It’s Gotten Better – Expect it to Continue | Financial Perspectives (In a Minute)
Coming off the Thanksgiving holiday, are you feeling optimistic? If you are an investor, you've likely answered the question with a "yes." This week, Kent Kramer explains why long-term optimism is justifiable in a world filled with bad news.
A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives
In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.
The Market: The Original AI | Financial Perspectives
The acronym “AI” has become synonymous with Artificial Intelligence. But what is Aggregate Intelligence -- "AI"? This week, Kent Kramer explains how trusting markets and harnessing their power and prices is a fundamentally sound way to invest.
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.
Compound the Growth of Your 2024 Plans | Financial Perspectives
What small, consistent steps are in your control this year that, if you complete them, can result in accumulated progress for years to come? This week, Kent Kramer discusses how financial planning may help us discover these kinds of things.
3 Reasons to Own Foreign Stocks … Now! | Financial Perspectives
You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect.
Embracing Uncertainty
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
July 26th, 2021 Financial Perspectives – ESG Investing Pt 1
August 9, 2021 Financial Perspectives – ESG Investing Pt 2
Emerging Markets – What Are They?
Investment Policy Statement – Why Is It Important?
It is important for all investors, whether an individual, family, retirement plan, or nonprofit, to plan their investment approach around their goals and objectives. Investment Policy Statements (IPS) often document these items. Here are four reasons why it is important to have a clearly articulated IPS.
A Look Under the Hood of a Bond Fund | Financial Perspectives
How Much Should Associations Hold in Reserve Assets?
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
Making the Best of It | Financial Perspectives
Stormy Markets | Financial Perspectives (In a Minute)
With the US stock market in bear market territory as we go into the second half of 2022, you might feel like we're in a bit of a storm. If you've been feeling under prepared, Matt Moklestad walks us through six considerations for times like these.
Stormy Markets | Financial Perspectives
With the US stock market in bear market territory as we go into the second half of 2022, you might feel like we're in a bit of a storm. If you've been feeling under prepared, Matt Moklestad walks us through six considerations for times like these.
How to Construct a Good Investment Policy Statement
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
What I Think About When Working From Home
Investors Must Be Present to Win
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.