On October 28, 2021, UMF investment advisor Jim Lumberg of SouthCol Advisors, LLC, presented the third quarter market review, “Price & Value.”

Read the Q3 2021 Investor Letter here.

Segment Time Segment Content
00:00​ – 00:07​​ Introduction
00:07​ – 03:24 Stock Markets Year to Date 2021
03:24​ – 04:30 Domestic vs. International Equities
04:30​ – 05:28 S&P 500 Sector Performance
05:28 – 06:43 Bonds: 10-year Treasury Yield
06:43 – 07:20 “Price is what you pay; value is what you get.”
07:20 – 09:32 Equity Valuations and Relative Performance
09:32 – 10:49 S&P 500 Price to Earnings Ratio
10:49 – 11:57 Corporate Earnings Growth
11:57 – 12:27 S&P 500 Index: Trailing 180 Days
12:27 – 15:55 UMFNIC Model Allocations
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