With third quarter reporting nearly concluded, S&P 500 companies are delivering growth rivaling post-recession 2010. Not surprisingly, valuations are also breaking records. Meanwhile, record margins present more challenging hurdles to 2018 growth.
In the short-run, the market is a voting machine. Some risks have abated as others become the focus of the market’s voting mechanism. If the market climbs a wall of worry, I would worry about the wall growing shorter.
Is October the worst month of the year for stocks, or has it taken the blame for September? Sensationalism is a mainstay of articles on seasonal or calendar investing. We’ll take an objective, Coherent approach to stock market seasonality.
Are you leaving money on the table? Capturing your entire 401k match is vital to optimal financial planning. Here are ideas for fully understanding your match, structuring your employee contributions, and implementing contribution strategies to maximize benefits.
There are several components of a 401k employer match than can be coordinated to fit your personal finances. Contact your payroll, human resources or benefits department to ask for specific information on your retirement plans. Here are a few questions you should ask, and likely answers.
On August 21, the Great American Solar Eclipse will trace a “path of totality” across the continental United States. Allegorically, expectations of accelerated earnings growth may become eclipsed by looming comparable earnings hurdles at already elevated stock market valuations.
Sector rotation has accelerated to a whipsawing pace. Mismanaging sector allocations can severely affect your portfolio’s risk-adjusted performance. Is it time for sector rotation strategies? If you like jumping from one moving roller coaster onto another, then yes.
Recent Department of Labor (DOL) Fiduciary Rule changes may have you wondering, “Who’s really advising me?” Asking the right questions can help guide you to the appropriate path for your unique financial and lifestyle goals.
June brings some extra dividends from funds which pay semi-annually. It’s also when investors have more difficulty understanding their account statements. A basic knowledge of dividends and how they’re reported can replace frustration with understanding.
Companies are finally turning performance from “worst-since” to “best-since” while wrestling rising hurdles in a radically changing environment. Expectations have risen to over 20% growth, much of which markets have priced-in at peril of a more serious correction.