Being a Good Loser: Unlocking the Power of Tax-Loss Harvesting

Published on September 4, 2025

Join us for an insightful webcast designed to help you master strategic tax-loss harvesting.

       
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Stifel Adds Ex-Merrill Exec and $1B of His Firm's Assets

September 4, 2025
Stifel's CEO called Launny Steffens, who will lead asset management, “a legend in our industry.

Market Valuation: Is the Market Still Overvalued?

September 4, 2025
Here is a summary of the four market valuation indicators we update on a monthly basis.The Crestmont Research P/E ratioThe cyclical P/E ratio using the trailing 10-year earnings as the divisorThe Q ratio, which is the total price of the market divided by its replacement costThe relationship of the S&P composite price to a regression trendline