U.S. Asset Management

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stock market chart
Market Updates

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 …

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dow jones
Market Updates

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 …

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Tracking Money Flows
Market Updates

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 …

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Risks and Opportunities
Market Updates

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 …

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Risks and Opportunities
Market Updates

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 …

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Equitable Divorce Settlements
Divorce Resources

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 …

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Major Stock Market Decline Looming
Market Updates

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 …

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High Net Worth Resources

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 …

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Market Updates

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 …

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Financial Calculators
Retirement Resources

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 …

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Market Updates

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 …

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enough to retire?
High Net Worth Resources

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 …

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