Blog Articles


Responsible Investing

This week I made an amazing discovery. I’ve been interested in and following the trends of socially and environmentally responsible investing for over a decade. In that time, investment in this sector has grown exponentially (well into the trillions) and taken on...


The House Always Wins

In recent weeks the stock market has felt more like a casino than the backbone of the financial system. Dizzying spikes in the stock prices of some companies at first where being attributed to a V shape recovery from the corona virus crash. But what’s becoming...


The Lotus

The economy is going down the stock market is going up! Why and When will they converge? There are a few future certainties. Here are some of them: Most if not all people will make less money this year from working. Year-end bonuses will be less if not zero. Most...



During the week of the bull runs in Pamplona, every morning a group of bulls are let loose to run through the streets. The closer they get the louder get the yells of “Toro” (Bull). The Sound of Toro is a warning: know where the bulls are coming from and find...


Love It

For the next 14 days I will be offering investment/financial advice at no charge. Feel free to text or email questions or we can set up time to talk by phone or Zoom. Please pass this along to family, friends and colleagues who may need some advice. “If you liked...


Pole Pole

When climbing Kilimanjaro, the guides mandate Pole Pole right from the beginning. Pronounced Polay Polay, it means Slowly Slowly in Swahili. The guides know well that if you don’t walk painfully slowly, the effects of altitude sickness will be quicker and more...


Fun Factor

What’s your reaction  when an experience is fun? Last week Jim Cramer  was talking about Tesla’s stock price’s  recent meteoric run up. From 200 to 640 in 6 months. From 300 to 640 in the last 3 months. Yes they reported positive earnings for two quarters and yes...


The Next Decade

If you invested $100,000 in the S&P500 stock index on January 1, 2010, reinvested the dividends and looked at your balance on New Year’s Day a few weeks ago it would be having been worth about $352,000. If you had been charged a 1% fee advisory on that...


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Advisory services offered through Wealthcare Advisory Partners LLC dba Integrative Investing. Wealthcare Advisory Partners LLC (“WCAP”) is a registered investment advisor with the U.S Securities and Exchange Commission.