Articles

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 |

The OPCM Investment Cycle: “Initiation, Full-Position, Reduce, Sell”

2015 was a difficult year for most investors and essentially all asset classes.  A few of the only ways to make money in 2015 were to either be long the […]

January 3, 2016 | Global Equities |

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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CATEGORIES

  • Global Equities
  • Economics
  • Alternative Investments
  • Financial Planning
  • Real Estate
  • Natural Resources
  • Fixed Income
  • Investment Commentary

Authors

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