Chart of the Month – Feb 2023
Category: Investing » Diversification
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – February 2025
Category: Investing » Diversification
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Chart of the Month – Jan 2023
Category: Investing » Diversification
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 – July 2024
Category: Investing » Diversification
International Stocks – Are they necessary?
Chart of the Month – June 2023
Category: Investing » Diversification
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 2025
Category: Investing » Diversification
Asset Class Returns – Can We Just Pick the Winners?
Chart of the Month – Mar 2023
Category: Investing » Diversification
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – May 2023
Category: Investing » Diversification
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Chart of the Month – Nov 2022
Category: Investing » Diversification
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
Chart of the Month – July 2024
Category: Investing » Diversification
International Stocks – Are they necessary?
Chart of the Month – June 2023
Category: Investing » Diversification
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 2025
Category: Investing » Diversification
Asset Class Returns – Can We Just Pick the Winners?
Chart of the Month – Mar 2023
Category: Investing » Diversification
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – May 2023
Category: Investing » Diversification
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Chart of the Month – Nov 2022
Category: Investing » Diversification
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
Chart of the Month – Oct 2023
Category: Investing » Diversification
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!”
Cinderella’s Castle
Category: Investing » Diversification
Cloudy Markets Still Have a Silver (Tax) Lining
Category: Investing » Diversification
During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting
Diversification: Preparing for the Next Surprise
Category: Investing » Diversification
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?
Diversifying Away the Troubles with Tariffs
Category: Investing » Diversification
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.
Do Simple Better
Category: Investing » Diversification
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.