In the Media

In the Media

FOX BUSINESS segments with Schatz:

Putin has to face the strong possibility these young guys are beginning to run away: Thomas Peterffy 11 Mar 2022

Experts reveal stocks investors can buy on the dip 28 Feb 2022

Investors more negative about the market last week than at the start of the pandemic: Expert 31 Jan 2022

Market expert argues we must get back to a ‘normal, functioning economy’ 01 Sep 2021

Big Tech stock growth has Gary Kaltbaum ‘worried about the economy’ 28 Jun 2021

How will food inflation impact your wallet? 10 Jun 2021

How would Biden’s $6T budget impact markets? 27 May 2021

Inflation to blame for ‘routine, normal, healthy’ market pullback: Investment manager 13 May 2021

Elon Musk passes Warren Buffett on world’s richest people list 13 Jul 2020

Federal Reserve pushing investors towards growth stocks: Expert 10 Jun 2020

What is the Future of Flying? 13 May 2020

Coronavirus hasn’t reached its peak level yet 24 Mar 2020

Market will survive if Federal Reserve doesn’t decrease interest rates: Expert 20 Feb 2020

CNBC segments with Schatz:

Premature to think we’re back to normalcy in a few months 14 Apr 2020

Media articles

2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012

Media articles 2022

Media articles 2021

Media articles 2020

Media articles 2019

Media articles 2018

Media articles 2017

Media articles 2016

Media articles 2015

Media articles 2014

Media articles 2013

Media articles 2012

Here’s why meme stocks are hinting at another flashy rally for `junk stocks`;

13 May 2022
As market sell-off continues, financial advisers are searching for answers;

09 May 2022
Advisers warn clients about ‘long, difficult bear market’;

03 May 2022
US stocks off to worst start since 1939 with scant hope of near-term rebound;

03 May 2022
Where Investor Focus Should Be In 2022;

29 Mar 2022
Putin has to face the strong possibility these young guys are beginning to run away: Thomas Peterffy;

11 Mar 2022
Experts reveal stocks investors can buy on the dip;

28 Feb 2022
US stock free-fall far from over as Russia, inflation, Fed weigh on markets;

24 Feb 2022
Market ‘is all about the Fed,’ not geopolitics: Heritage Capital president;

18 Feb 2022
How To Invest In Frustrating Market Conditions;

31 Jan 2022
Investors are ‘overloaded’ with mega-cap tech stocks: Heritage Capital President;

19 Jan 2022
Talking about your financial future following pandemic economy;

13 Jan 2022
Stock market is due for a proper correction in 2022: Paul Schatz;

03 Jan 2022

Financial tips for the end of the year;

22 Dec 2021
“2022 Will Not Be A Good Year For Stocks”;

20 Dec 2021
Stock Market: ‘This should be a seasonally strong period and so far it’s not,’ Heritage Capital President says;

20 Dec 2021
Bad breadth plagues Nasdaq as mega-cap stocks mask market weakness;

07 Dec 2021
Markets: ‘Feels like a lot of people overreacted’ on Black Friday, strategist says;

29 Nov 2021
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.;

22 Nov 2021
Inflation drives investors to US stocks;

19 Nov 2021
FOMC Meeting Soon! Asset Purchasing Pullback? with Paul Schatz;

01 Nov 2021
Short-term ESG performance shines light on active management;

29 Oct 2021
‘The best is yet to come’ for markets: Heritage Capital President;

28 Oct 2021
Mixed Markets In A Volatile Trading Session;

30 Sep 2021
‘We’re going to go strongly to new highs in Q4’: Heritage Capital President;

29 Sep 2021
A nearly 10% S&P 500 correction last September has stock-market investors dreading autumn 2021;

01 Sep 2021
This Economic Boom Is No Picnic for Producers;

13 Aug 2021
Stocks and Sectors to Watch | FOMC and Infrastructure | Paul Schatz from Heritage Capital;

29 Jul 2021
‘The markets have rewarded Powell’: Heritage Capital President;

26 Jul 2021
Insight Weekly: Banks’ efficiency push; vacuuming carbon; Big Pharma diversity goals;

20 Jul 2021
As inflation gets real, advisers ponder strategies;

15 Jul 2021
Earnings are ‘priced for perfection’: Strategist;

12 Jul 2021
Market Performance Forecast: Why Investors Should Wait On IPOs;

01 Jul 2021
Stocks surge, comfort grows as market’s fear gauge falls to pre-pandemic levels;

29 Jun 2021
Big Tech stock growth has Gary Kaltbaum ‘worried about the economy’;

28 Jun 2021
‘I do think there’s a decline coming,’ before labor day: Heritage Capital President;

23 Jun 2021
Experts: Play The Shift To Growth Stocks With These 6 Funds;

17 Jun 2021
What is a Short Squeeze? | MemeStocks (AMC, GME, CLOV, etc) with Paul Schatz from Heritage Capital;

10 Jun 2021
How will food inflation impact your wallet?;

10 Jun 2021
How would Biden’s $6T budget impact markets?;

27 May 2021
Fidelity’s New Account Isn’t The Only Way Your 13-Year-Old Can Trade;

26 May 2021
Coinbase (COIN) and Perrigo (PRGO) Stock Picks;

26 May 2021
Market volatility focuses attention back on inflation risks;

14 May 2021
Inflation to blame for ‘routine, normal, healthy’ market pullback: Investment manager;

13 May 2021
The Sky (SPY) is Falling? | What’s Happening in the Market with Paul Schatz;

11 May 2021
Crypto market is in a ’greedy’ and ‘euphoric’ period: Heritage Capital President;

05 May 2021
How Much Bitcoin Should You Own? Advisors’ Calls May Shock You;

23 Apr 2021
Paul Schatz’s Expectations For Earnings Season;

15 Apr 2021
Stock trading volumes plummet despite historic bull run;

13 Apr 2021
After steep rise, most-shorted US stocks tumble below index gains;

31 Mar 2021
$3 Trillion! Who Gets It? (VMC, CCI, CAT, etc.) | Paul Schatz from Heritage Capital LLC;

30 Mar 2021
‘Swaps market shouldn’t exist the way it is’: Heritage Capital Pres.;

29 Mar 2021
Financial advisers are steering clients away from SPACs;

24 Mar 2021
Paul Schatz and Retirement Planning 101 if you’re in your forties.;

10 Mar 2021
Yahoo Finance Video ‘It’s a good sign that stocks can rally and that bond yields are rallying’: Heritage Capital President;

01 Mar 2021
Ellen Lee And Paul Schatz On Sectors Best Positioned For Growth;

26 Feb 2021
GAMESTOP (GME) ROUND 2? & 2021 Hot Market Themes – with Paul Schatz;

25 Feb 2021
Surging US Treasury yields threaten stock market rally;

19 Feb 2021
Paul Schatz: What happened with Reddit and Game Stop?;

09 Feb 2021
Paul Schatz’s Stocks To Watch: PZZA, DVA;

05 Feb 2021
‘I’m terrified politicians will use this as an opportunity:’ Heritage Capital President on GameStop frenzy;

01 Feb 2021
‘How is this ultimately going to end? Poorly.’ A look at the GameStop roller coaster, as well as Schwab’s adviser service issues;

29 Jan 2021
Industry veterans put short-squeeze bedlam in perspective;

28 Jan 2021
Stock market’s ‘Biden bounce’ raises caution flags;

19 Jan 2021
Keep your finances and investments healthy in 2021!;

19 Jan 2021
Paul Schatz Talks Opportunities In The Current Market Environment;

12 Jan 2021
Market watchers search for silver linings in 2021;

11 Jan 2021
Buffered ETFs add ‘guard rails’ to uneasy equity market;

08 Jan 2021
Georgia flipping seats blue would ‘cap’ economic growth: Heritage Capital President;

04 Jan 2021

Market Recap: Thursday, December 24;

24 Dec 2020
Gray swans: Blinded by pandemic, investors may be ignoring these risks in 2021;

16 Dec 2020
Paul Schatz on December Market Performance;

14 Dec 2020
‘It’s silly season’: Airbnb and DoorDash’s IPO rallies signal return of dot-com-era greed, strategists say;

10 Dec 2020
Doordash, Airbnb IPOs: ‘I wouldn’t touch either one of them with a 10 foot pole’;

09 Dec 2020
Stimulus plan doesn’t matter to markets: Paul Schatz Heritage Capital;

09 Dec 2020
Financial advisers navigate the uncertainty of Biden’s impact on markets, economy;

01 Dec 2020
US short sellers shrink back as vaccine optimism rises;

01 Dec 2020
After Chaotic 4 Years, Wall St. Is Itching to Unfollow @realDonaldTrump;

24 Nov 2020
If there is a market pullback, it’s ‘absolutely an unqualified buying opportunity’: Heritage Capital’s Paul Schatz;

24 Nov 2020
Markets Throw a Welcome Party of Sorts for Biden;

24 Nov 2020
Stock Market Live Thursday: Stocks Close in the Green, Big Tech Rebounds, Tesla Hits New High;

19 Nov 2020
2020 Election Results: Biden’s Win Should Boost These IRA, 401(k) Investments;

09 Nov 2020
Election Night’s Effects On The Market… also, random James Bond!;

06 Nov 2020
‘The VIX is kind of like an alligator’s mouth,’ as risk increases, it can clamp on your portfolio: Heritage Capital President;

02 Nov 2020
Paul Schatz Talks Market Impact Of The Upcoming Election;

01 Nov 2020
Assessing Market Volatility Trends;

20 Oct 2020
Possible pullback into elections could be good buying opportunity: Strategist;

19 Oct 2020
U.S. personal income tumbles as jobless benefits expire;

01 Oct 2020
Dow ends 131 points lower, snapping three-day win streak ahead of Trump-Biden showdown;

29 Sep 2020
The senate is ‘much more important’ than who the next president is for the markets: Heritage Capital President;

29 Sep 2020
Paul Schatz Stocks To Watch: MHK, D, SBAC;

21 Sep 2020
Energy, bank stocks are ‘going to be the trade’ at some point moving forward: expert;

16 Sep 2020
Smart money will not hop on big tech stocks right now: Expert;

08 Sep 2020
How To Make Investment Bets On November Elections;

08 Sep 2020
Paul Schatz’s Names To Watch: TGNA, DBA, MMM;

31 Aug 2020
The ‘4% Rule’ Still Works: Its Critics Are Wrong;

21 Aug 2020
Nvidia stock is priced for ‘absolute perfection’: expert;

20 Aug 2020
More Cracks Appearing in the Stock Market’s Foundation;

18 Aug 2020
Tech stocks taking a backseat in markets is ‘healthy’: Heritage Capital Pres.;

10 Aug 2020
Stocks cling to gains ahead of Big Tech hearing, Fed meeting;

29 Jul 2020
Paul Schatz And Ryan Patel: Headwinds & Tailwinds For McDonald’s Amid Global Pandemic;

27 Jul 2020
China orders U.S. to close Chengdu colsulate;

24 Jul 2020
Gold’s 24% run attracts the attention of younger investors;

23 Jul 2020
Advisors Should Aspire to the Endowment Investment Model;

14 Jul 2020
Tech-Heavy NASDAQ Reaches New All-Time High Today;

13 Jul 2020
Elon Musk passes Warren Buffett on world’s richest people list;

13 Jul 2020
Here’s the next big move this summer for the record-setting Nasdaq;

07 Jul 2020
Boost Your Retirement Savings By Avoiding 3 Pandemic-Era Mistakes;

22 Jun 2020
Comparing P/E Ratios for the S&P 500;

22 Jun 2020
“No one put his feet to the fire” Asset Manager on Powell Senate testimony;

16 Jun 2020
Federal Reserve pushing investors towards growth stocks: Expert;

10 Jun 2020
Paul Schatz: Weighing Small-Caps Vs Big-Caps Performance v2;

04 Jun 2020
Why looting, protests and COVID-19 haven’t pounded the stock market;

02 Jun 2020
Advisors Recommend These Funds For Income-Hungry Investors, Even Amid Pandemic;

30 May 2020
Why this is the ‘kitchen sink quarter’ for investors: Heritage Capital President;

26 May 2020
Are stock investors too complacent about a full-scale blowup between China and the U.S.? Here’s what Wall Street experts say;

25 May 2020
Paul Schatz: BTIG Initiates Buy Rating For Beyond Meat (BYND);

19 May 2020
‘Betting against the U.S. economy and consumer is a loser’s game’ – why one strategist sees Dow 30,000 next year and 40,000 by 2023;

19 May 2020
Economy will be ‘very uneven’ for at least a year: Heritage Capital’s Schatz;

15 May 2020
What is the future of flying?;

13 May 2020
Advisers look past the glitter, debate gold’s value as a long-term investment;

12 May 2020
This is the “kitchen sink quarter” for every company out there: Expert;

11 May 2020
Markets lower as China tensions rise;

04 May 2020
Paul Schatz On Finding Opportunity Costs When Investing;

30 Apr 2020
Strategist predicts Dow 40,000 but warns of ‘more panic days’ first;

17 Apr 2020
Vanguard limits access to the safest money market funds;

17 Apr 2020
With Tax Day Delay, Here’s How To Put Your Cash To Work In The Meantime;

15 Apr 2020
Dow Jones At 30,000 Next Year? Paul Schatz Weighs In;

15 Apr 2020
Premature to think we’re back to normalcy in a few months: Paul Schatz;

14 Apr 2020
Last minute tax filing tips for 2019;

04 Apr 2020
Markets volatile as jobless claims surge to 6.6M amid coronavirus;

02 Apr 2020
Initial jobless claims double to 6.6M;

02 Apr 2020
Stocks Surge as JNJ Preps COVID-19 Vaccine Trials;

30 Mar 2020
Paul Schatz Talks Trading Strategies In A Bear Market;

24 Mar 2020
Coronavirus hasn’t reached its peak level yet: Business expert;

24 Mar 2020
‘We don’t have time’ as coronavirus outbreak worsens: Heritage Capital President;

18 Mar 2020
How To Protect Your Retirement From The Coronavirus Stock Market;

14 Mar 2020
Stock trading halted as markets sink;

12 Mar 2020
Stock futures slump on Trump’s travel bans;

12 Mar 2020
Forecast survey: Expect Fed to slash interest rates near zero in 2020 to battle coronavirus fallout;

12 Mar 2020
Paul Schatz on the coronavirus impact on world economy;

10 Mar 2020
Stocks pare losses on Kudlow ‘targeted stimulus’ comments;

06 Mar 2020
Coronavirus and the Stock Market;

05 Mar 2020
Vanguard: Fed rate cut a ‘high-risk bet’;

03 Mar 2020
‘Don’t run to gold’ and other advice for pandemic volatility;

25 Feb 2020
Market will survive if Federal Reserve doesn’t decrease interest rates: Expert;

20 Feb 2020
Paul Schatz’s Stock And ETF Picks: MJ, PDCO, XBI;

19 Feb 2020
Concerns rise about negative bond yields reaching U.S.;

10 Feb 2020
Twitter Q4 earnings beat but guidance disappoints;

07 Feb 2020
Stocks shake-off coronavirus fears, impeachment trial;

29 Jan 2020
Paul Schatz On Forecasting How High The Market Rally Can Go;

29 Jan 2020
Stocks close little changed, IBM leads tech shares higher;

22 Jan 2020
Why ‘irrationally bullish’ investors are getting nervous as the stock market races to uncharted territory;

21 Jan 2020
Helping clients understand why they aren’t beating the S&P 500;

16 Jan 2020
Financial Forecast for 2020;

09 Jan 2020
Gold could hit $3,000 by 2025: expert;

08 Jan 2020
The reasons why the 2010’s bull market may be drawing to a close;

07 Jan 2020
Hyundai and Uber are partnering to build air taxis;

07 Jan 2020
The IRS adds a question about crypto usage on the new tax form;

07 Jan 2020
The 10 most in demand skills of 2019;

07 Jan 2020
Paul Schatz On Assessing Investment Sentiment;

06 Jan 2020

END OF THE YEAR TAX AND INVESTMENT ADVICE WITH PAUL SCHATZ;

19 Dec 2019
Boeing suppliers under pressure amid Max suspension;

17 Dec 2019
Gold is going to $2,500, $3,000 an ounce: investment expert;

11 Dec 2019
AOC says ‘I told you so’ after Amazon moves to NYC;

10 Dec 2019
U.S., China trade negotiators plan to delay December tariffs: RPT;

10 Dec 2019
Social Media’s 2020 Outlook;

09 Dec 2019
Charles Schwab to buy TD Ameritrade for $26B: RPT;

21 Nov 2019
Charles Schwab, TD Ameritrade merger could be worth $5 trillion;

21 Nov 2019
Waiting For Starbucks To Go Below 80;

18 Nov 2019
Major indexes in the red despite strong earnings reports;

14 Nov 2019
Shifting to value stocks just in the nick of time;

11 Nov 2019
Shifting to value stocks just in the nick of time;

11 Nov 2019
Federal Reserve cuts rates 1/4 point;

30 Oct 2019
Paul Shatz’s Stock Picks;

30 Oct 2019
Lower bond yields leave advisers pursuing controversial income strategy;

30 Oct 2019
Caleb Silver And Paul Shatz Discuss How McDonald’s Record Run Cools Off;

03 Oct 2019
Major indexes lower with U.S. imposing tariffs on Europe;

03 Oct 2019
Starbucks is reshuffling in post-Schultz era;

25 Sep 2019
The case against gold;

23 Sep 2019
Paul Schatz On Why Tesla’s His Short Pick;

12 Sep 2019
Stock markets are reacting less to US ‘trade-tariff tantrum’: strategist;

12 Sep 2019
ECB cuts a key rate for first time since 2016;

12 Sep 2019
When strong performance sends ETF investors to the exits;

06 Sep 2019
The upside of betting on inflation;

29 Aug 2019
New poll suggests Bernie Sanders, Elizabeth Warren and Joe Biden are in a three-way tie;

27 Aug 2019
Dudley encourages Fed to get political not enable Trump;

27 Aug 2019
Dow jumps more than 200 points, Target and Lowe’s surge on strong earnings;

21 Aug 2019
We are ‘absolutely not’ entering a bear market;

15 Aug 2019
Volatility reignites debate about market timing;

15 Aug 2019
INVESTMENT PROJECTIONS FOR 2019 2020 WITH PAUL SCHATZ;

05 Aug 2019
ECB keeps rates unchanged, FED expected to cut rates, Facebook earnings beat expectations;

25 Jul 2019
Elon Musk should be like Bill Gates – but not in a good way;

25 Jul 2019
Advisers scramble to help retirees navigate looming Fed rate cut;

15 Jul 2019
Active managers putting pressure on index funds;

01 Jul 2019
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk;

19 Jun 2019
As market indicators go, the president trumps everything;

06 Jun 2019
Selling because of the trade war turbulence could cost you a lot of money over the long term;

16 May 2019
Why buying Lyft or Uber stock with your mom’s money isn’t a good idea;

07 May 2019
The longest bull market in history can’t shake the skeptics;

03 May 2019
9 popular companies that paid $0 in taxes for 2018;

15 Apr 2019
Amazon Employees are Listening to Conversations of Users Through Alexa: RPT;

11 Apr 2019
Amazon vs. Walmart: Retail competitors call each other out;

11 Apr 2019
EU extends Brexit Deadline to Halloween;

11 Apr 2019
Uber hopes for valuation of $90-$100 billion;

11 Apr 2019
Uber seeks IPO valuation of $100 billion;

11 Apr 2019
Disney Investor Day Preview;

11 Apr 2019
China Offers to Open Its Cloud-Computing Sector: RPT;

11 Apr 2019
Market growth ‘is just right’ after Fed leaves rates unchanged;

21 Mar 2019
Biogen halts trial of its Alzheimer’s drug Aducanumab;

21 Mar 2019
Better economic data needed before Wall Street can rise back to all-time high;

16 Mar 2019
State of the Economy & Tax Help;

06 Mar 2019
Financial advisers take issue with Democratic plans to tax the rich;

05 Mar 2019
As volatility rises, United Capital gives advisers crash course in alts, options;

25 Feb 2019
This stock-market gauge just hit an all-time high – and that’s bad news for bears;

21 Feb 2019
Americans — particularly millennials — are alarmingly late on car payments;

18 Feb 2019
BB&T strikes deal to buy SunTrust- largest U.S. bank merger in a decade;

07 Feb 2019
Semiconductor gains could give stocks ‘the all clear’;

29 Jan 2019
Top financial resolutions for 2019;

22 Jan 2019
Finance tips for the end of the year;

14 Jan 2019
Paul Schatz Money Tips for 2020;

10 Jan 2019
Theresa May Rules Out a No-Deal Brexit;

07 Jan 2019
Eli Lilly to buy Loxo Oncology for $8 billion;

07 Jan 2019
US, China officials begin trade talks in Beijing;

07 Jan 2019
These are the 10 biggest risks in the world, according to Eurasia Group;

07 Jan 2019
Estimates of the gig economy gone wrong;

07 Jan 2019

Wall Street experiencing ‘a relentless selling wave’;

18 Dec 2018
2019 could be a stellar year for gold;

18 Dec 2018
Finance tips for the end of the year;

12 Dec 2018
This is an opportunity to buy cyclical stocks, says pro;

29 Oct 2018
Stock market pullback brings out the buyers;

24 Oct 2018
Expert: Gold is the most unloved sector today, but it’s smart money;

18 Oct 2018
Even if the bull market is heading toward a correction, it’s likely to keep on charging;

12 Oct 2018
Expert Discusses Stock Market Dive;

11 Oct 2018
Stocks in the red after yesterday’s big selloff;

11 Oct 2018
Dow fell for the first time in five days Monday;

26 Sep 2018
Stocks mostly flat following Trump’s UN address;

25 Sep 2018
As Dow marches on, why energy and biotech sectors are ones to watch;

25 Sep 2018
Advisers warn against fleeing stocks in favor of bonds;

17 Sep 2018
10 years later, advisers still shudder recalling the financial crisis;

13 Sep 2018
The economic impact of businesses leaving CT;

24 Aug 2018
‘I can’t see the economy accelerating from here,’ says strategist;

24 Aug 2018
Rapper claims Musk scrambling to secure Tesla funding;

14 Aug 2018
Are Democrats and Republicans rejecting capitalism?;

14 Aug 2018
Bitcoin slides, takes other cryptocurrencies with it;

14 Aug 2018
Turkey calls for boycott of U.S. electronics;

14 Aug 2018
Facebook is a $90-$100 stock by 2020, says pro;

10 Aug 2018
Brace for a bear-market drop for Facebook, says this strategist;

09 Aug 2018
Yahoo Finance Live: Midday Movers – Jul 25th, 2018;

25 Jul 2018
Alphabet soup is hot, and clients will pay more for those letters;

16 Jul 2018
PAUL SCHATZ TALKING INVESTING;

11 Jul 2018
Financial experts weighs in on mid-year budget check;

02 Jul 2018
Advisers take a short-term view of trade skirmishes;

29 Jun 2018
An indicator that’s ‘90% accurate’ suggests hidden strength in the stock market;

14 May 2018
Pain at the pump possible with pulling out of Iran nuclear deal;

08 May 2018
Stocks struggle to gain steam, financials lag, economic reports in focus;

03 May 2018
Last minute tax tips with Financial Expert Paul Schatz;

11 Apr 2018
Dow doesn’t let early loss get in way of big rebound;

05 Apr 2018
We’ve got more downside before we hit all time highs says expert;

02 Apr 2018
Stocks plunge, advisers tell clients to hang tight;

22 Mar 2018
From Apple to Lockheed Martin, 9 stocks to buy this spring;

16 Mar 2018
Stock market 10-month win streak ends in February after correction;

28 Feb 2018
PAUL SCHATZ TALKING INVESTING IN 2018;

15 Feb 2018
Dow plunges over 600 points;

09 Feb 2018
Dow plunges more than 1,000 points, falls into correction territory;

08 Feb 2018
As Dow plunges, some investors get their buy lists ready;

08 Feb 2018
Paul Schatz 2018 financial projections;

10 Jan 2018
Investing in Berkshire Hathaway could look different once Warren Buffett steps down;

10 Jan 2018

Stocks soar, US dollar sinks after Italian ‘No’ vote;

05 Dec 2017
GE cut highlights peril of relying on income from dividends;

14 Nov 2017
Nightly Business Report – November 13, 2017;

13 Nov 2017
Why the Dow won’t be haunted by an October market crash this year;

05 Oct 2017
Unlucky 7? Dow looks to dodge curse of years ending in a 7;

04 Oct 2017
Betterment partners with BlackRock, Goldman to offer more portfolio options;

13 Sep 2017
Will Jeffrey Gundlach’s Trump-like approach on Twitter work in financial services?;

18 Aug 2017
A Check On 2017 Mid-Year Finances;

11 Aug 2017
Since its IPO, Snap Inc. did exactly what it said it would, so why is its stock struggling?;

14 Jul 2017
Paul Schatz has some tips for tax time;

05 Apr 2017
What Fed rate hikes mean for retirees;

24 Feb 2017
Stocks bouncing back ahead of Obamacare repeal vote;

23 Feb 2017
Dow 20,000 will be ‘a rally you can sell;

12 Jan 2017
Dow 20,000 will be ‘a rally you can sell,’ market strategist says;

12 Jan 2017
Stocks and dollar plunge, gold breaks above $1,200;

12 Jan 2017
Paul Schatz on Investing in 2017 and the Trump Effect;

09 Jan 2017

Why the end of the year is a great time to look over your finances;

21 Dec 2016
Must advisers manage money?;

11 Dec 2016
Stocks soar, US dollar sinks after Italian ‘No’ vote;

05 Dec 2016
Financial Markets and Trump;

18 Nov 2016
Nov 7 – The U.S. Election and its effect on the Market;

07 Nov 2016
Statistical Model Provides Hints at Presidential Outcome;

04 Nov 2016
State unclaimed fund coffers may have a rich surprise for you;

24 Oct 2016
Gold’s price drop puts traders and investors at odds;

18 Oct 2016
Small-cap stocks have more room to run;

10 Oct 2016
Fed may hike rate by 0.25% this year: Heritage Capital;

09 Sep 2016
All three stock indexes hit record highs in 1999 redux, minus the investor euphoria;

12 Aug 2016
US stocks and bonds swap roles in topsy-turvy, low-interest-rate market;

10 Aug 2016
US stocks end higher with 7 straight record closes for the Dow;

20 Jul 2016
Democrat’s financial transactions tax splits adviser ranks;

14 Jul 2016
‘Bull market similar to 1980s, see big money flows in US assets’;

11 Jul 2016
What’s next after the Brexit vote?;

28 Jun 2016
Mkts will continue to sell going into Brexit week: Heritage Cap;

17 Jun 2016
Oppenheimer’s shuttered fund spotlights challenges for commodity strategies;

13 May 2016
SunEdison’s hard lesson for renewable-energy investors;

31 Mar 2016
Probability of Fed rate hike in April limited: Heritage Cap;

29 Mar 2016
Morningstar’s sustainability effort kicks off with ESG scores on 20,000 funds;

01 Mar 2016
14 tips for this year’s tax season;

18 Feb 2016
Gold rally takes a breather;

16 Feb 2016
Stock market slide has financial advisers buying low, rebalancing;

15 Jan 2016
China Stocks — Almost Time To Buy, Strategists Say;

14 Jan 2016
Odds are, the Powerball winner will need lots of advice;

14 Jan 2016
Odds are, the Powerball winner will need lots of advice;

12 Jan 2016
Market bear rustling in its cave, Stock Trader’s Almanac warns;

07 Jan 2016

SEC report revisits sting of unsolved Aug. 24 market slide;

30 Dec 2015
DOJ’s ‘cease fire’ on state marijuana laws sparks fresh investment buzz;

28 Dec 2015
Third Avenue fund’s meltdown sheds new light on the value of prospectus reading;

16 Dec 2015
Has Apple turned rotten?;

15 Dec 2015
Apple bull vs. bear;

15 Dec 2015
Has Apple turned rotten?;

15 Dec 2015
See mkts rally post US fed rate hike: Heritage Cap;

11 Dec 2015
Green energy investing takes center stage;

01 Dec 2015
See Dow at 20K by Aug’16; Fed to hike in Dec: Heritage Cap;

25 Nov 2015
Investors pause but look past Paris attacks, keeping eye on the Fed;

16 Nov 2015
Beyond Fed’s (all but certain) rate hike;

15 Nov 2015
GLOBAL MARKETS-Equities fall, bond yields rise after hawkish Fed statement;

28 Oct 2015
US STOCKS-Wall St cuts gains after Fed statement;

28 Oct 2015
GLOBAL MARKETS-Equities fall, bond yields rise after hawkish Fed statement;

28 Oct 2015
US STOCKS-Wall St cuts gains after Fed statement;

28 Oct 2015
Stay calm and don’t worry about Black Monday;

16 Oct 2015
Gender-focused investment strategy skips over common sense;

14 Oct 2015
3 Dividend Stock Plays Before Fed Hikes Interest Rates;

01 Oct 2015
14 Ways To Play The Lead-Up To A Fed Rate Hike;

28 Sep 2015
Mutual Funds: How To Gain From An Interest Rate Hike;

24 Sep 2015
What advisers love most about their jobs;

24 Sep 2015
New ETFs make slicing up the S&P by sector easier;

22 Sep 2015
The Federal Reserve’s focus on global economic strength radically alters rate-hike odds;

18 Sep 2015
Advisers say the Fed is too focused on the markets instead of the economy;

16 Sep 2015
Wild market ride creating entry points for long-term investors;

26 Aug 2015
ETF providers step up to defend the status quo;

18 Aug 2015
Hillary Clinton’s short-sighted tax on long-term capital gains leaves advisers unimpressed;

30 Jul 2015
Africa draws investment dollars, despite the risks;

27 Jul 2015
Playing the stock index reshuffle game can cost investors;

07 Jul 2015
Is Greece the ‘mistake’ that can kill this old bull market?;

29 Jun 2015
Is Greece the ‘mistake’ that can kill this old bull market?;

29 Jun 2015
Home builders ripe for deals: Strategist;

22 Jun 2015
Home builders ripe for deals: Strategist;

22 Jun 2015
NAAIM Conference – Paul Schatz;

15 Jun 2015
NAAIM Conference – Paul Schatz;

15 Jun 2015
Defying market logic, small-cap funds ride the strong dollar to beat large caps;

08 Jun 2015
The no-growth first quarter doesn’t take a rate hike off the table;

29 May 2015
Jobs report threaded the needle, shows aging bull market isn’t over yet;

11 May 2015
Options to invest in innovative technologies that address water shortages are limited;

19 Apr 2015
Apple joining Dow could leave clients overexposed to tech giant;

06 Mar 2015
US STOCKS-Wall St closes up slightly ahead of jobs report;

05 Mar 2015
US STOCKS-Wall St closes up slightly ahead of jobs report;

05 Mar 2015
Enjoy the Super Bowl ads, but don’t buy the stock;

18 Jan 2015

Stocks and the economy are hooked on the Fed’s punch bowl;

23 Dec 2014
Debate: Harder for men or women to get a job?;

15 Dec 2014
Is Uber giving capitalism a bad name?;

15 Dec 2014
Three safe stocks to own in a bull or bear market;

24 Nov 2014
Dow 20,000 and how we’ll get there;

20 Nov 2014
China on the brink of an ’08-style housing crisis;

18 Nov 2014
Ferguson gun sale rise as riots loom;

18 Nov 2014
Has Abenomics failed?;

17 Nov 2014
Would you rather work till your 70 years old or invest and retire early?;

05 Nov 2014
OPEC waging war on America?;

05 Nov 2014
Red states pass higher minimum wage;

05 Nov 2014
Social Security money should be invested in Fortune 500 companies?;

05 Nov 2014
Sanderson Farms a good value for investors’ portfolio?;

05 Nov 2014
Market rally coordinated by team in the White House basement?;

03 Nov 2014
Social media effect on midterms;

03 Nov 2014
Your name tells you how conservative you are?;

03 Nov 2014
F5 Networks a ‘buy’ despite extreme volatility?;

03 Nov 2014
Investing in the elections;

03 Nov 2014
Wall St flat, but S&P 500 hits record;

03 Nov 2014
The truth behind market ‘bubbles’;

09 Oct 2014
Advisers on stock selloff: Keep calm, keep diversified;

09 Oct 2014
Bull market may end by middle of 2015: Schatz;

08 Oct 2014
Want to cash in on television: stocks you should buy!;

08 Oct 2014
Is Ebola having an impact on earnings, growth and the markets?;

08 Oct 2014
Social media reacts to death of Ebola patient’s dog;

08 Oct 2014
Skechers shares ready to run higher?;

08 Oct 2014
Ask Payne: How to invest with limited funds?;

08 Oct 2014
Was the Ebola Patient’s dog euthanized smart or panic?;

08 Oct 2014
SEC’s investigation into Pimco could ripple through ETF, fixed income markets;

24 Sep 2014
Treasuries sneak quietly into favor;

19 Aug 2014
Fed is tapering too early, needs to wait for next recession: Schatz;

18 Aug 2014
‘Hated’ bull market still has room to run: Strategist;

14 Aug 2014
M&A hot means market not?;

16 Jul 2014
Dow 18,000 next for sure: Pro;

07 Jul 2014
Market angst pushes stocks into ‘pullback’ territory;

24 Jun 2014
Fed’s ‘punch bowl’ is needed: Pro;

19 Jun 2014
US STOCKS-Wall St falls on retail data; oil lifts energy shares;

12 Jun 2014
Holder on China espionage: Enough is enough;

19 May 2014
Merk Investments launches new gold ETF;

19 May 2014
AT&T to buy DirecTV for $48.5B in stock and cash deal;

19 May 2014
Market flashing warning signs?;

19 May 2014
CTC looks to take ‘high’ out of pot without losing medical benefits;

19 May 2014
Buy China?;

16 Apr 2014
Yellen considering more regulation on banks;

16 Apr 2014
Fear the Taper: Why Fed’s bond buying must continue;

14 Apr 2014
Bulls and bears in tug-of-war: Expert;

31 Mar 2014
Bull market intact after “good flat” first quarter, but changes afoot;

31 Mar 2014
Bull market intact after “good flat” first quarter, but changes afoot;

31 Mar 2014
Advisers worry about high-speed trading backlash from clients after Michael Lewis contention that markets are ‘rigged’;

31 Mar 2014
Advisers ratchet up scrutiny of Pimco;

21 Mar 2014
More troubles for Pimco in wake of El-Erian exit;

20 Mar 2014
PIMCO’s Got Bigger Problems Than The Tabloid Drama We’ve Been Reading About Lately;

07 Mar 2014
IMCO’s Got Bigger Problems Than The Tabloid Drama We’ve Been Reading About Lately;

07 Mar 2014
Ingredients for ending a bull market;

04 Feb 2014

Financial crisis necessary for economic recovery?;

20 Nov 2013
Twitter hype overblown?;

07 Nov 2013
What if the U.S. defaults?;

08 Oct 2013
Will the Bull Market Continue to Run?;

26 Aug 2013
Correction Coming?;

25 Jul 2013
Nightly Business Report — July 1, 2013;

02 Jul 2013
Markets Stabilized…For Now?;

25 Jun 2013
Market angst pushes stocks into ‘pullback’ territory;

24 Jun 2013
Why Bernanke Can’t Be Fully Transparent;

23 May 2013
The Dow’s Hot Streak;

08 Mar 2013
This Startup Is Going After One Of The Last Successful Businesses On Wall Street;

28 Feb 2013
All-Time Highs for the Market on the Way?;

28 Jan 2013
Financial Advisers Help Split Assets During Divorce;

25 Jan 2013
Schatz: Fiscal Cliff Biggest Hoax Since Y2K;

02 Jan 2013

More Fed Stimulus Lifts Gold But Hits Dollar;

12 Dec 2012
Apple Is in a Multi-Year Decline, Shares to Fall 50-70%;

05 Dec 2012
Apple Is in a Multi-Year Decline, Shares to Fall 50-70% Says Schatz;

04 Dec 2012
Bull Markets Die Hard, Here’s How This One Could End;

30 Nov 2012
For “Gifts” to Win, Facebook Must Play Nice With Retailers;

28 Nov 2012
Region still the richest;

27 Nov 2012
Region still the richest;

27 Nov 2012
Blame Draghi for the Market Selloff?;

07 Nov 2012
Hospitals, gun makers look forward to four more years under Obama;

07 Nov 2012
Hospitals, gun makers look forward to four more years under Obama;

07 Nov 2012
Financial Advisers Tailor Client Calls Via Databases;

02 Nov 2012
Ethan Allen celebrates 80 years in business;

12 Oct 2012
Ethan Allen celebrates 80 years in business;

12 Oct 2012
Global market cues by Paul Schatz, Heritage Capital;

24 Sep 2012
Will the Election Drive the Markets?;

05 Sep 2012
Bull Markets Die Hard, Here’s How This One Could End;

04 Sep 2012
Risk on, sort of;

31 Aug 2012
Risk on, sort of;

31 Aug 2012
IPO Surge a Healthy Sign for Markets?;

06 Aug 2012
Crane shares pop after big dividend jump;

24 Jul 2012
Crane shares pop after big dividend jump;

24 Jul 2012
Heritage Capital President: Markets Pricing in Weak Earnings;

09 Jul 2012
Mixed reaction from stocks and experts to SCOTUS Health Care decision;

28 Jun 2012
Mixed reaction from stocks and experts to SCOTUS Health Care decision;

28 Jun 2012
Heritage Capital CIO Expects Summer Rally, Pre-Election Sell-Off;

27 Jun 2012
3 Indicators That Can Tell You the Market’s Next Move;

27 Jun 2012
Is J.P. Morgan the Beginning of a Crisis or Contagion?;

11 May 2012
Heritage Capital – Global market cues by Paul Schatz;

27 Apr 2012
Former NewAlliance CEO taking over at BNC;

19 Apr 2012
Is Apple in Trouble? (AAPL);

19 Apr 2012
Apple Shares Back Below $600: Is a Larger Sell-Off Looming?;

19 Apr 2012
Former NewAlliance CEO taking over at BNC;

19 Apr 2012
If this feels like the start of a market pullback, that’s because it is;

17 Apr 2012
What Will it Take to Move Bernanke on QE3?;

13 Apr 2012
Doubts linger about earnings after big surge in stock prices;

03 Apr 2012
Doubts linger about earnings after big surge in stock prices;

03 Apr 2012
You will see a Fed balance sheet in excess of $5 trillion: Paul Schatz, Heritage Capital LLC;

30 Mar 2012
Heritage Capital’s Schatz: Gold Will Break $2,000;

18 Mar 2012
European debt woes will haunt us for years: Heritage Capital;

18 Mar 2012
US markets need to pullback & consolidate at current levels: Heritage Capital;

05 Mar 2012
After $9M Canadian deal, Orange-based Tangoe looks for more partners;

17 Jan 2012
After $9M Canadian deal, Orange-based Tangoe looks for more partners;

17 Jan 2012
Bank of America to hold mortgage modification event;

09 Jan 2012

Here’s why meme stocks are hinting at another flashy rally for `junk stocks`;

13 May 2022
Market ‘is all about the Fed,’ not geopolitics: Heritage Capital president;

18 Feb 2022
Investors are ‘overloaded’ with mega-cap tech stocks: Heritage Capital President;

19 Jan 2022
Stock market is due for a proper correction in 2022: Paul Schatz;

03 Jan 2022

As market sell-off continues, financial advisers are searching for answers;

09 May 2022
Advisers warn clients about ‘long, difficult bear market’;

03 May 2022

US stocks off to worst start since 1939 with scant hope of near-term rebound;

03 May 2022
US stock free-fall far from over as Russia, inflation, Fed weigh on markets;

24 Feb 2022

Where Investor Focus Should Be In 2022;

29 Mar 2022
How To Invest In Frustrating Market Conditions;

31 Jan 2022

Putin has to face the strong possibility these young guys are beginning to run away: Thomas Peterffy;

11 Mar 2022
Experts reveal stocks investors can buy on the dip;

28 Feb 2022

Talking about your financial future following pandemic economy;

13 Jan 2022

Financial tips for the end of the year;

22 Dec 2021
Paul Schatz: What happened with Reddit and Game Stop?;

09 Feb 2021
Keep your finances and investments healthy in 2021!;

19 Jan 2021

“2022 Will Not Be A Good Year For Stocks”;

20 Dec 2021
Mixed Markets In A Volatile Trading Session;

30 Sep 2021
Market Performance Forecast: Why Investors Should Wait On IPOs;

01 Jul 2021
Coinbase (COIN) and Perrigo (PRGO) Stock Picks;

26 May 2021
Paul Schatz’s Expectations For Earnings Season;

15 Apr 2021
Ellen Lee And Paul Schatz On Sectors Best Positioned For Growth;

26 Feb 2021
Paul Schatz’s Stocks To Watch: PZZA, DVA;

05 Feb 2021
Paul Schatz Talks Opportunities In The Current Market Environment;

12 Jan 2021

Bad breadth plagues Nasdaq as mega-cap stocks mask market weakness;

07 Dec 2021
Inflation drives investors to US stocks;

19 Nov 2021
Insight Weekly: Banks’ efficiency push; vacuuming carbon; Big Pharma diversity goals;

20 Jul 2021
Stocks surge, comfort grows as market’s fear gauge falls to pre-pandemic levels;

29 Jun 2021
Stock trading volumes plummet despite historic bull run;

13 Apr 2021
After steep rise, most-shorted US stocks tumble below index gains;

31 Mar 2021
Surging US Treasury yields threaten stock market rally;

19 Feb 2021

With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios.;

22 Nov 2021
Short-term ESG performance shines light on active management;

29 Oct 2021
As inflation gets real, advisers ponder strategies;

15 Jul 2021
Market volatility focuses attention back on inflation risks;

14 May 2021
Financial advisers are steering clients away from SPACs;

24 Mar 2021
‘How is this ultimately going to end? Poorly.’ A look at the GameStop roller coaster, as well as Schwab’s adviser service issues;

29 Jan 2021
Industry veterans put short-squeeze bedlam in perspective;

28 Jan 2021
Stock market’s ‘Biden bounce’ raises caution flags;

19 Jan 2021
Market watchers search for silver linings in 2021;

11 Jan 2021
Buffered ETFs add ‘guard rails’ to uneasy equity market;

08 Jan 2021

A nearly 10% S&P 500 correction last September has stock-market investors dreading autumn 2021;

01 Sep 2021

This Economic Boom Is No Picnic for Producers;

13 Aug 2021

Big Tech stock growth has Gary Kaltbaum ‘worried about the economy’;

28 Jun 2021
How will food inflation impact your wallet?;

10 Jun 2021
How would Biden’s $6T budget impact markets?;

27 May 2021
Inflation to blame for ‘routine, normal, healthy’ market pullback: Investment manager;

13 May 2021

Experts: Play The Shift To Growth Stocks With These 6 Funds;

17 Jun 2021
Fidelity’s New Account Isn’t The Only Way Your 13-Year-Old Can Trade;

26 May 2021
How Much Bitcoin Should You Own? Advisors’ Calls May Shock You;

23 Apr 2021

The Sky (SPY) is Falling? | What’s Happening in the Market with Paul Schatz;

11 May 2021
$3 Trillion! Who Gets It? (VMC, CCI, CAT, etc.) | Paul Schatz from Heritage Capital LLC;

30 Mar 2021
Paul Schatz and Retirement Planning 101 if you’re in your forties.;

10 Mar 2021
GAMESTOP (GME) ROUND 2? & 2021 Hot Market Themes – with Paul Schatz;

25 Feb 2021

Market Recap: Thursday, December 24;

24 Dec 2020
Doordash, Airbnb IPOs: ‘I wouldn’t touch either one of them with a 10 foot pole’;

09 Dec 2020
Stimulus plan doesn’t matter to markets: Paul Schatz Heritage Capital;

09 Dec 2020
If there is a market pullback, it’s ‘absolutely an unqualified buying opportunity’: Heritage Capital’s Paul Schatz;

24 Nov 2020
‘The VIX is kind of like an alligator’s mouth,’ as risk increases, it can clamp on your portfolio: Heritage Capital President;

02 Nov 2020
Possible pullback into elections could be good buying opportunity: Strategist;

19 Oct 2020
U.S. personal income tumbles as jobless benefits expire;

01 Oct 2020
The senate is ‘much more important’ than who the next president is for the markets: Heritage Capital President;

29 Sep 2020
Energy, bank stocks are ‘going to be the trade’ at some point moving forward: expert;

16 Sep 2020
Smart money will not hop on big tech stocks right now: Expert;

08 Sep 2020
Nvidia stock is priced for ‘absolute perfection’: expert;

20 Aug 2020
Tech stocks taking a backseat in markets is ‘healthy’: Heritage Capital Pres.;

10 Aug 2020
Stocks cling to gains ahead of Big Tech hearing, Fed meeting;

29 Jul 2020
China orders U.S. to close Chengdu colsulate;

24 Jul 2020
Here’s the next big move this summer for the record-setting Nasdaq;

07 Jul 2020
“No one put his feet to the fire” Asset Manager on Powell Senate testimony;

16 Jun 2020
Why looting, protests and COVID-19 haven’t pounded the stock market;

02 Jun 2020
Why this is the ‘kitchen sink quarter’ for investors: Heritage Capital President;

26 May 2020
Economy will be ‘very uneven’ for at least a year: Heritage Capital’s Schatz;

15 May 2020
This is the “kitchen sink quarter” for every company out there: Expert;

11 May 2020
Markets lower as China tensions rise;

04 May 2020
Strategist predicts Dow 40,000 but warns of ‘more panic days’ first;

17 Apr 2020
Markets volatile as jobless claims surge to 6.6M amid coronavirus;

02 Apr 2020
Initial jobless claims double to 6.6M;

02 Apr 2020
Stocks Surge as JNJ Preps COVID-19 Vaccine Trials;

30 Mar 2020
‘We don’t have time’ as coronavirus outbreak worsens: Heritage Capital President;

18 Mar 2020
Stock trading halted as markets sink;

12 Mar 2020
Stock futures slump on Trump’s travel bans;

12 Mar 2020
Stocks pare losses on Kudlow ‘targeted stimulus’ comments;

06 Mar 2020
Twitter Q4 earnings beat but guidance disappoints;

07 Feb 2020
Stocks shake-off coronavirus fears, impeachment trial;

29 Jan 2020
Gold could hit $3,000 by 2025: expert;

08 Jan 2020
The reasons why the 2010’s bull market may be drawing to a close;

07 Jan 2020
Hyundai and Uber are partnering to build air taxis;

07 Jan 2020
The IRS adds a question about crypto usage on the new tax form;

07 Jan 2020
The 10 most in demand skills of 2019;

07 Jan 2020

Gray swans: Blinded by pandemic, investors may be ignoring these risks in 2021;

16 Dec 2020
US short sellers shrink back as vaccine optimism rises;

01 Dec 2020

Paul Schatz on December Market Performance;

14 Dec 2020
Paul Schatz Talks Market Impact Of The Upcoming Election;

01 Nov 2020
Assessing Market Volatility Trends;

20 Oct 2020
Paul Schatz Stocks To Watch: MHK, D, SBAC;

21 Sep 2020
Paul Schatz’s Names To Watch: TGNA, DBA, MMM;

31 Aug 2020
More Cracks Appearing in the Stock Market’s Foundation;

18 Aug 2020
Paul Schatz And Ryan Patel: Headwinds & Tailwinds For McDonald’s Amid Global Pandemic;

27 Jul 2020
Tech-Heavy NASDAQ Reaches New All-Time High Today;

13 Jul 2020
Comparing P/E Ratios for the S&P 500;

22 Jun 2020
Paul Schatz: Weighing Small-Caps Vs Big-Caps Performance v2;

04 Jun 2020
Paul Schatz: BTIG Initiates Buy Rating For Beyond Meat (BYND);

19 May 2020
Paul Schatz On Finding Opportunity Costs When Investing;

30 Apr 2020
Dow Jones At 30,000 Next Year? Paul Schatz Weighs In;

15 Apr 2020
Paul Schatz Talks Trading Strategies In A Bear Market;

24 Mar 2020
Paul Schatz’s Stock And ETF Picks: MJ, PDCO, XBI;

19 Feb 2020
Paul Schatz On Forecasting How High The Market Rally Can Go;

29 Jan 2020
Paul Schatz On Assessing Investment Sentiment;

06 Jan 2020

‘It’s silly season’: Airbnb and DoorDash’s IPO rallies signal return of dot-com-era greed, strategists say;

10 Dec 2020

Financial advisers navigate the uncertainty of Biden’s impact on markets, economy;

01 Dec 2020
Gold’s 24% run attracts the attention of younger investors;

23 Jul 2020
Advisors Should Aspire to the Endowment Investment Model;

14 Jul 2020
Advisers look past the glitter, debate gold’s value as a long-term investment;

12 May 2020
Vanguard limits access to the safest money market funds;

17 Apr 2020
Vanguard: Fed rate cut a ‘high-risk bet’;

03 Mar 2020
‘Don’t run to gold’ and other advice for pandemic volatility;

25 Feb 2020
Concerns rise about negative bond yields reaching U.S.;

10 Feb 2020
Helping clients understand why they aren’t beating the S&P 500;

16 Jan 2020

After Chaotic 4 Years, Wall St. Is Itching to Unfollow @realDonaldTrump;

24 Nov 2020
Markets Throw a Welcome Party of Sorts for Biden;

24 Nov 2020

Stock Market Live Thursday: Stocks Close in the Green, Big Tech Rebounds, Tesla Hits New High;

19 Nov 2020
Premature to think we’re back to normalcy in a few months: Paul Schatz;

14 Apr 2020
Stocks close little changed, IBM leads tech shares higher;

22 Jan 2020

2020 Election Results: Biden’s Win Should Boost These IRA, 401(k) Investments;

09 Nov 2020
How To Make Investment Bets On November Elections;

08 Sep 2020
The ‘4% Rule’ Still Works: Its Critics Are Wrong;

21 Aug 2020
Boost Your Retirement Savings By Avoiding 3 Pandemic-Era Mistakes;

22 Jun 2020
Advisors Recommend These Funds For Income-Hungry Investors, Even Amid Pandemic;

30 May 2020
With Tax Day Delay, Here’s How To Put Your Cash To Work In The Meantime;

15 Apr 2020
How To Protect Your Retirement From The Coronavirus Stock Market;

14 Mar 2020

Election Night’s Effects On The Market… also, random James Bond!;

06 Nov 2020

Elon Musk passes Warren Buffett on world’s richest people list;

13 Jul 2020
Federal Reserve pushing investors towards growth stocks: Expert;

10 Jun 2020
What is the future of flying?;

13 May 2020
Coronavirus hasn’t reached its peak level yet: Business expert;

24 Mar 2020
Market will survive if Federal Reserve doesn’t decrease interest rates: Expert;

20 Feb 2020

Last minute tax filing tips for 2019;

04 Apr 2020
Financial Forecast for 2020;

09 Jan 2020

Forecast survey: Expect Fed to slash interest rates near zero in 2020 to battle coronavirus fallout;

12 Mar 2020

Paul Schatz on the coronavirus impact on world economy;

10 Mar 2020
Coronavirus and the Stock Market;

05 Mar 2020

END OF THE YEAR TAX AND INVESTMENT ADVICE WITH PAUL SCHATZ;

19 Dec 2019
INVESTMENT PROJECTIONS FOR 2019 2020 WITH PAUL SCHATZ;

05 Aug 2019
State of the Economy & Tax Help;

06 Mar 2019
Finance tips for the end of the year;

14 Jan 2019
Paul Schatz Money Tips for 2020;

10 Jan 2019

Boeing suppliers under pressure amid Max suspension;

17 Dec 2019
Gold is going to $2,500, $3,000 an ounce: investment expert;

11 Dec 2019
AOC says ‘I told you so’ after Amazon moves to NYC;

10 Dec 2019
U.S., China trade negotiators plan to delay December tariffs: RPT;

10 Dec 2019
Charles Schwab to buy TD Ameritrade for $26B: RPT;

21 Nov 2019
Major indexes in the red despite strong earnings reports;

14 Nov 2019
Major indexes lower with U.S. imposing tariffs on Europe;

03 Oct 2019
Starbucks is reshuffling in post-Schultz era;

25 Sep 2019
Stock markets are reacting less to US ‘trade-tariff tantrum’: strategist;

12 Sep 2019
ECB cuts a key rate for first time since 2016;

12 Sep 2019
New poll suggests Bernie Sanders, Elizabeth Warren and Joe Biden are in a three-way tie;

27 Aug 2019
Dudley encourages Fed to get political not enable Trump;

27 Aug 2019
We are ‘absolutely not’ entering a bear market;

15 Aug 2019
ECB keeps rates unchanged, FED expected to cut rates, Facebook earnings beat expectations;

25 Jul 2019
Elon Musk should be like Bill Gates – but not in a good way;

25 Jul 2019
Why buying Lyft or Uber stock with your mom’s money isn’t a good idea;

07 May 2019
9 popular companies that paid $0 in taxes for 2018;

15 Apr 2019
Amazon Employees are Listening to Conversations of Users Through Alexa: RPT;

11 Apr 2019
Amazon vs. Walmart: Retail competitors call each other out;

11 Apr 2019
EU extends Brexit Deadline to Halloween;

11 Apr 2019
Uber hopes for valuation of $90-$100 billion;

11 Apr 2019
Uber seeks IPO valuation of $100 billion;

11 Apr 2019
Disney Investor Day Preview;

11 Apr 2019
China Offers to Open Its Cloud-Computing Sector: RPT;

11 Apr 2019
Market growth ‘is just right’ after Fed leaves rates unchanged;

21 Mar 2019
Biogen halts trial of its Alzheimer’s drug Aducanumab;

21 Mar 2019
Americans — particularly millennials — are alarmingly late on car payments;

18 Feb 2019
BB&T strikes deal to buy SunTrust- largest U.S. bank merger in a decade;

07 Feb 2019
Semiconductor gains could give stocks ‘the all clear’;

29 Jan 2019
Theresa May Rules Out a No-Deal Brexit;

07 Jan 2019
Eli Lilly to buy Loxo Oncology for $8 billion;

07 Jan 2019
US, China officials begin trade talks in Beijing;

07 Jan 2019
These are the 10 biggest risks in the world, according to Eurasia Group;

07 Jan 2019
Estimates of the gig economy gone wrong;

07 Jan 2019

Social Media’s 2020 Outlook;

09 Dec 2019
Waiting For Starbucks To Go Below 80;

18 Nov 2019
Paul Shatz’s Stock Picks;

30 Oct 2019
Caleb Silver And Paul Shatz Discuss How McDonald’s Record Run Cools Off;

03 Oct 2019
Paul Schatz On Why Tesla’s His Short Pick;

12 Sep 2019

Charles Schwab, TD Ameritrade merger could be worth $5 trillion;

21 Nov 2019
Federal Reserve cuts rates 1/4 point;

30 Oct 2019

Shifting to value stocks just in the nick of time;

11 Nov 2019
Shifting to value stocks just in the nick of time;

11 Nov 2019
Lower bond yields leave advisers pursuing controversial income strategy;

30 Oct 2019
The case against gold;

23 Sep 2019
When strong performance sends ETF investors to the exits;

06 Sep 2019
The upside of betting on inflation;

29 Aug 2019
Volatility reignites debate about market timing;

15 Aug 2019
Advisers scramble to help retirees navigate looming Fed rate cut;

15 Jul 2019
Active managers putting pressure on index funds;

01 Jul 2019
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk;

19 Jun 2019
As market indicators go, the president trumps everything;

06 Jun 2019
The longest bull market in history can’t shake the skeptics;

03 May 2019
Financial advisers take issue with Democratic plans to tax the rich;

05 Mar 2019
As volatility rises, United Capital gives advisers crash course in alts, options;

25 Feb 2019

This stock-market gauge just hit an all-time high – and that’s bad news for bears;

21 Feb 2019

Top financial resolutions for 2019;

22 Jan 2019

Wall Street experiencing ‘a relentless selling wave’;

18 Dec 2018
2019 could be a stellar year for gold;

18 Dec 2018
Stocks in the red after yesterday’s big selloff;

11 Oct 2018
Stocks mostly flat following Trump’s UN address;

25 Sep 2018
As Dow marches on, why energy and biotech sectors are ones to watch;

25 Sep 2018
Rapper claims Musk scrambling to secure Tesla funding;

14 Aug 2018
Are Democrats and Republicans rejecting capitalism?;

14 Aug 2018
Bitcoin slides, takes other cryptocurrencies with it;

14 Aug 2018
Turkey calls for boycott of U.S. electronics;

14 Aug 2018
Yahoo Finance Live: Midday Movers – Jul 25th, 2018;

25 Jul 2018
Stocks struggle to gain steam, financials lag, economic reports in focus;

03 May 2018

Finance tips for the end of the year;

12 Dec 2018
PAUL SCHATZ TALKING INVESTING;

11 Jul 2018
Last minute tax tips with Financial Expert Paul Schatz;

11 Apr 2018
PAUL SCHATZ TALKING INVESTING IN 2018;

15 Feb 2018
Paul Schatz 2018 financial projections;

10 Jan 2018

This is an opportunity to buy cyclical stocks, says pro;

29 Oct 2018
Expert: Gold is the most unloved sector today, but it’s smart money;

18 Oct 2018
Dow fell for the first time in five days Monday;

26 Sep 2018
‘I can’t see the economy accelerating from here,’ says strategist;

24 Aug 2018
Facebook is a $90-$100 stock by 2020, says pro;

10 Aug 2018
We’ve got more downside before we hit all time highs says expert;

02 Apr 2018
Dow plunges over 600 points;

09 Feb 2018
As Dow plunges, some investors get their buy lists ready;

08 Feb 2018
Investing in Berkshire Hathaway could look different once Warren Buffett steps down;

10 Jan 2018

Stock market pullback brings out the buyers;

24 Oct 2018
Advisers warn against fleeing stocks in favor of bonds;

17 Sep 2018
10 years later, advisers still shudder recalling the financial crisis;

13 Sep 2018
Alphabet soup is hot, and clients will pay more for those letters;

16 Jul 2018
Advisers take a short-term view of trade skirmishes;

29 Jun 2018
Stocks plunge, advisers tell clients to hang tight;

22 Mar 2018

Even if the bull market is heading toward a correction, it’s likely to keep on charging;

12 Oct 2018

Expert Discusses Stock Market Dive;

11 Oct 2018

The economic impact of businesses leaving CT;

24 Aug 2018
Financial experts weighs in on mid-year budget check;

02 Jul 2018
Pain at the pump possible with pulling out of Iran nuclear deal;

08 May 2018

Brace for a bear-market drop for Facebook, says this strategist;

09 Aug 2018
An indicator that’s ‘90% accurate’ suggests hidden strength in the stock market;

14 May 2018

Dow doesn’t let early loss get in way of big rebound;

05 Apr 2018
From Apple to Lockheed Martin, 9 stocks to buy this spring;

16 Mar 2018
Stock market 10-month win streak ends in February after correction;

28 Feb 2018
Dow plunges more than 1,000 points, falls into correction territory;

08 Feb 2018

Stocks soar, US dollar sinks after Italian ‘No’ vote;

05 Dec 2017
Stocks bouncing back ahead of Obamacare repeal vote;

23 Feb 2017
Stocks and dollar plunge, gold breaks above $1,200;

12 Jan 2017

GE cut highlights peril of relying on income from dividends;

14 Nov 2017
Nightly Business Report – November 13, 2017;

13 Nov 2017
Dow 20,000 will be ‘a rally you can sell;

12 Jan 2017
Dow 20,000 will be ‘a rally you can sell,’ market strategist says;

12 Jan 2017

Why the Dow won’t be haunted by an October market crash this year;

05 Oct 2017
Unlucky 7? Dow looks to dodge curse of years ending in a 7;

04 Oct 2017

Betterment partners with BlackRock, Goldman to offer more portfolio options;

13 Sep 2017
Will Jeffrey Gundlach’s Trump-like approach on Twitter work in financial services?;

18 Aug 2017
What Fed rate hikes mean for retirees;

24 Feb 2017

A Check On 2017 Mid-Year Finances;

11 Aug 2017
Paul Schatz has some tips for tax time;

05 Apr 2017
Paul Schatz on Investing in 2017 and the Trump Effect;

09 Jan 2017

Since its IPO, Snap Inc. did exactly what it said it would, so why is its stock struggling?;

14 Jul 2017

Why the end of the year is a great time to look over your finances;

21 Dec 2016
Financial Markets and Trump;

18 Nov 2016
Nov 7 – The U.S. Election and its effect on the Market;

07 Nov 2016
What’s next after the Brexit vote?;

28 Jun 2016
14 tips for this year’s tax season;

18 Feb 2016
Odds are, the Powerball winner will need lots of advice;

14 Jan 2016

Must advisers manage money?;

11 Dec 2016
Gold’s price drop puts traders and investors at odds;

18 Oct 2016
Small-cap stocks have more room to run;

10 Oct 2016
All three stock indexes hit record highs in 1999 redux, minus the investor euphoria;

12 Aug 2016
Democrat’s financial transactions tax splits adviser ranks;

14 Jul 2016
Oppenheimer’s shuttered fund spotlights challenges for commodity strategies;

13 May 2016
SunEdison’s hard lesson for renewable-energy investors;

31 Mar 2016
Morningstar’s sustainability effort kicks off with ESG scores on 20,000 funds;

01 Mar 2016
Gold rally takes a breather;

16 Feb 2016
Stock market slide has financial advisers buying low, rebalancing;

15 Jan 2016
Odds are, the Powerball winner will need lots of advice;

12 Jan 2016

Stocks soar, US dollar sinks after Italian ‘No’ vote;

05 Dec 2016
US stocks and bonds swap roles in topsy-turvy, low-interest-rate market;

10 Aug 2016

Statistical Model Provides Hints at Presidential Outcome;

04 Nov 2016

State unclaimed fund coffers may have a rich surprise for you;

24 Oct 2016
US stocks end higher with 7 straight record closes for the Dow;

20 Jul 2016

Fed may hike rate by 0.25% this year: Heritage Capital;

09 Sep 2016
‘Bull market similar to 1980s, see big money flows in US assets’;

11 Jul 2016
Mkts will continue to sell going into Brexit week: Heritage Cap;

17 Jun 2016
Probability of Fed rate hike in April limited: Heritage Cap;

29 Mar 2016

China Stocks — Almost Time To Buy, Strategists Say;

14 Jan 2016

Market bear rustling in its cave, Stock Trader’s Almanac warns;

07 Jan 2016

SEC report revisits sting of unsolved Aug. 24 market slide;

30 Dec 2015
DOJ’s ‘cease fire’ on state marijuana laws sparks fresh investment buzz;

28 Dec 2015
Third Avenue fund’s meltdown sheds new light on the value of prospectus reading;

16 Dec 2015
Green energy investing takes center stage;

01 Dec 2015
Investors pause but look past Paris attacks, keeping eye on the Fed;

16 Nov 2015
Beyond Fed’s (all but certain) rate hike;

15 Nov 2015
Stay calm and don’t worry about Black Monday;

16 Oct 2015
Gender-focused investment strategy skips over common sense;

14 Oct 2015
What advisers love most about their jobs;

24 Sep 2015
New ETFs make slicing up the S&P by sector easier;

22 Sep 2015
The Federal Reserve’s focus on global economic strength radically alters rate-hike odds;

18 Sep 2015
Advisers say the Fed is too focused on the markets instead of the economy;

16 Sep 2015
Wild market ride creating entry points for long-term investors;

26 Aug 2015
ETF providers step up to defend the status quo;

18 Aug 2015
Hillary Clinton’s short-sighted tax on long-term capital gains leaves advisers unimpressed;

30 Jul 2015
Playing the stock index reshuffle game can cost investors;

07 Jul 2015
Defying market logic, small-cap funds ride the strong dollar to beat large caps;

08 Jun 2015
The no-growth first quarter doesn’t take a rate hike off the table;

29 May 2015
Jobs report threaded the needle, shows aging bull market isn’t over yet;

11 May 2015
Options to invest in innovative technologies that address water shortages are limited;

19 Apr 2015
Apple joining Dow could leave clients overexposed to tech giant;

06 Mar 2015
Enjoy the Super Bowl ads, but don’t buy the stock;

18 Jan 2015

Has Apple turned rotten?;

15 Dec 2015
Apple bull vs. bear;

15 Dec 2015
Has Apple turned rotten?;

15 Dec 2015
Africa draws investment dollars, despite the risks;

27 Jul 2015

See mkts rally post US fed rate hike: Heritage Cap;

11 Dec 2015
See Dow at 20K by Aug’16; Fed to hike in Dec: Heritage Cap;

25 Nov 2015

GLOBAL MARKETS-Equities fall, bond yields rise after hawkish Fed statement;

28 Oct 2015
US STOCKS-Wall St cuts gains after Fed statement;

28 Oct 2015
GLOBAL MARKETS-Equities fall, bond yields rise after hawkish Fed statement;

28 Oct 2015
US STOCKS-Wall St cuts gains after Fed statement;

28 Oct 2015
US STOCKS-Wall St closes up slightly ahead of jobs report;

05 Mar 2015
US STOCKS-Wall St closes up slightly ahead of jobs report;

05 Mar 2015

3 Dividend Stock Plays Before Fed Hikes Interest Rates;

01 Oct 2015
14 Ways To Play The Lead-Up To A Fed Rate Hike;

28 Sep 2015
Mutual Funds: How To Gain From An Interest Rate Hike;

24 Sep 2015

Is Greece the ‘mistake’ that can kill this old bull market?;

29 Jun 2015
Is Greece the ‘mistake’ that can kill this old bull market?;

29 Jun 2015
Home builders ripe for deals: Strategist;

22 Jun 2015
Home builders ripe for deals: Strategist;

22 Jun 2015

NAAIM Conference – Paul Schatz;

15 Jun 2015
NAAIM Conference – Paul Schatz;

15 Jun 2015

Stocks and the economy are hooked on the Fed’s punch bowl;

23 Dec 2014
Advisers on stock selloff: Keep calm, keep diversified;

09 Oct 2014
SEC’s investigation into Pimco could ripple through ETF, fixed income markets;

24 Sep 2014
Treasuries sneak quietly into favor;

19 Aug 2014
M&A hot means market not?;

16 Jul 2014
Bull market intact after “good flat” first quarter, but changes afoot;

31 Mar 2014
Bull market intact after “good flat” first quarter, but changes afoot;

31 Mar 2014
Advisers worry about high-speed trading backlash from clients after Michael Lewis contention that markets are ‘rigged’;

31 Mar 2014
Advisers ratchet up scrutiny of Pimco;

21 Mar 2014

Debate: Harder for men or women to get a job?;

15 Dec 2014
Is Uber giving capitalism a bad name?;

15 Dec 2014
Ferguson gun sale rise as riots loom;

18 Nov 2014
Would you rather work till your 70 years old or invest and retire early?;

05 Nov 2014
OPEC waging war on America?;

05 Nov 2014
Red states pass higher minimum wage;

05 Nov 2014
Social Security money should be invested in Fortune 500 companies?;

05 Nov 2014
Sanderson Farms a good value for investors’ portfolio?;

05 Nov 2014
Market rally coordinated by team in the White House basement?;

03 Nov 2014
Social media effect on midterms;

03 Nov 2014
Your name tells you how conservative you are?;

03 Nov 2014
F5 Networks a ‘buy’ despite extreme volatility?;

03 Nov 2014
Investing in the elections;

03 Nov 2014
Want to cash in on television: stocks you should buy!;

08 Oct 2014
Is Ebola having an impact on earnings, growth and the markets?;

08 Oct 2014
Social media reacts to death of Ebola patient’s dog;

08 Oct 2014
Skechers shares ready to run higher?;

08 Oct 2014
Ask Payne: How to invest with limited funds?;

08 Oct 2014
Was the Ebola Patient’s dog euthanized smart or panic?;

08 Oct 2014
Holder on China espionage: Enough is enough;

19 May 2014
Merk Investments launches new gold ETF;

19 May 2014
AT&T to buy DirecTV for $48.5B in stock and cash deal;

19 May 2014
Market flashing warning signs?;

19 May 2014
CTC looks to take ‘high’ out of pot without losing medical benefits;

19 May 2014
Buy China?;

16 Apr 2014
Yellen considering more regulation on banks;

16 Apr 2014
Ingredients for ending a bull market;

04 Feb 2014

Three safe stocks to own in a bull or bear market;

24 Nov 2014
Dow 20,000 and how we’ll get there;

20 Nov 2014
China on the brink of an ’08-style housing crisis;

18 Nov 2014
The truth behind market ‘bubbles’;

09 Oct 2014
Bull market may end by middle of 2015: Schatz;

08 Oct 2014
Fed is tapering too early, needs to wait for next recession: Schatz;

18 Aug 2014
‘Hated’ bull market still has room to run: Strategist;

14 Aug 2014
Fear the Taper: Why Fed’s bond buying must continue;

14 Apr 2014

Has Abenomics failed?;

17 Nov 2014
Dow 18,000 next for sure: Pro;

07 Jul 2014
Fed’s ‘punch bowl’ is needed: Pro;

19 Jun 2014
Bulls and bears in tug-of-war: Expert;

31 Mar 2014

Wall St flat, but S&P 500 hits record;

03 Nov 2014
US STOCKS-Wall St falls on retail data; oil lifts energy shares;

12 Jun 2014

Market angst pushes stocks into ‘pullback’ territory;

24 Jun 2014

More troubles for Pimco in wake of El-Erian exit;

20 Mar 2014

Financial crisis necessary for economic recovery?;

20 Nov 2013
Twitter hype overblown?;

07 Nov 2013
What if the U.S. defaults?;

08 Oct 2013
Will the Bull Market Continue to Run?;

26 Aug 2013
Correction Coming?;

25 Jul 2013
Markets Stabilized…For Now?;

25 Jun 2013
Why Bernanke Can’t Be Fully Transparent;

23 May 2013
The Dow’s Hot Streak;

08 Mar 2013
All-Time Highs for the Market on the Way?;

28 Jan 2013
Schatz: Fiscal Cliff Biggest Hoax Since Y2K;

02 Jan 2013

Nightly Business Report — July 1, 2013;

02 Jul 2013

Market angst pushes stocks into ‘pullback’ territory;

24 Jun 2013

This Startup Is Going After One Of The Last Successful Businesses On Wall Street;

28 Feb 2013

Financial Advisers Help Split Assets During Divorce;

25 Jan 2013

More Fed Stimulus Lifts Gold But Hits Dollar;

12 Dec 2012
Financial Advisers Tailor Client Calls Via Databases;

02 Nov 2012

Apple Is in a Multi-Year Decline, Shares to Fall 50-70%;

05 Dec 2012

Apple Is in a Multi-Year Decline, Shares to Fall 50-70% Says Schatz;

04 Dec 2012
Bull Markets Die Hard, Here’s How This One Could End;

30 Nov 2012
For “Gifts” to Win, Facebook Must Play Nice With Retailers;

28 Nov 2012
Bull Markets Die Hard, Here’s How This One Could End;

04 Sep 2012
3 Indicators That Can Tell You the Market’s Next Move;

27 Jun 2012
Apple Shares Back Below $600: Is a Larger Sell-Off Looming?;

19 Apr 2012
What Will it Take to Move Bernanke on QE3?;

13 Apr 2012

Region still the richest;

27 Nov 2012
Region still the richest;

27 Nov 2012
Hospitals, gun makers look forward to four more years under Obama;

07 Nov 2012
Hospitals, gun makers look forward to four more years under Obama;

07 Nov 2012
Ethan Allen celebrates 80 years in business;

12 Oct 2012
Ethan Allen celebrates 80 years in business;

12 Oct 2012
Crane shares pop after big dividend jump;

24 Jul 2012
Crane shares pop after big dividend jump;

24 Jul 2012
Former NewAlliance CEO taking over at BNC;

19 Apr 2012
Former NewAlliance CEO taking over at BNC;

19 Apr 2012
Doubts linger about earnings after big surge in stock prices;

03 Apr 2012
Doubts linger about earnings after big surge in stock prices;

03 Apr 2012
After $9M Canadian deal, Orange-based Tangoe looks for more partners;

17 Jan 2012
After $9M Canadian deal, Orange-based Tangoe looks for more partners;

17 Jan 2012

Blame Draghi for the Market Selloff?;

07 Nov 2012
Will the Election Drive the Markets?;

05 Sep 2012
IPO Surge a Healthy Sign for Markets?;

06 Aug 2012
Heritage Capital President: Markets Pricing in Weak Earnings;

09 Jul 2012
Is J.P. Morgan the Beginning of a Crisis or Contagion?;

11 May 2012

Global market cues by Paul Schatz, Heritage Capital;

24 Sep 2012
You will see a Fed balance sheet in excess of $5 trillion: Paul Schatz, Heritage Capital LLC;

30 Mar 2012
European debt woes will haunt us for years: Heritage Capital;

18 Mar 2012
US markets need to pullback & consolidate at current levels: Heritage Capital;

05 Mar 2012

Risk on, sort of;

31 Aug 2012
Risk on, sort of;

31 Aug 2012
Mixed reaction from stocks and experts to SCOTUS Health Care decision;

28 Jun 2012
Mixed reaction from stocks and experts to SCOTUS Health Care decision;

28 Jun 2012

Heritage Capital CIO Expects Summer Rally, Pre-Election Sell-Off;

27 Jun 2012
Heritage Capital’s Schatz: Gold Will Break $2,000;

18 Mar 2012

Heritage Capital – Global market cues by Paul Schatz;

27 Apr 2012

Is Apple in Trouble? (AAPL);

19 Apr 2012

If this feels like the start of a market pullback, that’s because it is;

17 Apr 2012

Bank of America to hold mortgage modification event;

09 Jan 2012

Heritage Capital, LLC, "HC" is a state of Connecticut registered investment adviser located in Woodbridge CT. HC and its representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which HC maintains clients.

HC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HC's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the HC's web site on the Internet should not be construed by any consumer and/or prospective client as HC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by HC with a prospective client, shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of HC, please contact the SEC and/or the state securities law administrators for those states in which HC maintains a notice filing.

A copy of HC's current written disclosure statement discussing HC's business operations, services, and fees is available from HC upon written request. HC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HC's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.