Phil Voelker

Interest Rates - Where Do We Stand In The Big Picture

Interest Rates: Where Are We In The Big Picture?

Rates have been moving higher – for everything and everywhere. Where will they go from here? Not to be flippant, but it depends. From an empirical standpoint, the Fed is clearly “behind the curve” – meaning they have been late to the inflation fighting process. To be fair, there are some “transitory” contributors to inflation, …

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What The Forward P/E Ratio Can Tell Us About Stock Market Risk Today

What The Forward P/E Ratio Can Tell Us About Stock Market Risk Today

The Price to Earnings (P/E) ratio is a great tool to contextualize overarching trends in the stock market—including current strength, expected strength (or weakness), and vulnerability to shock. The P/E ratio is found in many forms.  Trailing, Forward, Cyclically Adjusted, Discounted, Operating, Actual. They all move over time and the value of each requires an …

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What Netflix Taught Investors About Quality

What Netflix Taught Investors About Quality

Not all FAANGM stocks are created equal—a truth made apparent by Netflix’s recent stock price plunge following its earnings report. We all know the “FANG” stocks. They dominate the Nasdaq 100 index and are sometimes isolated into an index of their own. And known for high growth and as stay-at-home beneficiaries, the stock prices have …

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Market Extract: Taper Talk, Cash Balance, and Growth vs. Value

What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you.  The Fed has spoken. On June 16th, the Chairman alluded to talks …

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Market Extract: 10 Year Treasury Yields, CPI, and Historical Inflation

What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you.  The stock market was mixed last week. The S&P 500 index gained …

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Market Extract: Jobs Miss, Fed Tapering, Small Cap Equity Trends

What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you.  Equity markets posted small gains last week as Friday’s market recovered earlier …

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Market Extract: Equity Gains, Inflation, Sensationalized GDP

What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you.  Last week saw equity market gains (S&P 500 +1.16%) with firm bond …

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The GameStop Canary – What Advisors Can Take Away from the GME Short Squeeze

Just when you thought things were settling down from 2020, another volatility event snaps us back to reality – the market is truly unpredictable. 2021 has kicked off with a bang, most recently with the GameStop short squeeze that the media reports has pitted Wall Street Hedge Fund managers against a contingent of retail investors …

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Why Dividend Portfolios are Lagging in 2020

There’s nothing worse than explaining underperformance to clients.  For better or for worse, investors tend to look at the S&P 500 as a universal benchmark for their portfolio performance, regardless of risk profile. And being anchored on the S&P 500 can create problems in perception, beyond the typical risk and reward conversation that’s all too …

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