Blog
Q4 2024 Earnings: “Mixed Results Relative to Expectations”
One thing’s for certain: It’s noisy out there. I like FactSet’s view on earnings season right now:
While the percentage of S&P 500 companies reporting positive earnings surprises is above the 10-year average, the magnitude of earnings surprises is below the 10-year average.
Translation: We remain trending upwards; however, the margin of that trend is slimming.
S&P 500 PE Ratio - Is the Past Prologue?
When the S&P’s forward price earnings multiple gets to the highs we’re seeing today, it’s spelled trouble for the markets. Is this time different…is “the past prologue?”
Election Impacts on the Markets
Today is election day and major U.S. equity indices (and other asset classes) are near their all-time highs, now is the ideal time to explore modern strategies for safeguarding investment portfolios, while accommodating for growth and income.
What the Fed’s Outlook Means for the Bond Market
With inflation beginning to improve, many finally expect the Fed to begin cutting rates by the end of the year. What perspective do diversified investors need to stay balanced in the months ahead?
Are We Entering A Bear Market?
Preserving capital throughout prolonged market contractions is key to reaching financial goals and objectives.
Is Now the Time for Treasuries? Should We Allocate for ‘Higher For Longer’?
Today’s treasury rates offer a chance to lock in rates not seen in quite some time.