Grow Through What You Go Through
Good News About Portfolio Costs from DFA
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
Framing Recent Market Volatility | Financial Perspectives (In a Minute)
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.
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Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th
Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.
Fitch Downgrade: A Closer Look | Financial Perspectives
Fitch downgraded US government debt from its pristine AAA rating to one notch lower at AA+. While this news may raise some eyebrows, it is essential to keep it in perspective. This week, Matt Moklestad and Michael Westphal have a conversation about its implications and the necessity of diversification.
Fitch Downgrade – A Closer Look
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
Chart of the Month – Mar 2023
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – Mar 2022
Are you feeling the pain at the pump? What is driving oil prices higher?
Chart of the Month – June 2023
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Chart of the Month – June 2022
There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.
Chart of the Month – July 2023
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
Chart of the Month – July 2022
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
Chart of the Month – January 2024
Chart of the Month – Jan 2023
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – February 2024
Chart of the Month – Feb 2023
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – Feb 2022
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Chart of the Month – December 2023
This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?