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Social Security Trustees' Report

 July 8 2016     Anna Pfaehler
The 2016 annual report from Social Security’s Board of Trustees was recently released. A few highlights:  In 2015, 60 million people received checks and $886 billion was paid out for both retirement and disability benefits.   Social Security receipts, including interest income, exceeded expenditures by $23 billion in 2015. The projected 2016 surplus is $16 billion. ...

An In Depth Look At The Extended Valuation Of Defensive And Income Yielding Equity Sectors

 July 3 2016     David Templeton
Early last week I highlighted the extended valuation of the utility sector in part due to investor demand for income yielding stocks. Not only are the income sectors attracting investor dollars, defensive sectors like consumer staples are as well. A result of this investor demand for defensive and income producing equities is these sectors have produced market beating returns so far in 2016. As th...

The Pursuit Of Yield Continues To Benefit Return For 2016 Dogs Of The Dow

 July 2 2016     David Templeton
Investors' continued pursuit of income in this low bond interest rate environment has led them to higher yielding stocks. Partial evidence of this can be found in the total return of the Dogs of the Dow basket of stocks this year. As noted in earlier posts, 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 Jone...

Income Yielding Equity Sector Valuations Near Historical Highs

 June 27 2016     David Templeton
Towards the end of 2015 and far ahead of the BREXIT induced market downturn, investors began to seek the apparent safety of income yielding equities. The initial motivation for this seems to have been investors seeking yield outside of fixed income where yield seems hard to find in this low interest rate environment. The consequence of this pursuit of yield is the valuation of some of the defensiv...

Stock Buybacks Up Double Digits In First Quarter

 June 26 2016     David Templeton
S&P Dow Jones Indices reports first quarter stock buybacks for the S&P 500 Index were higher by 12% on a year over year basis. On a quarter over quarter basis buybacks were higher by 10.6%. The increase in buyback activity was supported by a quarter over quarter 15.8% increase in as reported earnings. Disappointingly though was the fact QOQ dividend payments declined 3.1%. Additionally, the combin...

BREXIT Inspired Equity Pullback: The World Is Not Coming To An End

 June 25 2016     David Templeton
Much is being written regarding the impact of the United Kingdom's exit from the European Union and all the conclusions lead to uncertainty. It is the uncertainty equity markets do not handle well, thus, the sell off on Friday. One conclusion I believe is certain is the world will not come to an end and business will continue to be conducted between EU and non-EU countries. This is a wakeup call f...

Navigating Required Minimum Distributions (RMDs) with Multiple Accounts

 June 22 2016     Anna Pfaehler
Over a long career, you may rack up several different retirement accounts from various employers. You might have a handful of IRAs, 401(k)s, 403(b)s, etc. Each of these accounts will have Required Minimum Distributions (RMDs) when you turn 70 ½. The more accounts you have, the trickier keeping track of these RMDs can be. One of the main benefits of traditional (i.e. non-Roth) retirement ...

Simply A Technical Review Of The S&P 500 Index

 June 11 2016     David Templeton
Quite a bit of discussion circulated after the market closed on Friday surrounding the S&P 500 Index and the resulting weekly chart candle that formed for the week. As the below candle stick chart clearly shows, a shooting star formed out of the weekly market action. One factor making this formation of interest to technical market traders is it occurrence subsequent to a strong market uptrend and ...

The Consumer Is In Good Financial Shape

 June 4 2016     David Templeton
With the weak nonfarm payroll report on Friday, heightened concern arose about the pace of economic growth or lack thereof. Pundits and market indicators believe a Fed rate increase in June is off the table. A weak payroll report is an indicator of a weakening economy and certainly the trend in nonfarm payrolls has been a declining one. This declining trend has been in place over several months, +...

Is It Right To Be Bullish Near A Record Market High?

 June 2 2016     David Templeton
One outcome that comes from writing periodic content on our blog is we are held accountable for our various points of view whether they are right or wrong. No investor is going to be correct 100% of the time; however, being right more often than wrong enhances ones chance of better returns over the long run. So, as the S&P 500 Index is only 1.2% below its all time record closing high, being bullis...
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