Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt: Microsoft (MSFT)…
This was a relevant post by David Templeton of Horan Capital Advisors this week. I thought it was best addressed…
Seasonally, the SP 500 is entering one it’s strongest periods of the calendar year. The SPY’s YTD total return as…
The Financial sector is one of client’s overweights and it’s lagged the SP 500 badly all year. Up just 2%…
One of the classic years we saw “PE compression” was 1994, when Alan Greenspan really caught the Street and the…