by Cliff Robello | Aug 22, 2025 | Blog
Thoughts on Labor Day Just a heads up: This letter is a little vanilla. No, I don’t mean it’s boring. (Or at least, I hope it’s not!) I mean it’s about vanilla, the ingredient. You know, the one used to make delicious ice cream, chocolate chip cookies, crème brulee,...
by Cliff Robello | Aug 15, 2025 | Blog
We received this email below from a client that appears to be from Schwab. It is SPAM. DO NOT CLICK ON THE LINKS. I have removed the links in this email. Here are some tips on spotting these bogus emails. First, PAUSE. Don’t be too quick to click on links or reply....
by Cliff Robello | Aug 4, 2025 | Blog
After the market sold off 5 days in a row last week, and 6 out of the last 7 trading sessions, on Friday the Sherman Portfolios Starpath indicator went negative as the Small-Cap Value index moved below cash on the momentum ranking table. As a result of the negative...
