2026 Mid-Year Outlook: Taxable Fixed Income

Published on June 8, 2026

For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.

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Trimming Inflation

June 8, 2026
An increasing number of our neighbors are now retired. As they have made that transition, their sensitivity to the costs of living has increased, as has their skepticism over the way that inflation is measured. A common refrain: “I don’t care what the numbers say…things are REALLY expensive these days!”

Why a 15 P E Ratio Is Fair Value For Most Companies (Part 2)

June 8, 2026
Chuck argues that valuation should be based primarily on current earnings, which are known and measurable, rather than future earnings estimates, which are inherently uncertain. A P/E ratio of 15 equates to an earnings yield of approximately 6.67%, a return level that has historically aligned with the long-term returns investors have earned from stocks.