Wall Street Steward Blog


Your Last Month

Meeting was scheduled for 3:45 pm today at the client’s house.  As I drove deep into the country woods, the paved road ended as I turned onto a sheet of gravel.  My car jumped back and forth with each tire revolution.  As I pulled up to the house, I was greeted by 4 dogs who were none too happy that an overdressed yuppie was encroaching.


Drop It While It's Hot

A friend of mine recently asked me to write a piece about Roth IRAs.  This is no ordinary friend, so I decided to partake in the endeavor.  But, in my typical rebel fashion, I promised myself that my contribution to the Roth IRA network of articles would be neither status quo, nor boring.  Search #RothIRAMovement on Twitter if you want the play by play…that’s what all the cool kids are doing.


Stocks' Sweet Sixteen

It has been a sweet sixteen weeks for the S&P 500.  The broad stock market index has only had three down weeks out of the past sixteen.  There has not been a sixteen-week period with fewer weeks of losses in over 20 years – since the period ending September 1, 1989!


The Eye of The Beholder

As some of you know, my wife is heavily involved with an outreach called “Serving Meals Ministry.”  They provide free meals to needy families, and she and I help out with the local chapter, which serves Fort Mill’s Riverview community.


Following The Path

Just seven weeks into 2012 and the markets are off to a strong start. The stock market, measured by the S&P 500, has posted a high single-digit gain for the year, and the S&P 500 index is around 1,350. Sound familiar?


Wonderful Referral

If you read this blog regularly, then you know how I feel about referrals.  They are an amazing science.  Everything about them is interesting to me…..