Chart of the Month – Mar 2023
Category: Investing » Equity / Stocks
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – June 2023
Category: Investing » Equity / Stocks
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Chart of the Month – Jan 2023
Category: Investing » Equity / Stocks
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – Feb 2023
Category: Investing » Equity / Stocks
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – Feb 2022
Category: Investing » Equity / Stocks
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Chart of the Month – April 2024
Category: Investing » Equity / Stocks
Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.
Breaking Down the Banking Headlines: Part One | Financial Perspectives
Category: Investing » Equity / Stocks
With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Michael Westphal provide context and insights to those questions. Tune in next week for part two, where we’ll be joined by Jim Plagge, President and CEO of Bank Iowa.
3 Reasons to Own Foreign Stocks … Now! | Financial Perspectives
Category: Investing » Equity / Stocks
You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect.
2022 In Review: What Did We Learn? | Financial Perspectives
Category: Investing » Equity / Stocks
2022 was one of those years many would like to forget – but before we put it completely in the rear-view mirror, what are the lessons that we can take forward to help us in 2023?
$1 Trillion!
Category: Investing » Equity / Stocks
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
“60% of the Time, It Works Every Time.”
Category: Investing » Equity / Stocks
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.