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The Challenge of Entering a Bull Market
Category: Investing » Equity / Stocks
A Q&A with Senior Lead Advisor, Phil Kruzan.
November 23, 2020 Financial Perspectives
Category: Investing » Equity / Stocks
1:13 - In the News: COVID-19 Cases, Employment Recovery
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020
Stock Markets Are Positive This Year?
Category: Investing » Equity / Stocks
As this year exemplifies, stock markets have the tendency to do things we would never expect.
September 4, 2020 Financial Perspectives
Category: Investing » Equity / Stocks
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
May 29, 2020 Financial Perspectives
Category: Investing » Equity / Stocks
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
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
May 7, 2020 Financial Perspectives
Category: Investing » Equity / Stocks
2:03 - Recap of the News this Week
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns
Concentration Can Be a Killer
Category: Investing » Equity / Stocks
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.
$1 Trillion!
Category: Investing » Equity / Stocks
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Timing Isn’t Everything
Category: Investing » Equity / Stocks
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.