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October 25, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
10/25/2021
Kent Kramer recaps his top take-away moments from our event last week with Morgan Housel. Morgan used stories to illustrate lessons to help us understand behavioral finance and psychology and how that affects the way we invest.

October 11, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
10/11/2021
Friction can slow can down any machine. What was humming along only minutes or weeks ago, can labor under the strain of too little oil, a little sand in the gears, you name it. The US economy and markets have been seeing an increase in perceived frictions over the past month. Can we get back to smoother operations?

September 27th, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
09/27/2021
In Part two of our interview with Marlena Lee from Dimensional, Kent Kramer and Marlena dig deeper into changes to asset allocation and ESG investing risks and considerations.

August 24, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
08/24/2021
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!

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?

October 12, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
10/13/2020

1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?

September 21, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
09/21/2020

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?

Elections and Your Money

Category: Investing
By Kent Kramer
09/10/2020
Kent Kramer and Jason Brown discuss the potential tax implications of either political party being in office and how the market and economy have performed historically in election years.

September 4, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
09/04/2020

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

August 21, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
08/21/2020

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

August 11, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
08/11/2020

1:09 - News: July 27th - August 7th
4:06 - Market News: July 27th - August 7th
4:42 - Are Things Getting Better or Worse?
5:28 - What's Going on with Gold?
10:05 - How Does Foster Group View Gold?

July 28, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
07/28/2020

1:14 - News: July 13th - July 24th
4:06 - Market News: July 13th - July 24th
5:40 - Are We There Yet?
7:56 - Which Party Is Better?
11:10 - Seeing Only the Negative

July 13, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
07/13/2020
1:25 - News: June 27th to July 10th
3:49 - Recent Market News & 2020 First Half Markets
6:40 - Headline Risks
12:04 - Know the Sources of Headline Risk
13:53 - Resist Investment Action Based on Headline Risk
15:04 - Develop a Checklist for Headline Risk

June 22, 2020 Financial Perspectives

Category: Investing
By Matt Moklestad
06/22/2020
0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs

June 8, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
06/08/2020
1:45 - Last Week's News
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?

May 29, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
05/29/2020
0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive