Chart of the Month – April 2025
Category: Investing
Are bonds an income generator—or just dead weight? Let’s find out.
“Am I Ok?” Income Planning & Portfolio Preparedness | Financial Perspectives
Category: Investing
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" This week, Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Tariffs, Turmoil, and Market Decline | Financial Perspectives
Category: Investing
What's the rationale behind the steep new US tariffs and what does that mean for an investor's portfolio? What can or should we do as investors? In this special edition Financial Perspectives, Kent Kramer covers the announced tariffs, the impact on markets, and the dos and don'ts during market turmoil.
Diversifying Away the Troubles with Tariffs
Category: Investing
How do tariffs impact your investment portfolio? Kent Kramer takes a look at the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.
Investing Wisely for the Marathon
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
The Troubles with Tariffs | Financial Perspectives
Category: Investing
How do tariffs impact your investment portfolio? This month, Kent Kramer discusses the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.
Chart of the Month – March 2025
Category: Investing
Selecting a top-performing fund or manager is easier said than done, no matter the asset class. Let's look at why.
What Moves the Market? A Conversation with Vanguard | Financial Perspectives
Category: Investing
Join Kent Kramer for an interview with Vanguard Senior Portfolio Specialist Bill Puggini about Vanguard’s views on what may move markets in 2025 and beyond. 2025 is full of potential risks and rewards. Kent and Bill discuss how inflation, tariffs, interest rates, market valuations, and political policies are all things that could distract investors from focusing on their most important long-term goals.
Inflation? We’ve planned for this.
Category: Investing » Asset Allocation
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
Chart of the Month – April 2025
Category: Investing
Are bonds an income generator—or just dead weight? Let’s find out.
“Am I Ok?” Income Planning & Portfolio Preparedness | Financial Perspectives
Category: Investing
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" This week, Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Tariffs, Turmoil, and Market Decline | Financial Perspectives
Category: Investing
What's the rationale behind the steep new US tariffs and what does that mean for an investor's portfolio? What can or should we do as investors? In this special edition Financial Perspectives, Kent Kramer covers the announced tariffs, the impact on markets, and the dos and don'ts during market turmoil.
Diversifying Away the Troubles with Tariffs
Category: Investing
How do tariffs impact your investment portfolio? Kent Kramer takes a look at the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.
Investing Wisely for the Marathon
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
The Troubles with Tariffs | Financial Perspectives
Category: Investing
How do tariffs impact your investment portfolio? This month, Kent Kramer discusses the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.
Chart of the Month – March 2025
Category: Investing
Selecting a top-performing fund or manager is easier said than done, no matter the asset class. Let's look at why.
What Moves the Market? A Conversation with Vanguard | Financial Perspectives
Category: Investing
Join Kent Kramer for an interview with Vanguard Senior Portfolio Specialist Bill Puggini about Vanguard’s views on what may move markets in 2025 and beyond. 2025 is full of potential risks and rewards. Kent and Bill discuss how inflation, tariffs, interest rates, market valuations, and political policies are all things that could distract investors from focusing on their most important long-term goals.
Inflation? We’ve planned for this.
Category: Investing » Asset Allocation
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
Chart of the Month – February 2025
Category: Investing
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Inflation. Is It Good or Bad and What Can You Do About It?
Inflation has been one of the buzzwords in the news media for the past couple of years. Let's explore if it is good or bad and what can you do about it.
Chart of the Month – January 2025
Category: Investing
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.