Horan - Health. Wealth. Life

Active Share And Equal Weighted Investment Strategies

Posted by David Templeton on Sunday, June 15, 2014 in Wealth Management | Comments (0)
S&P Dow Jones Indices recently released an interesting white paper, Equal-Weight Benchmarking: Raising the Monkey Bars, that provides detail on why equal weighted benchmarks have mostly outperformed the cap weighted S&P 500 Index historically. Importantly, S&P notes,"While cap-weighted indices measure many things, there is (at least) one important thing that they do not measure. The return of a cap-weighted index represents the performance of the average invested dollar, not the performance of t...  Read more...

Crisis Impact On Markets

Posted by David Templeton on Saturday, June 14, 2014 in Wealth Management | Comments (0)
The resurgent conflict between the Sunnis and the Shiites in Iraq has raised the issue of its potential impact on investment markets. Additionally, this weekend it is being reported that the U.S. is moving an aircraft carrier into the Gulf. Of course, this would enable the U.S. to launch airstrikes within Iraqi territory.Investors will need to keep in perspective the impact these crisis events historically have on equity markets. At the time the issues in Syria arose, S&P Capital IQ prepared a r...  Read more...

Week Ahead Magazine: June 8, 2014

Posted by David Templeton on Sunday, June 08, 2014 in Wealth Management | Comments (0)
With the 2.7% increase in the small cap Russell 2000 Index last week, most broader U.S. market indices are now showing positive returns for 2014: S&P 500 Index: +5.5%Dow Jones Industrial Average: +2.1%Russell 2000 Index: +.1%Wilshire 5000 Index: +4.9%Nasdaq Composite: +3.5%Many of last week's economic reports were positive and the market seems to be satisfied with a 200,000 handle on the non farm payroll reports.The ECB came through on the monetary stimulus front which included a negative rate o...  Read more...

Are Investors Really Holding A Lot Of Cash?

Posted by David Templeton on Sunday, June 08, 2014 in Wealth Management | Comments (0)
An article making the rounds on the internet this weekend is one that appeared in the New York Times on Friday, Fear of Equities Drives More Investors to Cash. The article cites a State Street (STT) study titled, Stashing Cash Under the Mattress. An important footnote in the study notes the asset allocation question is referring to what an investor is doing with their monthly 'saving/investing' budget. From the study, survey participants indicated they were placing 44% of their monthly funds int...  Read more...

Dividend Payers' Return Remains Strong Through May

Posted by David Templeton on Thursday, June 05, 2014 in Wealth Management | Comments (0)
We noted in an early March post that dividend payers in the S&P 500 Index were under performing the non payers by over 600 basis points during the first two months of 2014. Near that same time the market was beginning a transition out of momentum and growth stocks into value oriented equities. As fate would have it, many dividend payers screen as value type stocks. As a result, since the end of February, the dividend payers have significantly outperformed their non dividend paying counterparts i...  Read more...
Much has been made of the decline in interest rates since the start of 2014. Many investors expected interest rates would continue to rise as a result of the Fed's "taper" announcement in May of last year. The market action subsequent to the taper announcement certainly saw the yield on the 10-year Treasury rise, ultimately reaching over 3% at year end 2013. So far in 2014 though, the yield on the 10-year Treasury has managed to decline to just under 2.5%.From The Blog of HORAN Capital AdvisorsI...  Read more...

Week Ahead Magazine: June 1, 2014

Posted by David Templeton on Sunday, June 01, 2014 in Wealth Management | Comments (0)
So much for sell in May so far. The S&P 500 Index was up 2.35% in May and is up 4.97% for the first five months of this year. The one major S&P Index that is down on the year is the S&P Small Cap 600 Index which is down 1.43%. The best performing sector YTD through May is the utility sector which is up 13.57%; however, this sector was down 1.05% in May.A number of economic variables were released last week and one article link in the magazine provides commentary on them. Of some significance was...  Read more...
Terry Horan, CLU, ChFC is CEO of HORAN Associates, HORAN Capital Advisors' business partner. Terry often states the two greatest challenges facing Americans today are:access to quality, affordable health care; andsecuring professional counsel to build and sustain wealth for a lifetimeAfter seeing a report from JP Morgan Asset Management, I wonder if one of the greatest challenges of all for families is being able to finance their children's education. Below are several slides pulled from the 46-...  Read more...

Why The Equity Market Is Not Correcting

Posted by David Templeton on Wednesday, May 28, 2014 in Wealth Management | Comments (0)
Below is a post originally written by Ali Meshkati of Zenolytics. Ali has provided us with permission to republish the post he recently wrote for his readers. As much as sentiment can be a confounding concept, the below commentary seems to sum up the state of the current market.SPRINTING SCARED by Ali Meshkati of ZenolyticsAs the persistence of the current bounce becomes apparent, the trembling, crooked fingers of the average asset manager have become increasingly disfigured rendering them unabl...  Read more...

Market Crash Averted?

Posted by David Templeton on Tuesday, May 27, 2014 in Wealth Management | Comments (0)
Being somewhat of a contrarian I use the above headline with trepidation as I look back at the number of articles published in February and March of this year that equated the 2012 - 2014 market with that of the crash of 1928 - 1929. We wrote an article in mid February, 1929 Crash: Charts That Mislead Investors, that pointed out the difference between 1928 - 1929 to 2012 - 2014. Fast forward to today and the so-called "scary chart" looks like a crash has been averted. The below chart is courtes...  Read more...
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