Chart of the Month – May 2024

While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.

Chart of the Month – Nov 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.

Chart of the Month – Sept 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 – July 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.

May 22, 2020 Financial Perspectives

0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

March 8, 2021 Financial Perspectives

In 2020 interest rates hit an all-time low, and now interest rates are on the move again. It seems like investors are taking notice. This week, Matt Moklestad looks at interest rates, bonds, and inflation expectations.

Chart of the Month – May 2024

While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.

Chart of the Month – Nov 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.

Chart of the Month – Sept 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 – July 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.

May 22, 2020 Financial Perspectives

0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

March 8, 2021 Financial Perspectives

In 2020 interest rates hit an all-time low, and now interest rates are on the move again. It seems like investors are taking notice. This week, Matt Moklestad looks at interest rates, bonds, and inflation expectations.

Chart of the Month – Aug 2022

The housing market has been hot since the start of the COVID-19 pandemic. Prices have soared and the interest rate to borrow money for those homes has been at historically low levels. But what is happening now?

Chart of the Month – Aug 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.

May 10, 2021 Financial Perspectives

Daniel Wallick joins us from Vanguard for a two-part interview on our bi-monthly Financial Perspectives. This first part centers on interest rates, inflation, and the bond market. Are you wondering about what part bonds play in your portfolio and what do interest rates and potential inflation have to do with that?