Reports

  We originally published this Insight on Kovitz.com/Insights. Through Kovitz, we offer wealth management services and have collaborated with our clients on their investment decision-making process as they pursue their long-term financial goals. Our investment solutions are backed by our own … Read more about Insight: The CAPE Ratio

“Let me comment briefly on recent developments in the banking sector. Conditions in that sector have broadly improved since early March, and the U.S banking system is sound and resilient.” So proclaimed Jerome H. Powell on May 3 as he and his colleagues at the Federal Reserve decide to raise their … Read more about Special Report: Banking On Value – Revisited

Warren Buffett, the legendary investor and fan of value stocks, offered up the following advice in 1986 when the Dow Jones Industrial Average was south of 2000, “Occasional outbreaks of those two super-contagious diseases, fear and greed, will forever occur in the investment community. The timing of … Read more about Special Report: Banking on Value Stocks

We originally published this Insight on Kovitz.com/Insights. Through Kovitz, we offer wealth management services and have collaborated with our clients on their investment decision-making process as they pursue their long-term financial goals. Our investment solutions are backed by our own stringent … Read more about Insight: In the Thick of a Recession

Strange as it sounds, more than five decades of historical market data demonstrates that Value investors benefit handsomely from higher interest rates. Sure, it’s easy to argue that this time is different, but we should be careful not to discount evidence which supports the thinking that higher … Read more about Special Report: Consider Cheering Higher Rates

Our Where to Invest in 2023 Special Report is available in Adobe pdf format by clicking here. Elevated inflation and rising interest rates commanded much of the attention in 2022, with proclamations from Jerome H. Powell and his colleagues at the Federal Reserve often the catalyst for volatile … Read more about Special Report: Where to Invest in 2023

Our 12 Stock Picks for the Festive Season Special Report is available in Adobe pdf format by clicking here. EVERYONE TELLING YOU BE OF GOOD CHEER No, it’s not the parties for hosting or the marshmallows for toasting or caroling out in the snow. With apologies to Andy Williams, it’s the most … Read more about Special Report: 12 Stock Picks for the Festive Season

Our Small Companies, Big Potential - An Update Special Report is available in Adobe pdf format by clicking here. Four and a half decades ago in the first edition of our The Prudent Speculator newsletter, Al Frank (founder of Al Frank Asset Management, which was acquired by Kovitz in 2018), wrote, … Read more about TPS SPECIAL REPORT: Small Companies, Big Potential – An Update

Our Inflation 101B Special Report is available in Adobe pdf format by clicking here. Although the increase in the Consumer Price Index in July was not as high as in June, inflation is front and center in the minds of economists, market watchers and everyday folks. U.S. inflation was ramping up … Read more about TPS SPECIAL REPORT: Inflation 101B

Our 2022 Outlook Mid-Year Update Special Report is available in Adobe pdf format by clicking here. To say that 2022 has been a tough year in the financial markets would appear to be a major understatement. After all, the S&P 500 tumbled 8.4% in June, skidded 16.5% in Q2 and plunged 20.6% in … Read more about TPS SPECIAL REPORT: 2022 Outlook Mid-Year Update

Our 7 Stocks to Buy While Mr. Market is Depressed - TPS Special Report is available in Adobe pdf format by clicking here. “The only thing we have to fear is fear itself!” The well-known quote from Franklin Delano Roosevelt seems apt to describe the state of affairs in the equity markets these … Read more about TPS SPECIAL REPORT: 7 Stocks to Buy While Mr. Market is Depressed

Our Special Report, Stay The Course is available in Adobe pdf format by clicking clicking here. After gaining more than 120% between March 23, 2020 and January 3 of this year, the S&P 500 index, a benchmark of the 500 largest companies in the U.S., has fallen nearly 20% over the last four … Read more about TPS SPECIAL REPORT: Stay the Course

Our Special Report on Small Companies, Big Potential is available in Adobe pdf format by clicking here.  Four and a half decades ago in the first edition of our The Prudent Speculator newsletter, Al Frank (founder of Al Frank Asset Management, which was aquired by Kovitz in 2018), wrote, … Read more about TPS SPECIAL REPORT: Small Companies, Big Potential

Our Don't Forget About Value Special Report, a long-read on value stocks, is available in Adobe pdf format by clicking here. Value has always been top of mind for us. Despite the broad U.S. equity indexes posting negative returns in January, there was a renewed enthusiasm for stocks in the Value … Read more about TPS SPECIAL REPORT: Don’t Forget About Value

The link to, A Few of John Buckingham's Favorite Stocks for 2022 is available by Clicking here Think Advisor Interview In John's interview with Think Advisor, he discusses the stock market outlook plus his favorite stocks for 2022. There's More We frequently publish market-oriented content on … Read more about Think Advisor: A Few of John Buckingham’s Favorite Stocks for 2022

The Most Important Charts of 2022 Special Report is available in Adobe pdf format by clicking clicking here. “Read last year’s forecasts before you take next year’s too seriously,” advised Morgan Housel, a partner at The Collaborative Fund, to his Twitter followers. Sound advice, we think, even … Read more about TPS SPECIAL REPORT: 2022 Stock Market Chartbook

Our Where to Invest in 2022 TPS Special Report is available in Adobe pdf format by clicking  clicking here Far more COVID-19 cases, hospitalizations and deaths than anyone might have fathomed. Concerns about potential capital gains, corporate and personal income tax hikes. A couple of … Read more about TPS SPECIAL REPORT: Where to Invest in 2022

Our Morningstar 5-Star Supernovas Special Report, a review of Morningstar ratings, is available in Adobe pdf format by clicking here. Warren Buffett states, “In the business world, the rearview mirror is always clearer than the windshield.” And even though investors are constantly bombarded with … Read more about TPS SPECIAL REPORT: Morningstar Stars & Ratings