The Curse of Short-Termism | Financial Perspectives
Why is short-termism a curse for investors? How can you overcome it by focusing on the big picture? This week, Kent Kramer explains how to avoid the pitfalls of recency bias and market noise.
The Corporate Transparency Act is Here: What you Need to Know
Several frequently asked questions regarding the CTA and its new reporting requirements that will impact millions of business entities and, more specifically, their owners.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
The Advantages of 529 Plan Educational Funding
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
The “Gift” You Shouldn’t Open: Predictions | Financial Perspectives
It's that time of year -- news outlets are gathering up nicely wrapped predictions and estimates on what the markets will do in 2024. This week, Kent Kramer analyzes how accurate, or inaccurate, these predictions actually have been in the past.
That’s Not What I Expected | Financial Perspectives
Oftentimes, you don't know what your expectations are until they aren't met. This week, Kent Kramer looks at how relative risk and comparison within investing may impact your investment experience.
Setting the Stage for Financial Health Early In Your Career
Earning your first paycheck is an undeniably exciting time. But do you know what to do with your pay? With three key steps, you can build good financial habits early.
Set It and Don’t Forget It
Sequence of Return Risk
September 4, 2020 Financial Perspectives
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
September 27th, 2021 Financial Perspectives
September 21, 2020 Financial Perspectives
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?
Semper Paratus
Selling a Business Is Just as Tough as Owning One
Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way.
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