How the “Little Guy” Really Wins in the Market
Category: Investing » Diversification
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Happy New Year? | Financial Perspectives
Category: Investing » Diversification
Market returns for the first three weeks of 2022 have not been full of happy reports. US stocks, especially some of the biggest names and winners of 2020 and 2021 have fallen into what is called “correction” territory. Is inflation and the concern with rising interest rates the whole story?
Fitch Downgrade: A Closer Look | Financial Perspectives
Category: Investing » Diversification
Fitch downgraded US government debt from its pristine AAA rating to one notch lower at AA+. While this news may raise some eyebrows, it is essential to keep it in perspective. This week, Matt Moklestad and Michael Westphal have a conversation about its implications and the necessity of diversification.
Fitch Downgrade – A Closer Look
Category: Investing » Diversification
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
February 22, 2021 Financial Perspectives
Category: Investing » Diversification
Every week it seems there is a new story about which investment, which “trade”, is making amazing money. Each new story brings a sense of urgency, act quickly before it’s too late. You can’t afford to miss out on this one. There are at least 3 important risks investors should pay attention to, some are urgent, some are important, some are both, some are neither.
ESG Investing. What Does It Mean to be a Responsible Investor?
Category: Investing » Diversification
ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.
Embracing Uncertainty
Category: Investing » Diversification
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
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.
Do You Have an All-Weather Portfolio?
Category: Investing » Diversification
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.
Embracing Uncertainty
Category: Investing » Diversification
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
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.
Do You Have an All-Weather Portfolio?
Category: Investing » Diversification
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.
Do Small Company Stocks Like New Presidents?
Category: Investing » Diversification
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
Do Simple Better
Category: Investing » Diversification
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.
Diversification: Preparing for the Next Surprise
Category: Investing » Diversification
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)
Category: Investing » Diversification
Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.
Concentration Can Be a Killer
Category: Investing » Diversification
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.
Cloudy Markets Still Have a Silver (Tax) Lining
Category: Investing » Diversification
During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting
Cinderella’s Castle
Category: Investing » Diversification
ChatGPT & The Big 8 | Financial Perspectives
Category: Investing » Diversification
With the biggest tech companies regaining stock market leadership, it’s understandable why investors and the media are attracted to these stocks. However, it’s tempting to forget how these same companies’ stock prices performed in 2022. This week, Kent Kramer shares some investment lessons to be learned from this AI/big tech story.
Chart of the Month – Oct 2023
Category: Investing » Diversification
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”