facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

RESOURCES

Welcome to the Resource Blog! 


Here you will be able to find communications from the RIM team as well as helpful resources and articles.

2020 4Q Market and Economic Outlook Thumbnail

2020 4Q Market and Economic Outlook

While political and economic trends matter, they are always changing. The price paid for an investment today discounts all earnings from that investment into perpetuity. Price paid is the most important factor for determining investment return. Last quarter, I shared a chart from Advisor Perspectives showing the S&P 500 at very high levels according to four long-term valuation methods. This chart bears repeating as the fourth quarter saw a significant expansion of valuations. What I find striking is that the rapid bear market last March still left stocks at among the richest valuations over the last twelve decades. The spike up off that (not) low level over the last several months has few historical corollaries.

Read More
RIM 3Q Update and Outlook Thumbnail

RIM 3Q Update and Outlook

After the fastest bear market (stocks falling at least 20%) and a quick reversal from a humming economy to a steep recession in the first quarter, the economy has been rebounding nicely and the stock market has been on a tear.

Read More