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A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives

Category: Investing » Interest Rates
By Kent Kramer
04/08/2024

In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.

Chart of the Month – Nov 2023

Category: Investing » Interest Rates
By Michael Westphal
11/06/2023

How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.

Time to Revisit Your Cash Reserve Fund

Category: Investing » Interest Rates
By Caleb Brown
10/18/2023

Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life. 

Chart of the Month – Sept 2023

Category: Investing » Interest Rates
By Michael Westphal
09/05/2023

The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.

Chart of the Month – Aug 2023

Category: Investing » Interest Rates
By Ryan Lamoureux
08/11/2023

Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.

Chart of the Month – July 2023

Category: Investing » Interest Rates
By Michael Westphal
07/07/2023

The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.

A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives

Category: Investing » Interest Rates
By Kent Kramer
04/08/2024

In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.

Chart of the Month – Nov 2023

Category: Investing » Interest Rates
By Michael Westphal
11/06/2023

How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.

Time to Revisit Your Cash Reserve Fund

Category: Investing » Interest Rates
By Caleb Brown
10/18/2023

Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life. 

Chart of the Month – Sept 2023

Category: Investing » Interest Rates
By Michael Westphal
09/05/2023

The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.

Chart of the Month – Aug 2023

Category: Investing » Interest Rates
By Ryan Lamoureux
08/11/2023

Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.

Chart of the Month – July 2023

Category: Investing » Interest Rates
By Michael Westphal
07/07/2023

The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.

Breaking Down the Banking Headlines: Part One | Financial Perspectives

Category: Investing » Interest Rates
By Matt Abels
03/21/2023

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.