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The Chart Room

Apple’s Quarterly Sales Fall for the First Time in 13 Years

Apple is making headlines again, but this time for declining sales. Writing for the L.A. Times, Paresh Dave explores why Apple is now facing a challenging sales environment and predictions for the future.

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Understanding the Stock Market: All About the Price-Earnings Ratio

The Price-Earnings (P/E) Ratio is a tool often used by investors when considering potential investments. Sheyna Steiner of Bankrate.com looks at the intricacies of this ratio and explains why it can be a useful resource.

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Today’s Stock Market: Living in a World of Low Expectations

Shawn Tully of Fortune.com explores what investors can expect for investment returns in the current economic climate. Is there a “new normal?” Tully introduces theories presented by Bernanke, Shiller and Siegel as he investigates this topic.

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Keynes’s Way to Wealth

The influential John Maynard Keyes helped shape the principles of investors such as Warren Buffet, John Bogle and Benjamin Graham. A new book explores Keynes’s approach to money management, which includes the mantra “Don’t be fooled by “trends” in the market. Buy when everyone is selling. Hold on until you need to sell.”

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CAPE Fear: Valuation Ratios and Market Timing

Weston Wellington of DFA has put together a great summary of the CAPE (Cyclically Adjusted Price-to-Earnings) ratio, one of the more popular methods of valuing the market. He warns that it is not necessarily a great device for market timing.

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Fine-Tuning Schiller’s Cape

In this video, the Financial Times (FT.com), takes a closer look at Nobel laureate Robert Schiller’s cyclically adjusted price earnings ratio (CAPE) analysis and discusses how it can be modified to take tax changes into consideration.
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A Prudent Plan for Retirement Withdrawals

In this Morningstar video, financial planner, Michael Kitces, offers some guidance on how to be prudent and flexible with your retirement spending. His advice, create a withdrawal policy statement to help you stay on target.
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