top of page
Stock Market-min.jpg

Press & Media Hub

Explore our latest media features, press releases, and industry insights.

March 3, 2025

Alexis made a compelling case against panic while tariffs tanked stocks. Interview starts at minute 24:12.

Pinterest.jpg

February 10, 2025

Jason suggests that invesotr "shock and awe" over tariffs may be fading.

Pinterest.jpg

February 10, 2025

Jason discussed potential transition in stock leadership in coming months.

Pinterest.jpg

February 7, 2025

Alexis discussed Amazon following its earnings announcement.

Pinterest.jpg

January 28, 2025

Our take on the Deepseek swoon.

Pinterest.jpg

January 22, 2025

Alexis talked Trump, AI, small caps and more... The link is to the full show, Alexis's interview begins at minute 49:40.

Pinterest.jpg

January 22, 2025

Panel discussion with Morningstar's Erin Lash and host Nicole Petallides talking PG and more.

Pinterest.jpg

January 10, 2025

Jason discussed Practical Tactical investing within the context of current trends and outlook.

Pinterest.jpg

January 3, 2025

Jason shared our "cautiously optimistic" outlook for stocks in his first interview of 2025.

Pinterest.jpg

January 3, 2025

Jason made the case for gold as a hedge against montary policy mistakes.

Pinterest.jpg

December 9, 2024

Jason drew parallels between the late 1990s and today's markets.

Pinterest.jpg

December 9, 2024

Jason discussed NVDA's resilience as tech stocks slipped.

Pinterest.jpg

December 6, 2024

Alexis discussed ULTA after its strong earnings report and how we are positioned headed into the holiday season.

Pinterest.jpg

November 3, 2024

Jason discussed the Fed in the context of the looming Presidential election.

Pinterest.jpg

October 27, 2024

Discussion with Will Edwards on where Jason would invest an expired CD.

Pinterest.jpg

October 21, 2024

Jason makes the case for short term Treasury bills over CDs given the current rate environment in the article by Will Edwards.

Pinterest.jpg

October 7, 2024

Alexis discussed the Fed and consumer resiliency as we approach the holiday season.

Pinterest.jpg

October 1, 2024

Discussion centered around technology stocks along with our latest practical tactical thoughts and actions as markets struggled with news of a port stike and escalating Middle East conflict.

Pinterest.jpg

September 27, 2024

Jason discussed our strategy for investing through the coming Presidential election.

Pinterest.jpg

September 27, 2024

Hear our thoughts on investing in gold as part of a diversified portfolio.

Pinterest.jpg

September 13, 2024

Jason covered a lot of ground ahead of the Fed as stocks gain.

Pinterest.jpg

September 5, 2024

Discussion on investing in big tech, mid caps and equal weights in a slow growth environment.

Pinterest.jpg

September 3, 2024

September is a seasonally weak month for the stock market. Jason discussed seasonality with Allen Root in this article.

Pinterest.jpg

September 3, 2024

Jason discussed September seasonality ahead of the Fed decision with Chibuike Oguh.

Pinterest.jpg

August 19, 2024

Ended August discussing the state of the consumer.

Pinterest.jpg

June 3, 2024

Alexis discusses ULTA and consumer stocks on a panel amid earnings news.

Pinterest.jpg

March 11, 2024

Hear our latest thoughts and actions in this fun Market Call with Chuck Jaffe.

Pinterest.jpg

November 28, 2023

Some insights on consumer staples and the stock market as 2023 comes to a close.

Pinterest.jpg

January 12, 2023

Fun interview after a tough year focused on our practial, tactial perspective on the road ahead.

Pinterest.jpg

June 21, 2022

A good discussion of our actions in bear markets as we seek to add value through full market cycles.

Pinterest.jpg

December 14, 2021

Practical tactical investing is the pursuit of more consistent and stronger performance through full market cycles by varying exposure to different asset classes and seeking to capitalize on relative performance trends. Markets are cyclical but trend following can be tricky - one way we add value is by avoiding over-reacting to normal mean reverting activity.

Pinterest.jpg

July 6, 2021

Chuck Jaffe has an entertaining way of bringing out different perspectives. Hear how our practical tactical approach is guiding us through current market themes.

Pinterest.jpg

April 10, 2021

This presentation on ETFs and asset allocation in a low yield world to the Silicon Valley chapter of AAII is relatively lengthy, but covers a lot of ground.

Pinterest.jpg

February 1, 2021

Addressed inflation concerns and provided a few companies that we believe will thrive in an environment of rising prices and global economic expansion in the feature article, Shrewd Investors: Inflation Fighters, set to publish in the February 2021 issue of the magazine.

Pinterest.jpg

December 29, 2020

Recapped lessons from 2020 and discussed how we're setting up for the year ahead.

Pinterest.jpg

December 28, 2020

Discussed how stock market valuations may be justified despite the potential for a correction and the apparent disconnect between stock market gains and economic pain. The interview starts at minute 16:36.

Pinterest.jpg

November 19, 2020

In his first post-election interview on Bloomberg, Jason discussed factors impacting market and expectations for both stocks and bond. The interview starts third minute of the show.

Pinterest.jpg

September 1, 2020

After enjoying the best August since the 1980s, hear why we are taking some profits without betting against the market.

Pinterest.jpg

June 1, 2020

Listen to a fun conversation with Money Life's Chuck Jaffe on our tactical approach to investing through the pandemic and our participation in the recovery.

Pinterest.jpg

May 1, 2020

Enjoyed getting back on Bloomberg News to discuss markets, index funds, pockets of strength and areas to avoid as we work through this phase of the recovery. The interview starts at minute 47:25.

Pinterest.jpg

March 23, 2020

As the market etched a historical bottom, this lengthy interview addressed a range of topics, including why we believed Congress would pass a stimulus bill and how much of the negative news we expected was already priced into markets.

Pinterest.jpg

February 21, 2020

With bond yields testing historic lows, fear is percolating. Catch our outlook at minute 51:40 of the Bloomberg TV interview linked to the picture to the left.

Pinterest.jpg

February 17, 2020

Bloomberg article featuring Jason's reaction to Apple's announcement that the Coronavirus would cause a revenue shortfall.

Pinterest.jpg

February 2, 2020

See Jason's quote at the end of the Bloomberg article. We are not expecting a much steeper decline at this time.

Pinterest.jpg

January 17, 2020

Hear Scarlet Fu, Romaine Bostick, and Jason discuss our current strategy, recent portfolio changes and outlook for stocks and bonds starting at minute 50:14.

Pinterest.jpg

January 3, 2020

Quoted in a recent Bloomberg article stating that we raised cash, but remain optimistic.

Pinterest.jpg

December 21, 2019

Check out Jason's interview on Bloomberg TV with hosts Scarlet Fu and Joe Weisenthal starting at minute 47:53. He discusses why it may be time to lighten up into year-end as we approach the end of a banner year for stocks.

Pinterest.jpg

November 26, 2019

See Jason's interview on Bloomberg TV with hosts Scarlet Fu and Romaine Bostick starting at minute 55:30 to hear why he continues to believe the market can go higher, a few thoughts on health care and retail, and some insights regarding market cycles.

Pinterest.jpg

November 13, 2019

A great podcast interview with host Chuck Jaffe where Jason explains our investment methodology and current view on stocks, bonds, reits, gold, and commodities.

Pinterest.jpg

October 29, 2019

Jason's appearance on Bloomberg with Scarlet Fu and Caroline Hyde starts at minute 53 about broadening leadership and why the rally should continue despite impeachment and other concerns - and the proximity to all-time highs.

Pinterest.jpg

September 24, 2019

Jason spoke with Scarlet Fu and Caroline Hyde about the recent spike in investor pessimism after only a modest pullback and why he felt it was too early to count this market out.

Pinterest.jpg

August 30, 2019

Jason's appearance with hosts Scarlet Fu and Romaine Bostick. August has been volatile and uncertainty remains, but the market is resilient and Jason explains why he thinks we go higher.

Pinterest.jpg

August 14, 2019

Read article "Yield Curve Drama No Reason to Lose Your Mind, Stock Pickers Say" by Elena Popina, Sarah Ponczek, and Lu Wang where Jason is quoted on his strategy within the pullback.

Pinterest.jpg

June 30, 2019

Read Jason's quote in Bloomberg article "Nasdaq Bulls Are King for a Day as Futures Rally on Trade Truce" by Vildana Hajric and Elena Popina by clicking the image to the left.

Pinterest.jpg

June 7, 2019

Listen to a fun interview on Chuck Jaffe's podcast Money Life covering our perspective on markets, ETFs and mutual funds.

Pinterest.jpg
AdobeStock_301951593-min.jpeg

Take the Next Step Toward Financial Freedom

Our family-run team is committed to your success. Let's create a strategy tailored to your goals.

bottom of page