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

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

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

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

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

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 93

Valuation 93

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

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 121

Valuation 121

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

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

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 117

Valuation Clients Marketing Marketing 117

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

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

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

JULY 1, 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

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

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 92

Valuation Investing Investments 92

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

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

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

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 80

Valuation Marketing Marketing 80

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

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 209

Valuation Financial Advisor Financial Planning Recruitment 209

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

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

APRIL 2, 2024

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

Valuation 75

Valuation Marketing Marketing 75

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

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

MARCH 11, 2024

Valuation metrics have little to do with what the market will do over the next few days or months. However, they are essential to future outcomes and shouldn’t be dismissed during the surge in bullish sentiment.

Valuation 52

Valuation Marketing Marketing 52

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

MARCH 4, 2024

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

Valuation 78

Valuation Marketing Marketing 78

Advisor Perspectives

NOVEMBER 2, 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 October 31, it was 4.88%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

MAY 1, 2024

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

Valuation 64

Valuation Marketing Marketing 64

Advisor Perspectives

OCTOBER 3, 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 September 30, it was 4.59%.

Valuation 59

Valuation Marketing Marketing Investing 59

Carson Wealth

JUNE 16, 2023

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

Valuation 52

Valuation Business Planning Planning Consulting 52

Advisor Perspectives

SEPTEMBER 6, 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 August 31st, it was 4.09%.

Valuation 59

Valuation Marketing Marketing Investing 59

Advisor Perspectives

APRIL 1, 2024

In this Primer On Valuation, Part 1 of 3, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will cover slow growing companies, and discuss why value investing is so important no matter what your investment strategy is, no matter what your goals or objectives are.

Valuation 52

Valuation Investing Investments 52