Dividend Payers Trouncing Non-Payers Through April

 May 2 2016     David Templeton
If one facet of the market that has become clear this year is that companies paying a dividend are being rewarded. The below table shows data reported by S&P Dow Jones Indices on the average performance of dividend payers in the S&P 500 Index versus their non-paying counterparts. Year to date through April the payers average return return equals 6.51% versus the non-payers return of .89%. The spre...

Dogs Of The Dow Outpacing Broader Market

 May 1 2016     David Templeton
This year's performance of the Dogs of the Dow is indicative of investor interest in dividend paying stocks. The Dogs of the Dow strategy is one where investors select the ten stocks that have the highest dividend yield from the stocks in the Dow Jones Industrial Index (DJIA) after the close of business on the last trading day of the year. Once the ten stocks are determined, an investor invests an...

Sell In May, But It Is A Presidential Election Year

 April 30 2016     David Templeton
With May just around the corner, articles covering the "Sell in May' phenomenon are not in short supply and this article will add to the list. Sometimes the strategy is referred to as the Halloween indicator as investors are expected to get back into the market after Halloween. On the surface, it seems pretty clear that a Sell in May strategy is one that bears fruit for investors. In an article fr...

Last Call for File and Suspend

 April 22 2016     Anna Pfaehler
Late last year we wrote about the end of two Social Security claiming strategies: (1) file and suspend and (2) restricted application. As a reminder, the April 29 deadline for file and suspend is fast approaching. File and suspend allows a person to open their file with the Social Security Administration and voluntarily suspend payment of benefits. Doing so has three major benefits: ·&n...

Spring 2016 Investor Letter: A Volatile Quarter

 April 19 2016     David Templeton
In our Spring 2016 Investor Letter published last week, we highlight aspects surrounding the volatile first quarter. Importantly, we discuss the year ahead and the silver lining of a slow economic expansion. There are newsworthy events on the horizon: the U.K.'s potential withdraw from the European Union (Brexit), timing of future Fed rate hikes and the U.S. presidential election. We discuss these...

Financially Preparing for a New Baby

 April 15 2016     Anna Pfaehler
If you’ve seen me in person lately, you know the Pfaehler household is growing this year. We are expecting our second child in September. Many of my friends, relatives, and coworkers have expanding families, too. In between painting the nursery and picking a name, here are a few items to add to your already long to-do list to prepare financially for a new baby: 1.    &n...

Investor Sentiment Remains Skeptical And This Could Be Good For Stocks

 April 15 2016     David Templeton
For the week ending April 8, both the S&P 500 Index and the Dow Jones Industrial Average declined 1.2%. As this week nears a close, the S&P 500 Index is attempting to recover that loss and is currently up about 1.5% for the week. Given the strength of the market advance from the February 11th low, up 13.9% at the time of this writing, surprisingly, individual investor sentiment remains cautious....

Investor Sentiment Remains Skeptical And This Could Be Good For Stocks

 April 15 2016     David Templeton
For the week ending April 8, both the S&P 500 Index and the Dow Jones Industrial Average declined 1.2%. As this week nears a close, the S&P 500 Index is attempting to recover that loss and is currently up about 1.5% for the week. Given the strength of the market advance from the February 11th low, up 13.9% at the time of this writing, surprisingly, individual investor sentiment remains cautious....

Oil & Plenty

 April 13 2016     David Templeton
I once raced a Thistle sailboat we named Good & Plenty, after the pink and white licorice candy treat. I digress but that Thistle was one fast boat when the winds were good. With all the focus on oil, and after the morning release of the EIA Petroleum Status report today, it is evident the world is awash in Oil & Plenty of it. The current price of WTI Crude has recovered to a level last seen in No...

Small Caps Beginning To Look More Attractive

 April 11 2016     David Templeton
One aspect of the market over the past two plus years has been the outperformance of large cap stocks relative to their small cap counterparts. The below table compares the performance of the iShares Russell 2000 Small Cap Index (IWM) to the S&P 500 Index, both on a calendar year and annualized basis. The magnitude of the weakness in the Russell 2000 Index performance shows small caps are underper...
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