Valuations high, but not as bad as they look

Valuations high, but not as bad as they look

From January 30th, 2017 client presentation. Valuation is NOT a very good market timing tool. In other words, the market is not going to turn and head down JUST BECAUSE the P/E ratio is high. And, high valuations are NOT actually as high as they look. Because, in 2018...
Earnings Drive Stock Prices

Earnings Drive Stock Prices

From January 30th, 2017 client presentation. In the short term there are many many things that can push prices up and down. In the long term there is only 1 thing that matters. The markets are up and continue to rise because earnings continue to rise and may be...
Imagine Life After Earned Income!

Imagine Life After Earned Income!

What is “Retirement.” We all do different things in retirement, but we all end up similarly retired. What does the word even mean? The Oxford Dictionary defines retirement as: “the action or fact of leaving one’s job and ceasing to work.” And that is the core...
Markets Experience Election Fatigue

Markets Experience Election Fatigue

“Verrrry interesting.” Arte Johnson’s catch phrase from Rowan & Martin’s Laugh-In may not have described U.S. stock markets last week, but there were some interesting economic, cyber-security, and consumer developments around the world. Major U.S. stock indices...
Third Quarter Earnings Season

Third Quarter Earnings Season

‘Tis the season! Third quarter earnings season, that is. Every quarter, companies report earnings to let investors know how profitable the companies were during the quarter. When profits grow, a company’s share price may move higher. When profits decline, a company’s...
The News Is More Good Than Bad

The News Is More Good Than Bad

So Why is Everyone Crying? There was bad news and good news in last Friday’s unemployment report. In the negative column, fewer jobs were created in the United States than economists had predicted, and January’s jobs gains were not as strong as December’s had been. In...