We all have concerns about inflation. In our latest Special Report, we discuss two primary gauges of inflation and show that broadly diversified portfolios of stocks have proven to be good inflation hedges (historically at least), while we offer 10 Pure Value stocks to consider. … Read more about Inflation 101B

While 2022 thus far has been difficult for the equity markets, to say the least, we think plenty of opportunity has been created for those with a multi-year time horizon. In our latest special report, we update seven themes and specific stocks which we think those who share our long-term view should … Read more about 2022 Outlook Mid-Year Update

It is not as if there is little to worry about these days as the S&P 500 pierced Bear Market territory (down 20% from the highs) in mid-June before rebounding somewhat, while traders have been fretting about the War in Ukraine, higher inflation readings and the increased risk of recession, not … Read more about 7 Stocks to Buy While Mr. Market is Depressed

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 months. In addition to the War in Ukraine, a sharp uptick in inflation, which has been climbing … Read more about Stay The Course

Oil titan John D. Rockefeller once quipped, “Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” Decades later, we continue to find significant appeal in dividend stocks as low interest rates for developed markets around the globe plague income-oriented investors, … Read more about 5 Dividend Aristocrats to Consider Today

There was a renewed enthusiasm for stocks in the Value camp in January, but we think that Value should always be front and center. Nearly a century of data, academic research and our own quantitative research support our affinity for bargain-priced securities.   … Read more about Don’t Forget About Value

In John's recent interview with Think Advisor, he discusses the stock market outlook plus his favorite stocks for 2022. … Read more about A Few of John Buckingham’s Favorite Stocks for 2022

In this TPS Special Report, we offer 11 of the most important charts for 2022, covering top-of-mind themes such as market pullbacks, inflation, expensive valuations, volatility and rising rates. … Read more about The Most Important Charts for 2022

In our latest special report, we detail seven themes and specific stocks which we think those who share our long-term view should be considering as we head into 2022. True, there is a litany of what we believe to be inexpensive names, but one must still construct a diversified portfolio of these … Read more about 2022 Market Outlook

There always seem to be frightening headlines with which equity investors must contend, the Omicron variant the latest, yet the asset class historically has generated excellent long-term returns for those that remember that the secret to success in stocks is not to get scared out of them. Easier … Read more about Inflation and Rising Rates

In Value Manager Names His Faves: 6 Themes, 24 Companies, John discusses our value-based investment philosophy, while also offering favored areas of the equity market in which to invest and specific stocks that he and the team find particularly attractive. … Read more about Value Manager Names His Faves: 6 Themes, 24 Companies

With the calendar about to roll past Halloween, we look forward to the start of the seasonally favorable six-month time span. While we have long thought that the only problem with market timing is getting the timing right, and we are always focused on the long-term prospects of our stocks, we do not … Read more about The Most Wonderful Time of the Year

Warren Buffett states, “In the business world, the rearview mirror is always clearer than the windshield.” And even though investors are constantly bombarded with the standard compliance warning that past performance is no guarantee of future performance, it should come as no surprise that many … Read more about Morningstar Stars: 5 Star Supernovas

We think the tax rate analysis is eye-opening and, as is often the case, we believe it supports an emphasis on Value stocks in one’s asset allocation mix. We like the perspective offered by Vannevar Bush, “Fear cannot be banished, but it can be calm and without panic; it can be mitigated by reason … Read more about Death & Taxes, but Not Death from Taxes

In this report, we offer perspective on epidemics and the equity market turbulence associated therewith as we have long believed that the secret to success in stocks is not to get scared out of them, while we are always focused on the long-term, multi-year prospects of the businesses in which we are … Read more about Epidemics: COVID-19 Not the First, Nor the Last