Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
February 22, 2021 Financial Perspectives
March 22, 2021 Financial Perspectives
April 12, 2021 Financial Perspectives
April 26, 2021 Financial Perspectives
May 10, 2021 Financial Perspectives
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
May 24, 2021 Financial Perspectives
Webinar: Uncertainty in Ukraine (and Beyond)
How do we deal with uncertainty in a globally connected world? Uncertainty is nothing new. It's an ongoing factor in global markets that can be embraced and often managed in investment portfolios. In this webinar, we will cover: potential impacts of Russia and Ukraine on your portfolio, the ripple effects of the war on inflation, interest rates, oil, and continuing market volatility, thoughts on what you could consider doing now, and updates regarding ongoing developments.
Q1 Wrap Up: Ukraine, Inflation, Interest Rates | Financial Perspectives
How Can Investors Benefit from Higher Rates? | Financial Perspectives
Knowing What Not To Do | Financial Perspectives
Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.
Optimistic Pessimists? | Financial Perspectives
Optimistic Pessimists? | Financial Perspectives (In a Minute)
Roadtrips & Recessions | Financial Perspectives
The economy and markets are a bit like summer car travel/construction. There's a recession and/or a bear market in the rearview mirror, you're in one, or there is one right around the corner.
Roadtrips & Recessions | Financial Perspectives (In a Minute)
The economy and markets are a bit like summer car travel/construction. There's a recession and/or a bear market in the rearview mirror, you're in one, or there is one right around the corner.
Thinking About Stock Market Volatility
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?
Is Now a Good Time to Invest? | Financial Perspectives (In a Minute)
A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.
Is Now a Good Time to Invest? | Financial Perspectives
A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.
How Much Should I Have in Stocks? | Financial Perspectives
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.