Thinking about Asset Allocation in 2017

“With all thy getting, get understanding” (Proverbs 4:7) My first job real job in the investment business was as a municipal credit analyst back in early 1990 for Clayton Brown & Associates, a small, regional broker-dealer here in Chicago, and … Continued

Weekly Earnings Update:

Thomson Reuters data (by the numbers): Forward 4-quarter estimate: $128.55 vs last week’s $128.54 P.E ratio: 17.6(x) PEG ratio: 3.36(x) SP 500 earnings yield: 5.68% vs last week’s 5.69% Year-over-year growth in the forward estimate: +5.24% vs last week’s 4.51% … Continued