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Framing Recent Market Volatility | Financial Perspectives (In a Minute)
Category: Investing
Has this been a worrying or boring month in investment markets? Has it been a volatile last four weeks reflecting the narrative in the news media? This week, Kent Kramer introduces framing theory and how we may apply this to investment markets.
Georgia, Political Majorities, & Markets
Category: Investing
Unprecedented! That word had been used ad nauseam in 2020.
Good News About Portfolio Costs from DFA
Category: Investing
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
Happy New Year? | Financial Perspectives
Category: Investing
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?
Have You Come to Terms with the Reality of Your Retirement?
Category: Investing
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
Having Faith When It’s Scary
Category: Investing
Market volatility can sometimes be downright scary. The other day, I read that the quarter ending June 30th was the 16th worst quarter in the history of the stock market. Even worse, the first quarter was bad too, making it one of the very worst six-month periods in nearly a century. How does an investor respond?
High Profit vs Low Profit: The Returns Are In!
Category: Investing
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
January 25, 2021 Financial Perspectives
Category: Investing
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?
January 29, 2021 Financial Perspectives
Category: Investing
What game is being played between Reddit and Wall Street? This week we explore what's been going on with GameStop stock and how short selling works.
July 13, 2020 Financial Perspectives
Category: Investing
1:25 - News: June 27th to July 10th
3:49 - Recent Market News & 2020 First Half Markets
6:40 - Headline Risks
12:04 - Know the Sources of Headline Risk
13:53 - Resist Investment Action Based on Headline Risk
15:04 - Develop a Checklist for Headline Risk
3:49 - Recent Market News & 2020 First Half Markets
6:40 - Headline Risks
12:04 - Know the Sources of Headline Risk
13:53 - Resist Investment Action Based on Headline Risk
15:04 - Develop a Checklist for Headline Risk
July 26th, 2021 Financial Perspectives – ESG Investing Pt 1
Category: Investing
It seems like more and more, share holders and the government are asking corporations to do more than just produce profits. This leads us to part one of two videos on ESG Investing.
July 28, 2020 Financial Perspectives
Category: Investing
1:14 - News: July 13th - July 24th
4:06 - Market News: July 13th - July 24th
5:40 - Are We There Yet?
7:56 - Which Party Is Better?
11:10 - Seeing Only the Negative
June 15, 2020 Financial Perspectives
Category: Investing
1:20 - Economic Update
3:55 - Market Review
5:28 - Will a Recession Be Bad for Small Company Stocks?
14:52 - Quote of the Week
3:55 - Market Review
5:28 - Will a Recession Be Bad for Small Company Stocks?
14:52 - Quote of the Week
June 21, 2021 Financial Perspectives
Category: Investing
As investors we are bombarded with continuous news on the stock market and bonds. We think it can be helpful to take a step back and ask the question: are the indexes on the financial media a proper point of reference for you?
June 22, 2020 Financial Perspectives
Category: Investing
0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs
June 7, 2021 Financial Perspectives
Category: Investing
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else?
This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.
June 8, 2020 Financial Perspectives
Category: Investing
1:45 - Last Week's News
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?
Keep Three Buckets in Your Retirement Boat
Category: Investing
One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.
Keep Your Eyes on the Horizon and Wings Level
Category: Investing » Alternative Investments
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.