Tag Archives: dividends
The P/E debate. Are stocks overvalued, undervalued or priced just right?
Jeremy Siegel, author of Stocks for the Long Run, and professor at the University of Pennsylvania’s Wharton School, offered a promising view of stock market opportunities in his conference call with advisors April 14. The way Siegel determines whether markets … Continue reading
Don’t let the tax sunset leave your portfolio in the dark
At the end of 2010, tax rates will go up unless there are legislative changes amending the coming “sunset” of current tax provisions. This note takes a brief look at some of the strategies investors can use to ensure their … Continue reading
Stocks are undervalued, stocks are overvalued ― depending on direction you look
The significant lack of consensus outlook for U.S. stock markets comes largely from the direction at which differing parties view the market. Those looking forward, basing market valuation on estimated future company earnings believe that markets could be 25+% undervalued. … Continue reading
Coming Tax Changes Create Incentive to Act Now
Most of us prefer to think about taxes only once per year. However, with significant changes coming in 2011, tax considerations of financial planning and investment management will be prominent for the remainder of 2010. Taxes on income, capital gains … Continue reading
If you can’t predict, at least prepare
When we make investment and financial planning decisions for clients, most often we are not able to predict with any certainty how markets will behave, how or when personal or business situations will change, or the timing and impact of … Continue reading
Important considerations about dividend-paying stocks
News about dividends in the past year has mostly been negative. The number of U.S. companies decreasing dividends in 2009 was the highest since 1955. According to Standard & Poor’s, 804 companies reduced their dividend payouts by over $58 billion. … Continue reading
Our view of the investment world as we close the book on a volatile decade
(This is a lightly modified version of a letter sent to clients of Brooks, Hughes & Jones December 18.) As we move into 2010 on the shoulders of a giant stock market rally, a phrase from the final episode of … Continue reading
