Recent Content

AUTHOR
A-Z

Elections and Your Money Part II: Post-Election

Category: Investing
By Kent Kramer
11/05/2020
In this Q+A-style webinar, Kent Kramer and Jason Brown addressed: Questions arising from the November 3rd election, what has, hasn’t, and could change as a result of our country’s decision, and how investors should respond to the uncertainty surrounding the election.

November 23, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
11/23/2020
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

December 7th, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
12/07/2020
1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market

January 11, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
01/11/2021
2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?

January 25, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
01/25/2021
Four years ago, Donald Trump was elected President of the United States and small company stocks went up over 20% in three months post-election. In the three months since Joe Biden was elected President of the United States, small company stocks are up over 30%. Do small company stock investors just like new Presidents?

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.

November 8, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
11/08/2021
You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?

November 22, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
11/22/2021
In this week's Edition of Financial Perspectives, Kent Kramer chats with Mary Ellen Stanek, Co-Chief Investment Officer at Baird Asset Management. Baird specializes in risk-controlled fixed income management.

Inflation Aware Investing

Category: Investing
By Kent Kramer
12/02/2021

You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.

December 13, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
12/13/2021
Are you wondering what happened to that big tax and spending bill that was working its way through Congress, you know the one that was supposed to raise taxes on most Americans with incomes over $400,000 and invest heavily in various domestic programs? You’re not alone. This week Kent Kramer discusses what is in and what is out of the latest rendition of the Build Back Better Bill.

New Year – Rates are Rising | Financial Perspectives

Category: Investing
By Kent Kramer
01/10/2022
Welcome to 2022 where the news seem to focus, again, on rising rates –for COVID infections due to Omicron, inflation, and interest rates. The markets seem to be most concerned about interest rates. This week Kent Kramer looks at why that might be the case and what may be in store for interest rates in 2022.

Happy New Year? | Financial Perspectives

Category: Investing
By Kent Kramer
01/25/2022
Market returns for the first three weeks of 2022 have not been full of happy reports. US stocks, especially some of the biggest names and winners of 2020 and 2021 have fallen into what is called “correction” territory. Is inflation and the concern with rising interest rates the whole story?

Meta Does Not Equal Value | Financial Perspectives

Category: Investing
By Kent Kramer
02/07/2022
The headlines last week included “Faceplant”, and “Metaflop” following Meta’s disappointing earnings and new users numbers. As interesting as the metaverse may be, it turns out investors still want real world results when it comes to their investments.

Is the Stock Market a Glass Half Full?

Category: Investing
By Kent Kramer
02/08/2022

The month of January was marked by negative returns for global stock markets. But, as the well-worn phrase, “Is your glass half full or half empty?” implies, our view of, or the way we feel about the state of markets as investors, may be more related to our personal dispositions than what the numbers indicate.

The War in Ukraine | Financial Perspectives

Category: Investing
By Kent Kramer
03/08/2022
There’s likely no more important news in the world right now than what is happening in Ukraine as Russia invades their smaller neighbor. Economic impacts are being felt across the globe and there is certainly a humanitarian crisis developing in Europe. Let’s take a look at the impact the Ukraine/Russia crisis has on the US and global economy.

Inflation – How High & How Long? | Financial Perspectives

Category: Investing
By Kent Kramer
03/21/2022
While the war in Ukraine is in day 25, leaders around the world are looking to not only stem that two-nation conflict, but also to tame the higher-than-expected global inflation which threatens to slow or derail the post-pandemic economic recovery that had been underway.