Portfolio Compass

Portfolio Compass | June 19, 2019

Portfolio Compass | June 19, 2019

We maintain our year-end 2019 fair value target for the S&P 500 Index of 3,000. Despite a slight reduction in our 2019 S&P 500 earnings forecast and heightened trade tensions...
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Portfolio Compass | June 19, 2019

We maintain our year-end 2019 fair value target for the S&P 500 Index of 3,000. Despite a slight reduction in our 2019 S&P 500 earnings forecast and heightened trade tensions...

Portfolio Compass | April 18, 2019

We maintain our slight preference for value due to attractive relative valuations after a sustained period of growth out performance.

Portfolio Compass | March 20, 2019

Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.

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Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

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We are located in Central Illinois in the town of Lincoln. We also have an office in Plano, Texas. We work with a national clientele and will be happy to serve you.

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Sure. We advise clients on investment management, retirement planning, and other financial matters to help manage what they have. Because, many people save and invest, but they aren’t really sure they’ll have enough assets to be comfortable and do what they want in retirement or later stages of life. We show them whether they are on target or not. We can help you, too.

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