May 10, 2019

Stock markets around the world sold off this week on rising risks of a trade war between the United States and China.  With the worlds largest and second largest economies trading threats in advance of negotiations, hopes began to dim that an agreement would be reached.  Clearly China aims to be a global competitor with the United States,...

May 6, 2019

 By Jared Franz and Darrell Spence:  Capital Group

When is the next recession? That’s one of the questions we hear most often. And for good reason. Recessions can be complicated, misunderstood and sometimes downright scary. With the U.S. expansion nearly 10 years old, investors may be wondering whether the next one is just around the...

April 26, 2019

Many things change dramatically when you retire, not the least of which is your tax situation.  Retirees face a unique set of opportunities and challenges that many CPA’s (and Financial Advisors) simply don’t address.  One of the most significant opportunities in retirement is the ability to manage taxable income.  One of the potential th...

April 19, 2019

Diversification hasn’t mattered much over the past few years. U.S. stocks have consistently outpaced non-U.S. markets. Even within the U.S., market leadership has been concentrated among a handful of fast-growing technology and consumer companies, while value-oriented stocks have lagged the overall market.

But the recent market turbulence...

October 27, 2017

Price-to-Sales is a ratio used in financial circles to compare a company’s stock price to its revenues or “sales.” Also notated as P/S, it can be calculated by dividing a company’s market capitalization (its current price multiplied by the number of outstanding shares) by its total sales over a chosen period (typically 12 months).

It’s bes...

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