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May 15, 2020 Financial Perspectives

Category: Investing » Diversification
By Kent Kramer
05/15/2020
0:58 - Recap of the News this Week
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?

June 7, 2021 Financial Perspectives

Category: Investing » Diversification
By Kent Kramer
06/07/2021
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else? This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.

June 22, 2020 Financial Perspectives

Category: Investing » Diversification
By Matt Moklestad
06/22/2020
0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs

Inflation? We’ve planned for this.

Category: Investing » Diversification
By Matt Stagner
02/13/2025

Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.

How Should a Nonprofit Allocate its Investment Portfolio?

Category: Investing » Diversification
By Matt Moklestad
08/13/2024

Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.

Happy New Year? | Financial Perspectives

Category: Investing » Diversification
By Kent Kramer
01/25/2022
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?

How Should a Nonprofit Allocate its Investment Portfolio?

Category: Investing » Diversification
By Matt Moklestad
08/13/2024

Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.

Happy New Year? | Financial Perspectives

Category: Investing » Diversification
By Kent Kramer
01/25/2022
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
By Matt Moklestad
08/07/2023

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
By Michael Westphal
08/02/2023

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
By Kent Kramer
02/22/2021
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.

Embracing Uncertainty

Category: Investing » Diversification
By Kent Kramer
04/23/2024

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.

Do You Have an All-Weather Portfolio?

Category: Investing » Diversification
By Jon Evans
03/15/2019
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
By Kent Kramer
02/22/2021

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
By Brad Rempe
03/27/2020
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.