Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
How Overvalued Is The S&P 500?
How overvalued is the S&P 500?March 30, 2021As a portfolio manager and wealth planner, I believe investing in stocks has historically been an effective way to grow your portfolio over the very long term. But, investors might want to be...
Read MoreHow overvalued is the S&P 500 today? - Updated May 29, 2020- (ARCHIVED)
Updated May 29, 2020 As a professional portfolio manager, I love long term investing in the US stock market. I believe investing in stocks has historically been an effective way to grow your portfolio over the very long term. But even...
Read MoreWhere is your portfolio today?
Since my last commentary on February 24th , the S&P 500 index has taken a huge turn down due to possibly the largest “Black Swan” event in modern economic and societal history. In brief re-cap, my February 24th commentary...
Read MoreHow overvalued is the Stock Market? - updated 2/24/2020
Based on commonly used valuation metrics for the S&P 500 US Stock market index, the U.S. stock market is currently overvalued between (approximately) 56.94% and 98.%. These are levels last seen prior to the Technology crash of 2000-2002...
Read MoreRecession Watch - Continued Commentary
Are we slow walking into a recession? Deceptive Economic Headlines: Current unemployment numbers and 2nd Quarter 2019 U.S. economic growth (GDP) (This commentary is not an advertisement to sell 'free lunch' high fee / high commission...
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Are We "slow walking" into a recession? Time will tell...
For several years now (based on economic models and trends), the majority thinking among several leading economists and business leaders has been that the U.S. will experience a pronounced economic slowdown in early to mid 2020. Many...
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