market-longest-stocks/index.html
  2. https://www.cnbc.com/2018/08/31/us-markets-global-trade-tensions-ramp-up.html
  3. https://am.jpmorgan.com/gb/en/asset-management/gim/adv/insights/market-insights-monthly-market-review-august-2018
  4. https://www.cnbc.com/2018/08/24/us-stocks-china-trade-talks-end-powell-to-speak-at-jackson-hole.html
  5. https://www.reuters.com/article/us-usa-stocks/wall-street-mixed-as-u-s-canada-trade-talks-end-idUSKCN1LG1IU
  6. https://www.cnbc.com/2018/08/17/us-markets-china-us-trade-developments-earnings-data-on-the-agenda.html
  7. https://www.bloomberg.com/news/articles/2018-09-02/turkey-to-set-tone-again-for-emerging-markets-after-august-pain

August 2018 Market Commentary


  1. https://www.reuters.com/article/us-usa-stocks/wall-street-slips-as-trade-worries-dampen-upbeat-earnings-idUSKBN1KA1JK?il=0
  2. https://www.reuters.com/article/us-usa-stocks/wall-st-rebounds-led-by-industrials-sp-has-best-month-since-january-idUSKBN1KL1NW
  3. https://www.bloomberg.com/news/articles/2018-07-30/asia-stocks-to-slip-after-tech-rout-dollar-falls-markets-wrap
  4. https://www.cnbc.com/2018/07/31/us-stocks-tech-earnings-apple-federal-reserve.html
  5. https://www.reuters.com/article/us-usa-economy/u-s-job-growth-underscores-economys-strength-tariffs-a-threat-idUSKBN1JW0EI

July 2018 Market Commentary


  1. https://www.cnbc.com/2018/06/29/us-futures-point-to-triple-digit-rally-at-the-open-despite-gloomy-mark.html
  2. https://www.zacks.com/stock/news/309921/5-best-performing-stocks-of-june
  3. https://www.cnbc.com/2018/06/29/us-futures-point-to-triple-digit-rally-at-the-open-despite-gloomy-mark.html
  4. https://www.cnbc.com/2018/06/26/canada-braces-for-diverted-steel-imports.htmlagenda.html
  5. https://www.bloomberg.com/news/articles/2018-06-22/trade-is-an-afterthought-in-stock-market-still-glued-to-earnings

June 2018 Market Commentary


  1. https://www.bloomberg.com/news/articles/2018-05-24/asia-stocks-set-for-losses-as-kim-summit-collapses-markets-wrap
  2. https://www.reuters.com/article/us-usa-trade-china/china-agrees-to-import-more-from-u-s-no-sign-of-200-billion-figure-idUSKCN1IK0PM
  3. http://money.cnn.com/2018/05/31/investing/stock-market-today-dow-jones-nasdaq-steel-aluminum/index.html
  4. https://www.cnbc.com/2018/05/31/us-stock-futures-dow-data-earnings-politics-and-italy-on-the agenda.html
  5. https://www.ftportfolios.com/Commentary/EconomicResearch/2018/5/30/real-gdp-was-revised-slightly-lower-to-a-2.2percent-annual-rate-in-q1
  6. https://www.bloomberg.com/news/articles/2018-05-31/u-s-consumer-spending-pickup-adds-more-juice-to-second-quarter

May 2018 Market Commentary


  1. https://www.cnbc.com/2018/04/30/us-stock-futures-dow-data-earnings-and-politics-on-the-agenda.html
  2. https://www.marketwatch.com/story/dow-poised-to-rise-and-lock-in-a-monthly-gain-on-merger-monday-2018-04-30
  3. https://www.bloomberg.com/news/articles/2018-04-27/fang-stocks-save-week-with-growth-angst-lurking-at-3-rates
  4. https://www.cnbc.com/2018/04/06/majority-of-wall-street-strategists-believe-trade-war-fears-are-overblown-sp-set-to-finish-the-year-higher-cnbc-survey.html
  5. https://www.nytimes.com/2018/04/24/us/politics/mnuchin-china-trump-trade-tariffs.html
  6. https://www.treasury.gov/resource-center/data-chart-center/interest-rates/Pages/TextView.aspx?data=yield
  7. http://wsj-us.econoday.com/byshoweventfull.asp?fid=485678&cust=wsj-us&year=2018&lid=0&prev=/byweek.asp#top

April 2018 Market Commentary


  1. https://www.cnbc.com/2018/03/29/us-stock-futures-dow-data-tech-and-politics-on-the-agenda.html
  2. https://www.bostonglobe.com/business/2018/03/29/tech-gains-help-stocks-end-rocky-quarter-with-bang/NVCR3r8fIVlBHBcno8ehBP/story.html
  3. https://www.bloomberg.com/news/articles/2018-03-29/vix-up-81-shows-extent-of-stock-market-pain-in-jarring-quarter
  4. https://qz.com/1242210/vix-index-us-stocks-just-had-their-most-volatile-quarter-since-2011/
  5. https://www.cnbc.com/2018/03/22/trump-moves-to-slap-china-with-50-billion-in-tariffs-over-intellectual-property-theft.html?recirc=taboolainternal
  6. https://www.cnbc.com/2018/03/23/us-stock-markets-set-for-a-sharp-fall-at-the-open-amid-trade-war-fears.html
  7. https://www.bloomberg.com/news/articles/2018-03-15/asia-stocks-face-mixed-friday-dollar-strengthens-markets-wrap
  8. http://wsj-us.econoday.com/byshoweventfull.asp?fid=485677&cust=wsj-us&year=2018&lid=0&prev=/byweek.asp#top
  9. https://www.ftportfolios.com/Commentary/EconomicResearch/2018/3/29/personal-income-rose-0.4percent-in-february
  10. https://www.nytimes.com/2018/03/21/business/fed-interest-rate.html
  11. http://www.chicagotribune.com/business/sns-bc-us--financial-markets-bull-market-birthday-20180309-story.html

March 2018 Market Commentary

  1. https://www.cnbc.com/2018/01/31/us-stock-futures-dow-data-earnings-and-politics-on-the-agenda.html
  2. https://www.cnbc.com/2018/02/28/the-associated-press-how-major-us-stock-indexes-fared-wednesday.html
  3. https://www.cnbc.com/2018/02/28/us-stocks-interest-rates-fed-markets.html
  4. https://www.cnbc.com/2018/02/09/us-stock-futures-dow-data-earnings-market-sell-off-and-politics.html
  5. https://www.cnbc.com/2018/02/05/why-the-stock-market-plunged-today.html?recirc=taboolainternal
  6. https://www.ftportfolios.com/Commentary/EconomicResearch/2018/2/26/new-single-family-home-sales-declined-7.8percent-in-january
  7. https://www.ftportfolios.com/Commentary/EconomicResearch/2018/2/21/existing-home-sales-declined-3.2percent-in-january
  8. https://www.ftportfolios.com/Commentary/EconomicResearch/2018/2/16/housing-starts-increased-9.7percent-in-january
  9. https://www.cnbc.com/2018/02/27/yields-started-jumping-right-at-this-moment-with-powell.html
  10. https://www.bloomberg.com/news/articles/2018-02-27/stocks-sell-off-to-reach-asia-on-hawkish-powell-markets-wrap
  11. https://www.ftportfolios.com/Common/ContentFileLoader.aspx?ContentGUID=8e54bb9d-fc75-4128-a39b-8d5510e8c83e
  12. http://wsj-us.econoday.com/byshoweventfull.asp?fid=485915&cust=wsj-us&year=2018&lid=0&prev=/byweek.asp#top
  13. https://www.cnbc.com/2018/02/27/why-march-could-be-a-better-month-for-stocks-but-there-is-a-warning.html

February 2018 Market Commentary


  1. https://www.marketwatch.com
  2. https://www.cnbc.com/2018/01/31
  3. http://wsj-us.econoday.com/
  4. http://lipperalpha.financial.thomsonreuters.com
  5. http://www.morningstar.com/news/market-watch
  6. https://www.cnbc.com/2018/01/31
  7. https://www.reuters.com/article/us-usa-economy
  8. http://www.morningstar.com/news/market-watch
  9. https://www.cnbc.com/2018/01/31/
  10. https://www.reuters.com/article/us-usa-stocks/

January 2018 Market Commentary


  1. https://www.cnbc.com/2017
  2. http://performance.morningstar.com/
  3. https://www.usatoday.com/story/money/taxes/2017/
  4. https://www.fool.com/taxes/2017/
  5. https://www.marketwatch.com/
  6. http://wsj-us.econoday.com/

November 2017 Market Commentary


  1. http://www.cnbc.com/
  2. https://www.cnbc.com/
  3. http://wsj-us.econoday.com/
  4. https://www.ftportfolios.com/
  5. www.cnbc.com/2017/
  6. http://www.npr.org/sections/

October 2017 Market Commentary


  1. http://www.marketwatch.com/
  2. https://www.bloomberg.com/
  3. https://www.cnbc.com/2017/
  4. https://www.cnbc.com/2017/09/28/
  5. http://money.cnn.com
  6. http://www.ftportfolios.com

September 2017 Market Commentary


  1. http://markets.businessinsider.com
  2. http://www.marketwatch.com
  3. http://money.cnn.com
  4. http://markets.businessinsider.com
  5. http://money.cnn.com
  6. http://money.cnn.com

August 2017 Market Commentary

  1. http://abcnews.go.com/US/
  2. http://www.businessinsider.com
  3. http://www.npr.org/2017
  4. http://money.cnn.com/2017
  5. http://www.nasdaq.com/article/

July 2017 Market Commentary

  1. http://money.cnn.com
  2. http://money.cnn.com
  3. http://money.cnn.com
  4. https://www.washingtonpost.com
  5. https://www.washingtonpost.com
  6. https://www.washingtonpost.com
  7. http://money.cnn.com
  8. https://www.usatoday.com
  9. http://www.cnbc.com


June 2017 Market Commentary

  1. http://www.marketwatch.com
  2. http://www.nasdaq.com
  3. http://www.cnbc.com
  4. http://www.cnbc.com
  5. http://www.cnbc.com
  6. http://www.cnbc.com
  7. http://www.cnbc.com/
  8. http://www.cnbc.com/
  9. https://www.zacks.com

May 2017 Market Commentary

  1. http://www.cnbc.com
  2. http://www.cnbc.com
  3. http://www.cnbc.com
  4. http://www.cnbc.com
  5. http://www.cnbc.com
  6. http://www.cnbc.com
  7. http://www.cnbc.com
  8. https://www.washingtonpost.com
  9. http://www.cnbc.com
  10. http://www.businessinsider.com

April 2017 Market Commentary

  1. http://www.cnbc.com
  2. http://www.cnbc.com
  3. http://www.cnbc.coml
  4. http://www.cnbc.com
  5. http://www.cnbc.com
  6. http://money.cnn.com
  7. https://data.bls.gov
  8. https://data.bls.gov
  9. http://money.cnn.com
  10. http://www.ftportfolios.com
  11. http://www.ftportfolios.com
  12. https://www.nytimes.com
  13. http://www.cnbc.com
  14. https://www.nytimes.com
  15. http://www.cnbc.com
  16. http://www.ftportfolios.com
  17. http://www.ftportfolios.com
  18. http://www.cnbc.com

March 2017 Market Commentary

  1. http://www.cnbc.com/
  2. http://money.cnn.com/
  3. http://www.reuters.com/
  4. https://finance.yahoo.com/
  5. http://www.reuters.com/
  6. http://money.cnn.com/
  7. http://www.cnbc.com/
  8. http://www.forbes.com/
  9. http://www.cnbc.com/
  10. http://www.cnbc.com/
  11. http://goo.gl/UrJZwm
  12. http://www.cnbc.com/
  13. http://www.cnbc.com/
  14. https://www.bloomberg.com/

February 2017 Market Commentary

  1. http://www.nasdaq.com/article/stock-market-news-for-january-11-2016-cm563933
  2. http://www.usatoday.com/story/money/markets/2017/01/24/asian-stock-indexes-mixed-trump-uncertainties-mount/96980624/
  3. http://money.cnn.com/2017/01/25/investing/dow-20000-stocks/
  4. http://www.ftportfolios.com/Commentary/EconomicResearch/2017/1/30/personal-income-increased-0.3percent-in-december
  5. http://www.ftportfolios.com/Commentary/EconomicResearch/2017/1/13/retail-sales-rose-0.6percent-in-december
  6. http://www.cnbc.com/2017/01/31/halfway-through-earnings-season-time-to-rethink-the-big-trump-earnings-boost.html
  7. http://www.cnbc.com/2017/01/27/us-markets.html
  8. https://www.bea.gov/newsreleases/national/gdp/gdpnewsrelease.htm
  9. https://www.bloomberg.com/news/articles/2017-01-27/u-s-economic-momentum-faces-wild-card-in-trump-s-trade-policy
  10. https://www.bloomberg.com/news/articles/2017-01-27/u-s-economic-momentum-faces-wild-card-in-trump-s-trade-policy
  11. https://www.bloomberg.com/news/articles/2017-01-27/u-s-economic-momentum-faces-wild-card-in-trump-s-trade-policy

January 2017 Market Commentary

  1. http://finance.yahoo.com
  2. http://finance.yahoo.com
  3. http://finance.yahoo.com
  4. http://www.cnbc.com
  5. http://www.nytimes.com/
  6. http://www.nytimes.com/
  7. https://www.federalreserve.gov
  8. https://finance.yahoo.com
  9. http://www.ftportfolios.com
  10. http://www.wsj.com
  11. http://www.cnbc.com/
  12. http://data.cnbc.com/
  13. https://www.bloomberg.com
  14. http://www.cnbc.com
  15. http://www.ftportfolios.com/
  16. http://www.ftportfolios.com/
  17. http://finance.yahoo.com

December 2016 Market Commentary

  1. http://www.nytimes.com
  2. http://finance.yahoo.com
  3. http://www.investopedia.com
  4. http://www.cnbc.com
  5. http://www.marketwatch.com
  6. http://www.ftportfolios.com
  7. http://www.ftportfolios.com/
  8. https://fred.stlouisfed.org/graph/?g=hh3
  9. https://goo.gl/ZHY964
  10. http://www.tradingeconomics.com
  11. https://goo.gl/ZHY964
  12. http://www.cnbc.com
  13. http://finance.yahoo.com
  14. http://finance.yahoo.com

November 2016 Market Commentary

  1. www.cnbc.com
  2. www.marketwatch.com
  3. www.marketwatch.com
  4. www.ftportfolios.com
  5. www.cnbc.com

October 2016 Market Commentary

  1. https://tickertape.tdameritrade.com/options/2016/09/volatility-update-september-market-volatility-sizzles-105190
  2. http://www.marketwatch.com/story/text-of-september-fomc-statement-2016-09-21
  3. http://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html [Accessed October 5, 2016]
  4. https://www.dropbox.com/s/7w9b8rkeg3he4sn/Screenshot%202016-10-05%2014.48.58.png?dl=0
  5. http://www.cnbc.com/2016/09/29/gdp-2q-growth-rises-14-percent-in-final-reading-vs-12-percent-estimate.html
  6. https://frbatlanta.org/-/media/Documents
  7. https://www.newyorkfed.org/medialibrary [Accessed October 5, 2016]

September 2016 Market Commentary

  1. https://www.zacks.com/commentary/88961/q2-earnings-season-winding-down
  2. https://www.zacks.com/commentary/88961/q2-earnings-season-winding-down
  3. http://www.usnews.com/news/articles/2016-08-17/fed-minutes-show-rate-hike-momentum-as-september-meeting-looms
  4. http://www.usnews.com/news/articles/2016-08-17/fed-minutes-show-rate-hike-momentum-as-september-meeting-looms
  5. http://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html [Accessed August 26, 2016]
  6. http://www.cnbc.com/2016/08/26/yellen-says-a-rate-hike-is-coming--but-markets-say-not-now.html
  7. http://finance.yahoo.com/news/u-second-quarter-growth-trimmed-1-1-percent-123519369--business.html
  8. http://finance.yahoo.com/news/u-second-quarter-growth-trimmed-1-1-percent-123519369--business.html

September 2015 Market Commentary

  1. http://news.sky.com/story/1559985/china-faces-lost-decade-of-economic-growth
  2. http://www.cnbc.com/2015/09/18/stocks-open-sharply-lower-on-fed-uncertainty.html, http://www.cnbc.com/2015/09/18/counting-each-word-yellens-core-message-hasnt-moved.html,
  3. http://www.ftportfolios.com/retail/blogs/economics/index.aspx
  4. http://www.foxbusiness.com/markets/2015/09/25/us-futures-rise-asian-shares-slump-as-yellen-revives-rate-talk/
  5. http://www.cnbc.com/2015/09/25/us-final-q2-gross-domestic-product-39-vs-37-expected.html

August 2015 Market Commentary

  1. http://www.bbc.com/news/world-europe-33984008
  2. http://www.bbc.com/news/world-europe-34014817
  3. http://www.bbc.com/news/business-34053879
  4. http://www.bloomberg.com/news/articles/2015-08-27/china-will-respond-too-late-to-avoid-recession-citigroup-says
  5. http://www.ftportfolios.com/Commentary/EconomicResearch/2015/8/24/this-correction-is-technical,-not-fundamental
  6. http://www.bea.gov/newsreleases/national/gdp/gdpnewsrelease.htm

July 2015 Market Commentary

  1. http://www.zacks.com
  2. http://www.zacks.com
  3. https://www.bea.gov
  4. http://www.reuters.com
  5. http://www.cnbc.com

June 2015 Market Commentary

  1. http://www.bbc.co.uk/news/world-europe-33305019
  2. http://www.cnbc.com/id/102759995
  3. http://www.cnbc.com/id/102736075
  4. https://www.bea.gov/newsreleases/national/gdp/gdpnewsrelease.htm
  5. https://www.frbatlanta.org/cqer/research/gdpnow.aspx

May 2015 Market Commentary

  1. www.marketwatch.com
  2. www.marketwatch.com
  3. www.forbes.com

April 2015 Market Commentary

  1. www.bloomberg.com
  2. www.businessinsider.com
  3. www.foxbusiness.com
  4. www.businessinsider.com
  5. www.businessinsider.com
  6. www.zacks.com

March 2015 Market Commentary

  1. http://www.bloomberg.com/news/articles/
  2. http://www.businessinsider.com/
  3. http://www.foxbusiness.com/economy-policy/
  4. http://www.businessinsider.com/
  5. http://www.businessinsider.com/
  6. http://www.zacks.com/commentary/

February 2015 Market Commentary

  1. http://www.reuters.com/article/2015
  2. http://www.bloomberg.com/news/articles/2015
  3. http://www.zacks.com/commentary
  4. http://www.foxnews.com

January 2015 Market Commentary

  1. 115.19 6/19/14 and 46.07 1/26/15
  2. http://www.economist.com/news
  3. http://www.reuters.com/article/2015
  4. http://www.bloomberg.com/news
  5. http://www.marketwatch.com/story
  6. http://www.cctv-america.com/2015
  7. http://www.cnbc.com
  8. http://www.zacks.com

December 2014 Market Commentary

  1. http://www.eia.gov-(Oil prices between 6.19.14 and 12.22.14)
  2. http://www.bloomberg.com/newsl
  3. http://www.cnbc.com/id
  4. http://www.kansascity.com/news
  5. http://www.businessweek.com