Broker Check


Wednesday, April 3, 2024

Investors tend to focus on stocks due to their higher return profiles and volatility of results, but preferred stock as part of a portfolio may give a boost to the overall yield.

Thursday, January 18, 2024

A new year is a chance to start fresh, regardless of the prior year’s up or down return. Let’s examine where returns come from so we can isolate the source of performance and use that to make rational investment decisions going forward.

Wednesday, September 6, 2023

Casinos tend to bring out the animal spirits in people – Ferraris in the front drive, bright lights and bells going off, the list goes on, but operating a casino is considerably less sexy than what's portrayed on TV and in movies.

Thursday, February 16, 2023

Of the industries in our modern economy, none appear more cutthroat than traditional retail. In this article, Dean Schwefel explores profit margin and asset turnover in the retail sector.

Monday, June 13, 2022

The relative power of branding sounds great, but how does that translate into financials?

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Thursday, May 19, 2022

The game of tennis is quite a spectacle to watch at the professional level. Tennis at the amateur level is a different story. Professional and amateur investors are both, in a sense, like amateur tennis players...

Thursday, March 17, 2022

Occasionally, I come across a transformational way of looking at investing. I am a big proponent of the “Quality” factor - looking primarily at companies with low levels of debt, positive and growing operational cash flows and earnings.