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Update: 1/4/21

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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? …

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Update: 12/28/20

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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 …

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Update: 12/21/20

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“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 …

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Update: 12/14/20

In News by admin

“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 …

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Update: 12/7/20

In News by admin

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 …

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Update 11/30/20

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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 …

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Update 11/9/20

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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 …

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Update 11/2/20

In News by admin

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 …

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Patricia Bright

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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 …

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Elena Garcia

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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 …

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Amber Moffatt

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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 …

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Carmina Rivera

In Team by admin

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 …

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Rebecca King

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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 …

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Jim Bernstein

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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 …

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Mark Levenson

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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 …

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David Levenson CFP®

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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. …

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