Betram Financial September 2022 Market Update


In this monthly installation of our Market Update, we discuss the rocky road that the market has taken year to date.

After slight rebounds at the end of the summer, we’re once again experiencing some of the market volatility that we’ve seen most of the year, and I think we’re going to continue to see that, but there’s some positivity that I think is worthy of discussion.

One is corporate earnings and valuation. Most corporate earnings are coming in strong for companies – the average was 6.3% for the companies this year, and that’s actually driven by sales, not inflated revenue, financial maneuvering like cost cutting or layoffs or anything like this, this is actual sales.

Listen in as we discuss some of the bargains that are in the market – opportunities that we think you should be aware of. There are many companies we’ve wanted to include in our portfolio but never have because we’ve thought they were somewhat overvalued. However, now we’re able to bring those into our portfolio because of adjusted earnings reports and valuations.

Check back in next week for our monthly Tax Talk video.

We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL


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