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Despite the strong rebound from the October 2022 lows, many investors continue to question the legitimacy and strength of the current rally in stocks. In this update we address these issues and present a view supported by historical data to help provide peace of mind and clarity.
In spite of a constant chorus of negative news, we remain optimistic on the intermediate and long-term growth prospects for corporate earnings, the economy and capital markets.
Our Q2 client letter provides evidence and data supporting our outlook. We have attempted to highlight data that has not been broadly covered by the media and other investment research firms that shed light on the rationale behind out strategies.
In spite of an uncertain background, we remain bullish on economic growth and equities. We provide multiple reasons to support our outlook as well as insight into recent strategic changes we’ve made in client portfolios.
As states wrestle with increased expenses and lower tax receipts, investors are debating the merits of states and municipalities utilizing the bankruptcy code to seek relief from projected budget shortfalls. But, can states use the bankruptcy code to do so? We provide the answers.
With help from our research partner FundStrat, we provide context to the current economic and market recovery by comparing it to the same time period following the 2009 financial crisis. The parallels are striking.
Fascinating webinar on the impact of human emotions on investor decisions and psychology.
Market update on Covid-19 impact.
Understanding that market volatility is often times temporary, we provide a graphical illustration on the power of remaining invested through all market cycles.
White Oak Q1 2019 Market Review
Q2 2018 Market Review is available here.
Volatility continues to influence investor behavior. Our disciplined, consistent approach to investing is helping more clients reach financial success. Read more about how the numbers work.
Our popular tax and retirement flier has been updated for 2018. A great quick reference guide to tax rates, deductions and related topics that arise throughout the year.
We remind clients that market corrections are a normal and healthy element of equity investing. This article from FactSet provides perspective on the effects of corrections.
April 16, 2018 economic and market update from Raymond James investment strategy group.
The impact of technological advancements in emerging markets is having a disruptive impact on the speed in which improvements are taking place. This video from Thornburg Investments shares how and why those changes are impacting growth in global emerging markets.
Taxpayers that earn $150,000 or more make up 52% of total filers but pay a much higher percentage of overall income taxes each year.
Raymond James' Chief Investment Strategist details the characteristics of a secular bull market and their view on the bull market we are current experiencing.
Legendary investor Ron Baron was interviewed at the 2017 Baron Investor Conference. As always Ron's insight is revealing and reinforces his long-term philosophy on investing. Enjoy this brief insight into his thinking and approach to investing.
Q12018 year over year earnings growth rate for the S&P 500 is expected to be 17.3% according to this analysis by FactSet.