Manager’s Letter 2017 Q4
January 5, 2018
In the current stock market, irresistible forces for economic growth face seemingly insurmountable stock market barriers. GDP is finally spearheading economic growth. However, record operating margins stand a formidable shield against earnings growth.
Tax Cuts and The Stock Market
December 22, 2017
Congress passed a new tax plan this week. Much anticipation and debate surround the effect of these tax cuts on the GDP, and by implication on the stock market. What realistic expectations can we have in the near term?
Earnings Insight November 2017
November 8, 2017
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.
Manager’s Letter 2017 Q3
October 1, 2017
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.
Worst Month – September Or October?
September 18, 2017
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.
Don’t Miss Out On 401k Match
August 15, 2017
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.
7 Questions To Ask About 401k Match
August 14, 2017
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.
Earnings Insight August 2017
August 3, 2017
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.
Manager’s Letter 2017 Q2
July 4, 2017
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.
Who’s Really Advising You?
June 16, 2017
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.