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Is The Market Too High Like Everyone Says?

The ValueAligned Model portfolio (VAP) was up +22.8% in 2021, while the S&P 500 Index was up +28.1%, including dividends reinvested into the index. In the first three weeks of this year the VAP is down -7.6% while the S&P 500 is down -7.7%. On January 11, we...

Irrational Exuberance Speech 25 Years Ago

The stock market is up 6x since the "Irrational Exuberance Speech." The ValueAligned Model portfolio (VAP) is up +23.0% as of Wednesday, December 29, 2021, while the S&P 500 Index is up +29.4%. That includes all dividends reinvested into the index and the VAP We...

Key Financial Deadlines For 1Q 2022

Do you know what days the market closes for 2022? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to track. But I like...

Inflation’s Back—And That’s Why We Own Stocks

At the close on Friday, the NASDAQ Composite Index was down -6.1% and the S&P 500 was down -3.5%, from their recent record highs. The 10-year Treasury yield, which was 1.67% as recently as the week of Thanksgiving, was yielding 1.35% at the close on Friday. Oil...

How Would A 20% Market Decline Affect You?

Investment Advisors Make An Appointment   Happy Thanksgiving Happy Thanksgiving to you and your family. We all have much to be thankful for. Twenty-one months after COVID-19 led to lockdowns across the United States, vaccines are now widely available. Additionally,...

The ‘Seemingly’ Unstoppable Bull Market

The ValueAligned Model Portfolio ("VAP") is up +15.8% for 2021 as of Wednesday, September 8th. The S&P 500 Index is up +21.4%. Please see the disclosures at the end of this letter or on our website www.valuealigned.com.   We lowered our exposure to stocks in...

Investment Management

“The investor’s chief problem—even his worst enemy—is likely to be himself.” - Benjamin Graham, father of investment management, Benjamin Graham would have shaken his head in shame were he alive today. Known as the “Founding Father of Security Analysis” and Warren...