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Important Market Update – 3/9/2020
I really don’t like writing updates like this but I feel like it is an efficient way for me to give you a thoughtful update …
USAM Dow Jones Industrial Average Target
The US stock market has fallen rapidly in response to investors seeking to reduce risk in the face of the uncertainty of the Coronavirus. Bear …
Tracking Money Flows
Over the last 12 months, investors have continued to sell stocks and buy bonds with $171 billion leaving stocks and over half a trillion going …
Risks and Opportunities – 2020 – part 2
As I mentioned in the last article, we see limited upside potential for US stocks in 2020. Our estimate of fair value on the Dow …
Risks and Opportunities – 2020
Investment markets in the US performed well in 2019, but investing hasn’t been nearly as easy for stock pickers unless you put your money in …
Equitable Divorce Settlements Should Include Intangible Assets
For most people, divorce is an emotionally exhausting process, and, without proper planning, the financial impact may be devastating. I believe that the most common …
Is the Next Major Stock Market Decline Looming?
Portfolio Insights Financial market commentators seem to change their minds daily about the outlook for the stock market. One day they are excited about stocks …
Losing Money AND Paying Taxes? There may be a better way
CPA’s listen up! As you begin preparing tax returns, some of your clients may have lost money last year but still owe capital gains taxes …
This isn’t your dad’s stock market any more
Lately, we have seen unprecedented volatility in the US stock market with swings in excess of a thousand points in a couple of days for …
Financial Calculators
Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are several tools we find helpful …
10th Market Update
The herd is jumping off the cliff A large part of my job as a portfolio manager is to appraise the value of companies. I …
Do I have enough to retire?
“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a client to construct their financial …