How to Value The Stock Market & Properly Allocate Investment Capital

Future Earnings, A Key Driver of Index Prices Article by Joshua E. Betancourt, Portfolio Manager Professional investors understand that a major long term driver of stock index prices are the projected future earnings of the index. When earnings decline, as measured over the Trailing Twelve Months (TTM), the index adjusts to reflect current earnings. If […]

2015 3rd Quarter Economic Update, PLus Local Real-Estate Analysis

Greece Bad, USA Good Article By Joshua E. Betancourt – Portfolio Manager, Financial Planner Ahh, the Greece news just does not want to go away… like a house fly in a big house that’s hard to physically locate but the incessant buzzing can still be heard. It seems real business headlines are lacking these days […]

2015 2nd Half of the Year Economic Outlook

Article By Joshua E. Betancourt – Portfolio Manager, Financial Planner The economy continues to expand in the first half of 2015, albeit at a slower pace than the previous 3 years. From September 2014 thru March 2015 the Leading Economic Indicators have increased at a rate of 1.8% versus the prior six month period growth […]

240 Years to Double Your Retirement Assets?

  Article By Joshua E. Betancourt – Portfolio Manager/Financial Planner Benjamin Franklin discovered a great financial truth: The Rule of 72. The Rule of 72 states that you simply divide 72 by an interest rate and the result will be the number of years it will take for your money to double. If you apply […]

QCI 2014 Second Half Year Outlook

Article By Joshua E. Betancourt – Portfolio Manager With twitter, television and print media cranking out only what is wrong with the world it can be hard not to become obsessed with watching the stocks and bonds gyrations in your portfolio. It is also tempting to think you can outperform everyone else if you can […]

2014 Economic Forecast for 2nd & 3rd Quarter

The Health of the Real Economy Article By Joshua E. Betancourt – Portfolio Manager/Financial Planner Earnings and company guidance will be very important in the 2nd Quarter of 2014 as the economy makes the much-needed transition away from Fed stimulus to organic self-sustainable growth, or what we call the real economy’s growth. Rather than relying […]

Is Your Financial Advisor a Fiduciary? (And Why You Should Care)

John F. Henek Financial Planner Tel: 708-267-0627 Email:John@Quantumcapitalinvestments.com Some of you many have seen Martin Scorsese’s “The Wolf of Wall Street” over the holidays.  In the movie, Leonardo DiCaprio makes a fortune by charging his customers up to 50% commissions on buying and selling penny stocks.  While many think this behavior is a thing of […]

QCI 2014 Economic Outlook & 2013 4th Quarter Recap

Article By Joshua E. Betancourt – Portfolio Manager/Financial Planner 4th Quarter Results Stocks produced excellent returns in the 4th Quarter of 2013, bringing the S&P index to new record highs. The S&P 500 Index had its best year since 1997 and all 10 S&P 500 sectors recorded positive returns, with only the the defensive telecommunication […]

QCI 3rd Quarter Economic Update 2013

QCI 3rd Quarter Economic Update 2013 Article By Joshua E. Betancourt – Portfolio Manager/Financial Planner   The end of the 3rd quarter was very rewarding for QCI clients as our European recovery play provided substantial growth that exceeded expectaionts for the QCI portfolios. Other investments that continued to strengthen were consumer retail and healthcare. These […]

QCI 2nd Quarter Update & 2013 3rd Quarter Forecast

Article By Joshua E. Betancourt – Portfolio Manager/Financial Planner Quantum Capital Investments Portfolio & Market Recap In May, interest rates climbed aggressively and investment grade bonds and US Treasuries bonds were dealt a sound beating. Prior to the selloff, QCI (Quantum Capital Investments) felt that both Treasuries and Investment grade corporates did not offer the […]