December 21st, 2020 Financial Perspectives
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
December 7th, 2020 Financial Perspectives
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
Decoding Crypto(currency) Webinar, June 3, 2021
Devotion to Duty
Discover the Real Meaning of Financial Independence
In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
February 22, 2021 Financial Perspectives
February 8, 2021 Financial Perspectives
Feed the Beast
Fields of Dreams
Financial Advice Is Useless – Without Empathy
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Financial Mechanic’s Toolbox: DIY or Expert Help?
I’d love to be the person who can tell you why a car squeaks when you drive it and who could fix it. But as time goes by and I haven’t developed those skills, I’m coming to grips with the fact that it probably just isn’t in my wheelhouse. It’s not that I couldn’t learn, it’s that I’d rather focus on and learn about other things. There comes a point with your personal finances when you need to decide what you’ll do and what you’ll pay someone else to do.
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
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.
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.