If you thought that the stock market in 2020 seemed a little more volatile than usual, you’re not alone, and you’re not imagining it! But just how volatile was it? …
Update: 12/28/20
Just like “sell in May and go away,” according to the Stock Trader’s Almanac, the “Santa Claus Rally” is a seasonal tendency. In this case, The Santa Claus Rally is …
Update: 12/21/20
“Investing is simple. It’s the financial industry that works hard to make it complex!”Robert Rolih, investor, best-selling author Sometimes simple is good. Sometimes simple is better. And sometimes simple is …
Update: 12/14/20
“It’s fair to say that in the 25 years I’ve been doing this I can’t remember a time when so few (if any) disputed the central narrative. Is this a …
Update: 12/7/20
Chart Crimes and misdemeanors If you are on social media, you may well recognize this screen shot (see inset) of a post of a chart that purports to show the …
Update 11/30/20
Fear and Greed – Time To Get Cautious? Markets are largely driven by human participants with human emotions. There are many attempts to measure human sentiment when it comes to …
Update 11/23/20: Happy Thanksgiving
We hope this message finds you safe and well as we approach Thanksgiving. It is a time to reflect on the positive things in life, something not always easy to …
Update 11/9/20
What Happened Last Week: A week after losing approximately 6%, stocks regained all the ground they lost (plus a little more) climbing between 7% and 9% for the week. Corporate …
Update 11/2/20
In just the past week two new vaccines have been announced with apparently high effectiveness against Covid-19. While encouraging, this news is contrasted with skyrocketing cases of the virus both …
Robert Levenson
Consultant
Gordon Thompson
Consultant
Patricia Bright
Client Services and Account/Policy Administration “Our clients are more like friends.” Patricia joined VMI in 1997 after stints in the interior design, broadcasting, and executive gift buying industries. A native …
Elena Garcia
Client Services and Office Administrator “I love the relationships we have with our clients. They know us and we know them.” Elena is a Bay Area native. She studied child development …
Amber Moffatt
Retirement Account Distribution, Account/Policy Administration and Archiving “I treasure the values and objectives so critical to VMI.” Amber graduated from Auburn University, where she was a member of Delta Delta Delta …
Carmina Rivera
Accounting and Bookkeeping “I have minimal interaction with clients, but I see how much Mark and Dave really care about them.” Carmina has lived in California for more than 30 …
Rebecca King
Systems Administration and Compliance “I love learning new things — and helping our team provide excellent customer service.” Becky has been with Value Monitoring, Inc., since 1992, and has more than 30 …
Jim Bernstein
Investment Model Development and Trading “I’m kind of a numbers nerd and explore my creativity that way. I can’t draw or sing, but in the numbers I see opportunities.” Jim’s …
Mark Levenson
Operations, Trading and Business Development “The most important thing is to live a fulfilling life and share that with your family and be healthy. Money is a means to that …
David Levenson CFP®
Financial Planner, Investment Modeling, Trading and Business Development “I like problem solving—allowing people to live their lives, not let their money be such a concern.” Dave is VMI’s only marine-biologist-turned-trader. …