Larry Rothman

1 week ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE June 19, 2025 02:59 PM Tweet Share Share Email More Reprints Print The S&P 500 trades at a richer valuation compared with April, according to economist Robert Shiller’s cyclically adjusted price-to-earnings ratio. As of June 3, the CAPE ratio was 36.1 vs. 32.6 in April. It’s likely slightly higher currently since the S&P 500 increased 0.2% over the next two weeks.

1 week ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE June 16, 2025 01:01 PM Tweet Share Share Email More Reprints Print Most economists don’t expect the Federal Reserve to have enough clarity to determine the economic impact of the Trump administration’s policy changes until at least September, according to a Bloomberg survey conducted June 6 through June 11.

2 weeks ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE June 12, 2025 02:19 PM Tweet Share Share Email More Reprints Print Trading activity in Charles Schwab’s self-directed brokerage accounts, known as Personal Choice Retirement Accounts, continued increasing in the first quarter. There was an average of 15.9 trades per account in the period compared with 14.8 during the prior quarter.

2 weeks ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE June 11, 2025 02:28 PM Tweet Share Share Email More Reprints Print Most private equity limited partners, 63%, prefer that funds make conventional exits for portfolio companies, even if the general partner must sell below the current valuation.

3 weeks ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE June 05, 2025 01:21 PM Tweet Share Share Email More Reprints Print Roughly 22% and 18% of 401(k) and 403(b) plan participants, respectively, changed their contribution rate in the first quarter, according to Fidelity Investments’ "Building Financial Futures" report that analyzed its retirement savings accounts. Many of those who made a change increased their contribution rate.