Latest Thoughts
With the historically weak month of February upon us, we take a closer look at market technicals and sentiment this week. ...
Despite a strong 2016, there may still be some value in value. ...
After years of earnings recession, improving corporate earnings and relatively low valuations are making overseas investments more attractive. ...
Saving for your grandchildren's college could have major impacts on their Financial Aid eligibility. Knowing the rules will help you craft a smarter strategy. ...
Small caps have surged since Election Day. ...
Take advantage of the IRA sweet spot in your 60’s....
Here we go again, another New Year. Another list of hopeful goals alongside a list of failed resolutions of yesteryear. We blissfully ignore our previously failed attempts and get ready to do it all over again. For many of us, resolutions have...
Fourth Quarter 2016 earnings season gets underway this week (January 9-13) and it looks like it will be another good one. ...
This week we take a look back at some of our hits and misses of 2016....
Many measures of investor sentiment indicate widespread uncertainty about the direction of markets. The age of the bull market, U.S. election, the possibility of a mistake by central banks, U.S. dollar strength, Brexit, and China's debt problems all seem to have the potential to scare...
In our election playbook, we discuss some investments that could possibly receive an election boost. Some areas that may fare better under Clinton include: alternative energy, emerging markets, and healthcare services. Some areas that could potentially get a boost from a Trump presidency include: biotech/pharmaceuticals,...
Longer-term technical indicators on equities continue to look very strong. Overall market sentiment could be a nice contrarian reason to remain bullish....
We believe the earnings recession may have ended in the third quarter. We expect potential upside to third quarter estimates due to supportive economic data, stable oil prices, and U.S. dollar stability. We will be watching closely to gauge the confidence of management teams in...
Historically, the best quarter of the year is upon us. Although October has been strong recently, we expect the volatility that began in late September to continue. ...
Our Five Forecasters are collectively sending mostly mid-cycle signals. The Leading Economic Index, yield curve, and market breadth are all signaling the continuation of the economic expansion and bull market. Stock market valuations and the ISM Manufacturing Index are flashing some warning signs that...