Value Investing: What Does this Mean and How does it Impact You? (Part 2 – Webinar!)

Spencer Kenley General Leave a Comment

In our previous blog post, we discussed what value investing is and why we have positioned our PFG Portfolios to take advantage of the value premium. For this week’s post, we hosted a webinar to discuss recent trends in the market (including the recent value premium) and what that means for our portfolios. In case you missed it, check out the recording here! PFG Investments Webinar (11/20/20).

Spencer KenleyValue Investing: What Does this Mean and How does it Impact You? (Part 2 – Webinar!)

Value Investing: What Does this Mean and How does it Impact You? (Part 1)

Spencer Kenley General, Investments Leave a Comment

In the world of investments, one way to classify stocks is to differentiate between what are known as “growth” and “value” stocks.  The difference is this: growth stocks are relatively more expensive than value stocks; in other words, a growth stock means that an investor must spend more upfront to own the same amount of company assets.Read More

Spencer KenleyValue Investing: What Does this Mean and How does it Impact You? (Part 1)

The Role of International Investments in Your Portfolio

Spencer Kenley Investments Leave a Comment

In recent years, the US stock market has significantly outperformed international markets; this performance is exaggerated by the fact that we live in America, so all the financial news is about the performance of the US Market—the Dow and the S&P. As of September 30, 2020, the S&P 500 had outperformed the global market1 over the preceding 5 years by 7.92% per year. This disparity has left many investors to re-evaluate the benefits of holding international investments in their portfolio. While international performance in recent years has lagged behind the US, it’s important to remember that recent performance is not an reliable predictor of future results.

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Spencer KenleyThe Role of International Investments in Your Portfolio

Has the Market Lost Touch with Reality?

Spencer Kenley Investments Leave a Comment

2020 has been a hard year for investors. News about the economy has been bleak, with headlines telling the story of high unemployment, falling GDP, and the onset of the first recession since the 2008 financial crisis. The stock market tumble earlier this year was swift and painful for many investors, but the recovery has been equally fast and surprising—by mid-August, the S&P 500 index had fully recovered and was once again reaching record highs. The same can be said of global stock markets. In the face of such troubling news, many people are left wondering, has the stock market lost touch with reality?Read More

Spencer KenleyHas the Market Lost Touch with Reality?

Elections and the Market

Spencer Kenley Investments Leave a Comment

In the face of the coming presidential election, many investors wonder how the outcome of the race for the White House will impact market returns. While it is easy to get caught up in the excitement and noise of the moment, history shows that the winner of a presidential election is not a reliable predictor of what will happen in the stock market. Election campaigns and biased news media will argue that “this time is different;” however, we believe that the sun will keep coming up and the economy will drive forward regardless of who is president.

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Spencer KenleyElections and the Market

Paycheck Protection Program Flexibility Act

Nate Williams COVID-19 Updates Leave a Comment

On June 5, 2020, President Trump signed into law the Paycheck Protection Program Flexibility Act of 2020. This new law significantly changes the rules of PPP forgiveness, allowing most borrowers to receive maximum forgiveness. As has been the norm, we expect more guidance and changes to come. We will continue to stay on top of any changes and keep you updated. In the meantime, here is a summary of the new bill and how it applies to dental/medical practice owners.

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Nate WilliamsPaycheck Protection Program Flexibility Act

PPP Update – House Passes New Bill

Nate Williams COVID-19 Updates, General Leave a Comment

On Thursday, May 28, the House of Representatives passed a new bill (417-1 in favor), which will drastically alter the rules and timeline surrounding PPP Loan Forgiveness. While the legislation has not been signed into law yet, we anticipate that a version of it will soon. There may still be changes to the new law before it passes through Senate, but as it stands now, here are some of the major changes:Read More

Nate WilliamsPPP Update – House Passes New Bill

PPP Forgiveness Webinar

Nate Williams COVID-19 Updates, General Leave a Comment

Nate will be hosting a webinar at 5:15 PM PDT on May 21, 2020. Register for the webinar here.

In this webinar, Nate will cover:

  • Principles of PPP Loan Forgiveness
  • Updates from the SBA and Treasury on forgiveness rules
  • Plan and timeline for helping PFG clients apply for forgiveness

Please be sure to register and come prepared with any questions you have!

Nate WilliamsPPP Forgiveness Webinar

PPP Loan Forgiveness: What We Know, and What is Still Unknown

Nate Williams COVID-19 Updates Leave a Comment

As a team, we have spent hundreds of hours researching, studying, and learning about the Paycheck Protection Program (PPP). Collectively, we know more than most when it comes to this loan and how it works. Nevertheless, at this point in time the SBA and Treasury have left several questions unanswered. Each day we scour our resources for new information and will continue to do so. In the meantime, here is a summary of everything we know about PPP forgiveness, as well as questions that are still unanswered.

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Nate WilliamsPPP Loan Forgiveness: What We Know, and What is Still Unknown