Posts Tagged ‘Ronald J. Sloy’

As part of our process, we perform a rigorous discounted cash-flow methodology that dives into the true intrinsic worth of companies. In Apple’s (AAPL) case, we think the firm is significantly undervalued. This article is the only one that showcases the value of Apple through a robust three-stage discounted cash flow model. We think the […]

A fully operational 401(k) Plan has numerous parties involved. In fact, there could be upwards of six or more third party service providers working on a plan at any given time. From the custodians, or “banks”, to the record keepers, administrators, investment advisors, auditors and actuaries, there is a lot of work to be done. […]

In these tough times one thing we know for sure is that the equities markets have beaten down severely. We also know that the majority of investors’ accounts are now over-weighted in fixed income. What I mean by that is anyone holding any portion of their accounts in equities, even a small portion, have lost […]

History would give a big confident “yes” to this question, as market moves in the month of January have nearly always forecasted what’s to be expected through the year. In fact, according to the Stock Trader’s Almanac, an up market in the month of January has led to an overall positive year 90% of the […]

This was the title of a quick little article posted in the Oregonian yesterday. It speaks volumes to how we work with our clients and what’s really important right now. It emphasizes the lost opportunity for those who pulled out of their investments during a bear market, for one reason or another, and waited too […]

Sloy, Dahl & Holst, Inc. hires Michael Tudor as VP of Marketing. Michael joins the already experienced staff led by Ronald J. Sloy and James C. Holst.

Ronald J.Sloy’s weekly financial & wealth management tips – Certified Financial Planner (CFP) for Sloy, Dahl & Holst, Inc.