Chart of the Month – June 2025
Category: Investing » Market History
Asset Class Returns – Can We Just Pick the Winners?
The Gift of Fandom—and Financial Wisdom
Category: Investing » Market History
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.
How Much Income Do I Need in Retirement? | Financial Perspectives
Category: Investing » Market History
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
Am I OK? Building Income Safety Into Your Portfolio
Category: Investing » Market History
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?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Chart of the Month – April 2025
Category: Investing » Market History
Are bonds an income generator—or just dead weight? Let’s find out.
What Moves the Market? A Conversation with Vanguard | Financial Perspectives
Category: Investing » Market History
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 » Market History
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 » Market History
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.
Chart of the Month – November 2024
Category: Investing » Market History
When we examine the historical relationship between equities and cash, it becomes evident that while cash may offer safety and short-term stability, equities tend to outperform over time. For long-term investors, remember that your plan should influence the portfolio and that reacting to market conditions is not a wise reason to change your plan.
Chart of the Month – June 2025
Category: Investing » Market History
Asset Class Returns – Can We Just Pick the Winners?
The Gift of Fandom—and Financial Wisdom
Category: Investing » Market History
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.
How Much Income Do I Need in Retirement? | Financial Perspectives
Category: Investing » Market History
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
Am I OK? Building Income Safety Into Your Portfolio
Category: Investing » Market History
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?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Chart of the Month – April 2025
Category: Investing » Market History
Are bonds an income generator—or just dead weight? Let’s find out.
What Moves the Market? A Conversation with Vanguard | Financial Perspectives
Category: Investing » Market History
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 » Market History
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 » Market History
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.
Chart of the Month – November 2024
Category: Investing » Market History
When we examine the historical relationship between equities and cash, it becomes evident that while cash may offer safety and short-term stability, equities tend to outperform over time. For long-term investors, remember that your plan should influence the portfolio and that reacting to market conditions is not a wise reason to change your plan.
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Market History
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
Webinar: Elections & Your Money
Category: Investing » Market History
How will the election affect your financial life? In this webinar, learn how financial markets might react and how you might be tempted to respond.
What Are You Waiting For? | Financial Perspectives
Category: Investing » Market History
This week, Kent Kramer discusses how the upcoming election is influencing financial decisions, with 63% of Americans deferring choices until after the results. Despite political uncertainty, markets have shown resilience, highlighting the importance of optimism and staying informed for navigating uncertain times.