Annuity Update: The Changing Landscape of FIAs

This article is 6 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

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By |May 3rd, 2011|Guest Blogger|0 Comments

Stock Market Valuation Made Easy: Is the Market High or Low

This article is 6 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

On December 31, 1964 the Dow closed at 874.2.  Seventeen Years later on December 31, 1981 the Dow closed at 875.  Over that time period the GDP of the US grew by 370%, the sales of the Fortune 500 more than sextupled, and the Dow inched up a mere fraction of a point.

 

How is it possible […]

By |December 16th, 2010|Uncategorized|2 Comments

Investors Flee Equity Market Mutual Funds by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

Reminiscent of the dog days of 1971-1982, investors are again fleeing equity mutual funds at a record pace.   The market recovery of the past year has proven sufficient only as a opportunity to run from equities with partial capital recovery.  According to the New York Times, on Sunday, August 22nd.

“Investors withdrew a staggering $33.12 billion […]

By |August 25th, 2010|Uncategorized|2 Comments

A Little Slice of Market History Part 4 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

 

By late 1974 very little of the stock market was left in the “upper tier” and the vast majority, including a number of perfectly good companies, were in the rubble below.  When asked later about this period Warren Buffet replied, “1974 in terms of buying opportunities—that was the best period I have seen.”  Market prices […]

By |August 13th, 2010|Uncategorized|16 Comments

A Little Slice of Market History Part 3 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

 

“The arithmetic here is deceptively simple. If a company’s earnings will increase 15% this year, and if the P-E ratio remains unchanged, then presto! The “investment” shows a 15 percent performance, plus the small dividend. If the P-E ratio advances—as it did for Avon in almost every year–the performance becomes that much better. These results […]

By |August 12th, 2010|Uncategorized|6 Comments

A Little Slice of Market History Part 2 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

 

The second thing to consider with this period is intrinsic value.  Buffett saw fit to begin his 1999 Sun Valley speech on the stock market by emphasizing, “Valuing is not the same as predicting.”  The value of a stock to a shareholder is more accurately described by a company’s earnings not the expectations on price. […]

By |August 9th, 2010|Uncategorized|2 Comments

Capital Gains Part 2 of 3 by Wade Dokken

This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

There are several issues people have with high capital gains taxes. The first is that many Americans are involved in the stock market and it could discourage investment, the second is that capital gains taxes do not generate substantial revenue, the third major reason is capital gains taxes hurt businesses and finally capital gains taxes […]

By |July 28th, 2010|Uncategorized|0 Comments