It’s Worth the Trip!
Category: Investing » Asset Allocation
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
Changing with My Aging
Category: Investing » Asset Allocation
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
Chart of the Month – June 2025
Category: Investing » Asset Allocation
Asset Class Returns – Can We Just Pick the Winners?
Do You Have an All-Weather Portfolio?
Category: Investing » Asset Allocation
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
What to Do When the Market Is in a Bad Mood
When the going is good, we’re not all that concerned with asking or answering the question. It is when the going gets tough, like right now, that we find ourselves more interested in asking. So, “What should we do?”
Can Your Lifeboat Stay Afloat
Category: Investing » Asset Allocation
Women Live Longer- What That Means for Income Planning
Category: Investing » Asset Allocation
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing » Asset Allocation
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
It’s Worth the Trip!
Category: Investing » Asset Allocation
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
Changing with My Aging
Category: Investing » Asset Allocation
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
Chart of the Month – June 2025
Category: Investing » Asset Allocation
Asset Class Returns – Can We Just Pick the Winners?
Do You Have an All-Weather Portfolio?
Category: Investing » Asset Allocation
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
What to Do When the Market Is in a Bad Mood
When the going is good, we’re not all that concerned with asking or answering the question. It is when the going gets tough, like right now, that we find ourselves more interested in asking. So, “What should we do?”
Can Your Lifeboat Stay Afloat
Category: Investing » Asset Allocation
Women Live Longer- What That Means for Income Planning
Category: Investing » Asset Allocation
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing » Asset Allocation
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
How Much Income Do I Need in Retirement? | Financial Perspectives
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
Does Cash Look Better Than Stocks? | Financial Perspectives (In a Minute)
Category: Investing » Diversification
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.
April 17, 2020 Financial Perspectives
Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.