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.

Inflation? We’ve planned for this.

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.

Inflation Aware Investing

You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.

Inflation – How High & How Long? | Financial Perspectives

While the war in Ukraine is in day 25, leaders around the world are looking to not only stem that two-nation conflict, but also to tame the higher-than-expected global inflation which threatens to slow or derail the post-pandemic economic recovery that had been underway.

Diversifying Away the Troubles with Tariffs

How do tariffs impact your investment portfolio? Kent Kramer takes a look at the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.

Decoding Crypto(currency) Webinar, June 3, 2021

Are you curious about all the buzz around Cryptocurrency? What is it and should you consider investing in it? Tune in to our on-demand webinar where Kent Kramer, Jason Brown, and Ryne Oller dive into decoding cryptocurrency.

December 7th, 2020 Financial Perspectives

1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market

December 13, 2021 Financial Perspectives

Are you wondering what happened to that big tax and spending bill that was working its way through Congress, you know the one that was supposed to raise taxes on most Americans with incomes over $400,000 and invest heavily in various domestic programs? You’re not alone. This week Kent Kramer discusses what is in and what is out of the latest rendition of the Build Back Better Bill.

Debt Ceiling Politics & Markets | Financial Perspectives

Politics are always in the news. Right now, we're hearing a lot about the debt ceiling and the need to increase the US debt ceiling so the government can pay their bills ... or maybe not. This week, Kent Kramer provides an overview of debt ceiling history and what we are seeing today.

Cryptocurrency: Not for the Faint of Heart

Will cryptocurrency replace the $20 bill in your pocket? Will the decentralization/digitization of currency end up solving anything? Will it be of long-term value? Or will it end up being only a place for speculators to try and capitalize on the sentiment of others? Anyone wanting to allocate to cryptocurrency should understand the inherent uncertainty and volatility of this relatively new digital commodity.