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Today marks the halfway point of the calendar year, and so far it has played out pretty much as we expected. All eyes are on the S&P 500 Index in its bid to cross over the 2,000 level, while the tech-heavy Nasdaq Composite Index inches its way back toward its… Read More

Companies with predictable earnings have historically outperformed because investors value stability and are willing to pay for it. Fortunately, predictable companies are also easier to value accurately using snapshot earnings multiples, but it only works if one spends the time analyzing the income statement and isolating core earnings from reported earnings. Ignoring the anchoring bias of current market prices is the key to value-investing success. Read More

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  • June 25, 2014

It’s no wonder that survey after survey shows long-term care expenses are among the top worries of Americans in or near retirement. You could have a dynamite estate plan yet have most of your estate pay long-term care expenses instead of going to your loved ones. It doesn’t have to be that way. Read More

Looks like AT&T figured out that this town is big enough for the two of us, and is now moving into markets that rival Verizon is not occupying. Read More

Even with recent positive comments by Federal Reserve Chair Janet Yellen, investors and Wall Street money managers have a growing fear that not all is as rosy as it appears. Yellen said that accommodative monetary policy, rising property and equity prices, and the improving global economy should lead to above… Read More

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