Timing Isn’t Everything
Thinking About Stock Market Volatility
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?
The Future is Uncertain. Better to Prepare than Predict.
The Curse of Short-Termism | Financial Perspectives
Why is short-termism a curse for investors? How can you overcome it by focusing on the big picture? This week, Kent Kramer explains how to avoid the pitfalls of recency bias and market noise.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
The “Gift” You Shouldn’t Open: Predictions | Financial Perspectives
It's that time of year -- news outlets are gathering up nicely wrapped predictions and estimates on what the markets will do in 2024. This week, Kent Kramer analyzes how accurate, or inaccurate, these predictions actually have been in the past.
That’s Not What I Expected | Financial Perspectives
Oftentimes, you don't know what your expectations are until they aren't met. This week, Kent Kramer looks at how relative risk and comparison within investing may impact your investment experience.
The Future is Uncertain. Better to Prepare than Predict.
The Curse of Short-Termism | Financial Perspectives
Why is short-termism a curse for investors? How can you overcome it by focusing on the big picture? This week, Kent Kramer explains how to avoid the pitfalls of recency bias and market noise.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
The “Gift” You Shouldn’t Open: Predictions | Financial Perspectives
It's that time of year -- news outlets are gathering up nicely wrapped predictions and estimates on what the markets will do in 2024. This week, Kent Kramer analyzes how accurate, or inaccurate, these predictions actually have been in the past.
That’s Not What I Expected | Financial Perspectives
Oftentimes, you don't know what your expectations are until they aren't met. This week, Kent Kramer looks at how relative risk and comparison within investing may impact your investment experience.
Taking the Long View in a Short-Term World
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
Still Searching for the One?
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
Speeding Tickets & Investing
Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.
September 4, 2020 Financial Perspectives
1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers
September 21, 2020 Financial Perspectives
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?