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 […]

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 […]

Why over 85% of Americans will Retire in Poverty… And How to Avoid a Miserable Retirement

Article By John Henek – Financial Planner Quantum Capital Investments Today we live in a world where we are 100% accountable for the lifestyle we lead and the impact on our financial condition 10 years from now. Your financial well-being is almost entirely based on your habits, and the outlook is very bleak. Back in […]

Do Not Panic!! January to Mid February Market Outlook

Do not panic! The stock market reached new highs and it may not be over but just the beginning. While important data slowly becomes available to Quantum Capital Investments (QCI), we diligently and methodically have been pouring over economic reports and various articles.  We look at a multitude of financial and currency markets both from […]

Taxes and Investments- How To Invest With Taxes in Mind

By John Henek The market is hopefully starting a year-end rally as the index charts look like they are in bullish set-ups.  Unfortunately the market is being held hostage to every whiff of “fiscal cliff” news coming out of Washington and things could reverse in a hurry if the wrong news hits.  This is a […]

In Service Withdrawals From Your 401k, Why They Might Make A Big Retirement Difference

By John Henek, VP Investments john@quantumcapitalinvestments.com What a difference a month makes.  Last month we were talking about the great rally in stocks.  This month the markets are taking a breather due to some poor earnings news and general fear regarding the slowdowns in Europe, and China. There is a seasonal tendency during the fall […]

Woops……They Better not Ask for Another Bailout!

Barrons Article By Michael Aneiro The disclosure late Thursday of a surprise $2 billion trading loss at JP Morgan (JPM) has sent the bank’s shares sharply lower Friday and has pushed stocks broadly lower as well. It’s not helping financial bonds, a onetime super-safe sector of the investment-grade world that has struggled to regain confidence […]

Stock Market Implodes….Hows Your Mutual Fund Doing?

While reading, hearing, and analyzing all the dismal economic reports, especially Spain’s eventual default on its debt, we sat here in the Quantum Capital trading room for a bit to ponder what’s going to happen here in the US. But you need not worry, just because the markets are selling off does not mean you […]