Investment Commentary

Valuations Don’t Matter Until They Matter

Growth investors are increasingly willing to pay practically any price for companies with strong earnings growth in this slow growth environment. Conversely, income investors are increasingly willing to overpay for […]

April 8, 2016 | Investment Commentary |

Unsustainable Leadership

Investing in U.S. equities has been frustrating for most investors over the past few years.  After an above average 2014, U.S. stocks have been generally flat for the last 18 […]

March 3, 2016 | Investment Commentary |

Initial Quarterly Earnings and Valuation Thoughts – 2016

While equities markets continue to gyrate daily, it is sometimes easy to forget we are actually in the middle of the fourth quarter earnings season.  As markets fret about the […]

February 3, 2016 | Investment Commentary |

Equities Round-Up for 2009

Written March 2009   After posting record losses for the first two months of 2009, global stock markets rebounded in March. Although the move was swift, the first quarter generated […]

March 3, 2009 | Investment Commentary |

Equities Outlook for 2009

Written January 2009   As most people know by now, the domestic stock market fell approximately 38% in 2008. Shockingly, this performance figure was one of the better returns experienced […]

January 3, 2009 | Investment Commentary |

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Authors

  • Aaron Szager, CFP
  • Alexandra Sandberg, CFP®, ChFC®, ECA
  • Ben Viemeister, CFA
  • Charles Osborne
  • Chuck Else
  • Dan Haut, CFA, CFP®, CIMA®
  • Jack Fagan, CFA
  • Jason Rodnick, CFA
  • Jay Skaalen, CFA, CFP®
  • Jim Baer
  • Justin McNichols, CFA
  • Tom Piro, CFP®, Enrolled Agent
  • Zac Riera, CFP
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