The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
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.
As this year exemplifies, stock markets have the tendency to do things we would never expect.
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
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.
As this year exemplifies, stock markets have the tendency to do things we would never expect.
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Is there conclusive evidence that one sector is better than another when it comes to returns?
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
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?
Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.
With the biggest tech companies regaining stock market leadership, it’s understandable why investors and the media are attracted to these stocks. However, it’s tempting to forget how these same companies’ stock prices performed in 2022. This week, Kent Kramer shares some investment lessons to be learned from this AI/big tech story.
A quick Google search on “US dollar collapse” yields 183 million results. Obviously, there has been plenty to create a stir. This week, Kent Kramer and Michael Westphal have a conversation around what is, or isn't, going on with the US dollar.
