January 2015

Time to 'SHED' and see what happens

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Conference Highlights

I've just returned from my annual pilgrimage to the AICPA PFP Conference. This is a chance for me to spend 3 intense days with my CPA financial planner colleagues and friends. I'm exhausted as always from the sheer volume of valuable information I absorbed.

Market Valuation

Market Valuation

In this blog post we discuss how long term strategic investors can think about and use market valuation information.

2014 Market Insights

2014 Market Insights
A Good Year for U.S. Stocks

As of the end of 2014, the S&P 500 has grown a bit more than 200% in a relatively steady climb since March 2009. For the 3rd year in a row the ascent has been made without even a modest 10% correction. Compared to history, this bull market has been unusually strong.

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