September 2, 2022

August Returns and Asset Performance

Major Asset Classes August 2022 Performance Comparison Introduction August returns have been finalized and confirm the end of the summer rally.  Losses were evident across all major asset classes.  For example, US equity indexes were down and fared better than developing market indices, but trailed the performance of emerging market […]
August 1, 2022

July Returns and Asset Performance

Major Asset Classes July 2022 Performance Comparison Introduction July returns for the S&P 500 index were positive for the second month this year.  In fact, we saw the best returns seen since April 2020.  Gains were evident across all major asset classes, though results varied by index.  For example, US […]
July 14, 2022

S&P 500 Earnings Update – 2Q.2022

S&P 500 Earnings Update – 2Q.2022 Prelude to Earnings Season The second quarter earnings season ((2Q.2022) has just begun.  We share the latest  earnings forecasts for the S&P 500 index. Market Context Return Profile Prices and returns for the S&P 500 index are profiled at right.  In the second quarter, […]
July 3, 2022

June Returns and Asset Performance

Major Asset Classes June 2022 Performance Comparison Introduction June returns for the S&P 500 index had one of the largest drawdowns in the last 10 years.   Red ink is evident across all major asset classes.  US equity indexes have now fallen 4 out of the first 6 months of […]
May 19, 2022

The Bumpy Road to Average Returns

The Bumpy Road to Average Returns Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to remember that performance in any given year may be sky-high, extremely poor, or somewhere in between.  For example: Annual returns came within two […]
March 28, 2022

S&P 500 Earnings Update – 1Q.2022

S&P 500 Earnings Update – 1Q.2022 Prelude to Earnings Season The first quarter earnings season is about to get underway and its worthwhile to review the latest earnings forecasts prior to the release of actual results. First, lets look at EPS guidance issued by companies since the first of the […]
March 15, 2022

Retirement Planning MasterClass

Retirement Planing MasterClass The Retirement Planning Masterclass was created to help you to better structure your retirement and investment plans, to better manage risk, and to preserve a comfortable lifestyle. Live Online Tuesdays, April 19 & 26 Time: 10:00am-11:30am Concordia University Saturdays, April 23 & 30 Time: 10:00am-11:30am 282 Concordia […]
February 27, 2022

Sample Research Report

Sample Research Report Purpose The S&P 500 Market Insight Report presents high-quality data and research analysis on the S&P 500 Index in an easy-to-read format. The purpose of the data effort to inform our model portfolios and tactical asset allocations.  Research data is packaged with easy to understand content to […]
November 19, 2021

Important Planning Numbers 2022

2022 Important Planning Numbers Download There are lots of important planning numbers that we work with.  At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not […]
November 3, 2021

S&P 500 Earnings Insight

S&P 500 Earnings Update Actual Earnings – 3Q.2021 The third quarter earnings season is well underway.  Actual earnings have been reported for 328 of the companies in the S&P 500 index.  Specifically, net income for all the reporting companies is 40.4% higher than that reported 12 months ago. The actual […]