August 24, 2021 Financial Perspectives
Is it possible to be too smart? Can a problem or set of circumstances be overanalyzed? Is there such a thing as too much information? There’s some evidence out there that this is indeed possible! Kent Kramer shares our perspective on what’s been happening in and around financial markets recently and what we think successful investors should be thinking about – without overthinking it!
August 9, 2021 Financial Perspectives – ESG Investing Pt 2
Category: Investing
In part two of our two part series on ESG Investing, Kent Kramer and Matt Moklestad dive deeper into how you can practically implement an ESG strategy.
July 26th, 2021 Financial Perspectives – ESG Investing Pt 1
Category: Investing
It seems like more and more, share holders and the government are asking corporations to do more than just produce profits. This leads us to part one of two videos on ESG Investing.
June 21, 2021 Financial Perspectives
Category: Investing
As investors we are bombarded with continuous news on the stock market and bonds. We think it can be helpful to take a step back and ask the question: are the indexes on the financial media a proper point of reference for you?
June 7, 2021 Financial Perspectives
Category: Investing » Alternative Investments
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.
May 24, 2021 Financial Perspectives
Category: Investing
This week Kent Kramer talks with Daniel Wallick from Vanguard for part two of our interview. This second part focuses on constructing a portfolio, different types of primary goals, and comparing your success to others’.
May 10, 2021 Financial Perspectives
Category: Investing » Fixed Income / Bonds
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?
April 26, 2021 Financial Perspectives
Markets have been reaching some all-time highs recently. US stock markets, foreign stock markets, even newer assets like bitcoin, SPACs, and NFTs have been soaring much of the past six months. At these relatively high values more than a few skeptics are predicting a fall. Some say correction – a temporary minor adjustment; some say crash – major problem ahead. Is there a reason to be acrophobic – fearful about markets at record heights?