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  3. June 2020

June 2020

Relative Performance Apex

Submitted by S. R. Schill & Associates on June 15th, 2020

An interesting study from Morningstar shows that the relative outperformance of large “growth” stocks versus large “value” stocks may have reached an important apex in May of this year. The analysis goes back to 1937 and shows that the two other times in which this relative performance reached such an extreme were November of 1939 and February of 2000.

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Valuation Anomaly

Submitted by S. R. Schill & Associates on June 3rd, 2020

 

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Forward-looking assumptions

Submitted by S. R. Schill & Associates on June 2nd, 2020

Much of what we do as financial planners involves forward-looking assumptions around things such as inflation, the economy, and financial market returns. One might question how, as planners, we can have any real confidence in making forward projections in the face of high uncertainty, particularly the current environment.

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