News & Resources

NEWSLETTER

Comprehensive Financial Planning, Inc. produces a quarterly newsletter to provide established and prospective clients with current financial news and information. Content is succinct and relevant, and worth your time to review. Stay current by signing up for the FREE newsletter—your email won’t be bombarded, just a helpful update every three months.

Newsletter Signup

U.S. Stock Market Valuations

So where do stock market valuations stand after last year’s losses? We have shown many stock market valuation charts over the years. We showed the one below in April of 2015 when it showed the U.S. market was 79% above the mean valuation. It shows the average of four measures of U.S. stock market valuations from four sources compiled by Advisor Perspectives. The average of the four valuations along with the standard deviations above and below the mean are shown. The latest average value of 93% is down from last month's 107%. So valuations are a little better but still very high.

In light of this we will continue to emphasize downside protection, diversification and invest around the world where there are better values that here in the U.S. stock market.

chart


RESOURCES

Don’t trust your search for information to a Google™ robot! The following references and informative links have been previewed and selected personally by Comprehensive Financial Planning, Inc.

Consumer/General Finance

NAPFA Personal Finance Blog Information from other fee-only advisors

Kiplinger.com Great personal finance magazine

ConsumerFed.org Consumer Federation of America

Consumer.gov  Lots of info on ID theft, do not call registry, etc.

Experian.com Obtain your credit report

ConsumerReports.org Consumer Reports magazine

HSAColorado  Health Savings Account providers in Colorado

BankRate.com Rates for CDs, loans, etc.

ICFE.info  Lots of info for parents and children, credit repair
 

Education

SavingForCollege.com 529 college savings plans

 

EFC Plus Our partner for college planning services

CollegeBoard.com SAT sponsors information

FinAid.com Financial aid for college with calculator to determine aid qualifications

FastWeb.Monster.com Free scholarship database

StudentAid.Ed.gov  Apply here for federal aid (don't have to be poor)
 

Investing

Morningstar.com Info on funds and stocks

Finance.Yahoo.com Lots of data on historical prices

NAREIT.com National Association of Real Estate Trusts

PublicDebt.Treas.gov Buy U. S. savings bonds

 

Government & Regulatory

CFP.net Certified Financial Planner Board

NAFPA.org National Association of Personal Financial Planners

Dora.State.CO.us Colorado State Division of Securities- Check my registration

SEC.gov Securities and Exchange Commission

IRS.gov Internal Revenue Service

SSA.gov Social Security Administration

TaxColorado.com Colorado tax authority
 

Seniors

Livingto100.com Best life expectancy calculator-try it out

AARP.org American Association of Retired Persons – Anyone over 50 can join

Medicare.gov Find out about benefits and your eligibility

Money Saving tips for Seniors All kids of information on saving money.

BenefitsCheckup.org Information on government programs to help seniors

COBar.org Colorado Bar Association: Info on estate planning, probate costs in Colorado

AgingLifecare.org Find a caregiver at the National Association of Geriatric Care Managers
 

Recommended Businesses

CaseyLynchCPA.com Casey Lynch, CPA for individuals, business owners and non-profits

ryan-insurance.net John Ryan offers Life, disability and Long-term Care Insurance.


Newsletter Archives

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

2009

2008

2007

Financial Planning Newsletter