S&P 500 Valuations – Overvalued Until It Is Not
Tim Nyland
October 8, 2025
This paper examines the implied valuation of the S&P 500 versus historical normalized measures of central tendency.
Market Strategy
What Government Shutdowns Mean for Markets and Your Portfolio
Brandon Healy CFP®, CPWA, CIMA | Director of Wealth Management
October 1, 2025
Lawmakers are once again struggling to pass a federal budget, raising the prospect of a government shutdown. While such events can disrupt government operations and workers, history shows they’ve had minimal lasting impact on financial markets. Market stability tends to persist because shutdowns are temporary and don’t alter underlying economic fundamentals. For long-term investors, maintaining focus on strategy rather than reacting to political drama remains the best course of action.
Understanding valuation metrics, like price-to-earnings ratios, helps investors gauge what they’re paying for company earnings.
Pacific Point Advisors, LLC
September 24, 2025
Historical Stock Market Valuations The S&P 500’s forward P/E is 22.4x (vs. 15.9x long-term average), above normal but below the tech bubble peak of 24.5x.
The Great Wealth Transfer: Key points to consider.
Pacific Point Advisors, LLC
September 17, 2025
What is The Great Wealth Transfer? The Great Wealth Transfer refers to the expected shift of $84 trillion from the Silent Generation and Baby Boomers
What Bond Markets Are Telling Investors About Fed Rate Cuts
Brandon Healy CFP®, CPWA, CIMA | Director of Wealth Management
September 9, 2025
Lawmakers are once again struggling to pass a federal budget, raising the prospect of a government shutdown. While such events can disrupt government operations and workers, history shows they’ve had minimal lasting impact on financial markets. Market stability tends to persist because shutdowns are temporary and don’t alter underlying economic fundamentals. For long-term investors, maintaining focus on strategy rather than reacting to political drama remains the best course of action.
Understanding the Fed’s Rate Cut Cycles
Pacific Point Advisors, LLC
August 27, 2025
Understanding the Fed’s actions is essential for financial planning, as interest rates influence mortgages, bonds, and economic growth.
How the “One Big Beautiful Bill” will affect both your personal finances and your business.
Pacific Point Advisors, LLC
August 20, 2025
The government just passed the “One Big Beautiful Bill”, and it’s packed with changes that will affect both your personal finances and your business. We’ve distilled the key takeaways into clear, actionable insights so you can stay ahead.
How is the Magnificent 7 impacting markets?
Pacific Point Advisors, LLC
August 13, 2025
The Magnificent 7 stocks have returned 285% since 2020, far outpacing the S&P 500’s 91% gain and now make up about 35% of the index.
What does a weaker job market mean for the Fed?
Pacific Point Advisors, LLC
August 8, 2025
The July jobs report showed weaker-than-expected growth, with only 73,000 new jobs added—well below the 104,000 forecast. May and June figures were also revised down sharply, bringing the 3-month average to just 35,000, far below historical norms.
What impacts are tariffs having on corporate profits?
Pacific Point Advisors, LLC
July 29, 2025
With tariffs now at their highest level since 1911—average consumer rates reaching 20.2% (Yale Budget Lab)—many companies are absorbing costs rather than passing them to consumers, as stable spending data suggests.