Advisor Perspectives

SEPTEMBER 3, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 27.2

Valuation 52

Valuation Marketing Marketing 52

Advisor Perspectives

SEPTEMBER 3, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of August 31, it was 3.91%.

Valuation 52

Valuation Marketing Marketing Investing 52

Alpha Architect

JANUARY 27, 2023

This chart on creating shareholder value through ESG engagement is useful when evaluating if ESG practices boost valuations. Improving ESG Practices Boosts Valuations was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Valuation 109

Valuation 109

Advisor Perspectives

AUGUST 1, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 28.0

Valuation 59

Valuation Marketing Marketing 59

Advisor Perspectives

JUNE 26, 2024

Over the last decade, there has been an ongoing fundamental debate about markets and valuations. The bulls have long rationalized that low rates and increased liquidity justify overpaying for the underlying fundamentals.

Valuation 59

Valuation Marketing Marketing 59

Wealth Management

MAY 8, 2024

A recent New York Times article suggested that Blackstone's non-traded REIT is inflating its property valuations. But real estate industry insiders say they are not worried.

Valuation 92

Valuation 92

Advisor Perspectives

SEPTEMBER 3, 2024

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation 59

Valuation Marketing Marketing 59

Advisor Perspectives

JUNE 3, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.9

Valuation 69

Valuation Marketing Marketing 69

Alpha Architect

FEBRUARY 10, 2023

Given that valuations provide information on equity returns, it should not be surprising to learn that valuation spreads provide information on future factor premiums. <strong>Factor <strong>Factor Returns and the Information in Valuation Spreads</strong> was originally published at Alpha Architect.

Valuation 109

Valuation Investing Investments 109

Advisor Perspectives

JUNE 4, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of May 31, it was 4.51%.

Valuation 59

Valuation Marketing Marketing Investing 59

Validea

JULY 8, 2024

Here is the latest update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 59

Valuation Marketing Marketing Sales 59

Advisor Perspectives

MAY 2, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of April 30, it was 4.69%.

Valuation 64

Valuation Marketing Marketing Investing 64

Advisor Perspectives

AUGUST 5, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of July 31, it was 4.09%.

Valuation 52

Valuation Marketing Marketing Investing 52

Advisor Perspectives

MAY 1, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.6

Valuation 69

Valuation Marketing Marketing 69

Nerd's Eye View

MAY 16, 2023

What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

Wealth Management

JANUARY 24, 2023

What's driving RIA valuations? These factors are what smart buyers look for, and smart sellers keep in mind at all times, says Dynasty's CEO.

Valuation 116

Valuation 116

Advisor Perspectives

MARCH 5, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of February 29, it was 4.25%.

Valuation 64

Valuation Marketing Marketing Investing 64

Advisor Perspectives

JULY 1, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 28.0

Valuation 52

Valuation Marketing Marketing 52

Advisor Perspectives

APRIL 3, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of March 28, it was 4.20%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

JANUARY 2, 2024

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation 108

Valuation Marketing Marketing 108

Advisor Perspectives

FEBRUARY 1, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 25.2

Valuation 72

Valuation Marketing Marketing 72

Advisor Perspectives

NOVEMBER 2, 2023

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation 116

Valuation Marketing Marketing 116

Advisor Perspectives

OCTOBER 3, 2023

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation 119

Valuation Marketing Marketing 119

Wealth Management

DECEMBER 14, 2023

market, Capitaliz has rolled out a set of valuation tools for advisors working with business-owner clients. New to the U.S.

Valuation 113

Valuation Clients Marketing Marketing 113

Advisor Perspectives

JULY 2, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of June 28, it was 4.36%.

Valuation 52

Valuation Marketing Marketing Investing 52

A Wealth of Common Sense

AUGUST 11, 2023

Going back to 1871, Shiller has data on historical interest rates, dividends, earnings, inflation and valuations. His preferred valuation measure is the cyclically-adjusted price to earnings (CAPE) ratio The average CAPE ratio going back to 1871 is 17.4x the previous 10 years of inflation-adjusted earnings for the U.

Valuation 83

Valuation Marketing Marketing 83

Advisor Perspectives

APRIL 22, 2024

As we look ahead to our Emerging Country Debt Strategy’s 30-year anniversary on April 19th, our team paused to reflect on how important our valuation metrics have been in discussions with our clients. Local currency rates and FX continue to screen attractive, as credit spreads transition to neutral.

Valuation 52

Valuation Clients 52

Advisor Perspectives

MARCH 4, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 25.9

Valuation 64

Valuation Marketing Marketing 64

Advisor Perspectives

FEBRUARY 2, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31, it was 3.99%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

AUGUST 5, 2024

With the Q2 GDP advance estimate and the July close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 195.0%, down from 197.4% the previous quarter.

Valuation 98

Valuation 98

Advisor Perspectives

JANUARY 3, 2024

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 31, it was 3.88%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

JUNE 3, 2024

Here is a summary of the four market valuation indicators we update on a monthly basis.

Valuation 69

Valuation Marketing Marketing 69

Advisor Perspectives

OCTOBER 23, 2023

Our emerging market debt valuation metrics across all but the U.S. In our Quarterly Valuation Update, we provide our Q3 assessment. interest rate dimension remain unambiguously attractive.

Valuation 52

Valuation Marketing Marketing 52

Advisor Perspectives

JANUARY 2, 2024

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 24.2

Valuation 64

Valuation Marketing Marketing 64

Advisor Perspectives

JULY 27, 2023

Our emerging market debt valuation metrics across all but the U.S. In our Quarterly Valuation Update, we provide our Q2 assessment. interest rate dimension remain unambiguously attractive.

Valuation 52

Valuation Marketing Marketing 52

Advisor Perspectives

DECEMBER 5, 2023

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of November 30, it was 4.37%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

JULY 23, 2024

In our Quarterly Valuation Update, we provide our Q2 assessment. Local currency rates and FX screen attractive, while credit is neutral.

Valuation 52

Valuation 52