Making the Best of It | Financial Perspectives

Category: Investing » Equity / Stocks

By Matt Moklestad

05/23/2022

It continues to be a volatile period for investors in stock and bond markets around the world. And while the news, like the weather, has seemed a little gloomy this spring, summer is around the corner and maybe it’s time to make the best of it! In today’s edition, Matt Moklestad, Lead Advisor – Institutional, discusses tax loss harvesting.

How Much Should Associations Hold in Reserve Assets?

Category: Investing » Asset Allocation

By Matt Moklestad

04/01/2022

A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?

A Look Under the Hood of a Bond Fund | Financial Perspectives

Category: Investing » Equity / Stocks

By Matt Moklestad

02/22/2022

A lot of investors may be wondering how rising interest rates might be impacting their investments, so today, we're going to talk about bond funds -- how they operate, some of the details, and see how they're responding to this environment.

Investment Policy Statement – Why Is It Important?

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Matt Moklestad

10/08/2021

It is important for all investors, whether an individual, family, retirement plan, or nonprofit, to plan their investment approach around their goals and objectives. Investment Policy Statements (IPS) often document these items. Here are four reasons why it is important to have a clearly articulated IPS.

Emerging Markets – What Are They?

Category: Investing » Asset Allocation

By Matt Moklestad

09/30/2021

Lead Advisor, Matt Moklestad, dives into the hot topic of emerging markets. What are they and why should investors care about them?

August 9, 2021 Financial Perspectives – ESG Investing Pt 2

Category: Investing

By Matt Moklestad

08/09/2021

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

By Matt Moklestad

07/26/2021

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

By Matt Moklestad

06/21/2021

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?

March 8, 2021 Financial Perspectives

Category: Investing » Factors / Premiums » Duration / Term (Fixed Income)

By Matt Moklestad

03/08/2021

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.