Inflation. Is It Good or Bad and What Can You Do About It?
Inflation has been one of the buzzwords in the news media for the past couple of years. Let's explore if it is good or bad and what can you do about it.
What if Inflation Isn’t Quite Done? | Financial Perspectives
This month, Kent Kramer and Caleb Brown discuss insights on how inflation could impact your financial plan and portfolio. Learn how to prepare for inflation, plan for future spending, and invest wisely for your retirement.
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Fixed Income / Bonds
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
Webinar: Elections & Your Money
How will the election affect your financial life? In this webinar, learn how financial markets might react and how you might be tempted to respond.
What Are You Waiting For? | Financial Perspectives
This week, Kent Kramer discusses how the upcoming election is influencing financial decisions, with 63% of Americans deferring choices until after the results. Despite political uncertainty, markets have shown resilience, highlighting the importance of optimism and staying informed for navigating uncertain times.
Wrong Thinking on Election & Markets
Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.
Chart of the Month – September 2024
Do you wonder why we invest in equities? Equities are an attractive investment for their growth characteristics, but they have also served as a hedge against inflation.
Why We’re Having the Wrong Thoughts About the Election | Financial Perspectives
This week, Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Fixed Income / Bonds
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
Webinar: Elections & Your Money
How will the election affect your financial life? In this webinar, learn how financial markets might react and how you might be tempted to respond.
What Are You Waiting For? | Financial Perspectives
This week, Kent Kramer discusses how the upcoming election is influencing financial decisions, with 63% of Americans deferring choices until after the results. Despite political uncertainty, markets have shown resilience, highlighting the importance of optimism and staying informed for navigating uncertain times.
Wrong Thinking on Election & Markets
Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.
Chart of the Month – September 2024
Do you wonder why we invest in equities? Equities are an attractive investment for their growth characteristics, but they have also served as a hedge against inflation.
Why We’re Having the Wrong Thoughts About the Election | Financial Perspectives
This week, Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.
What’s Up (or Down) with the Bonds? | Financial Perspectives
Category: Investing » Fixed Income / Bonds
Investors have been puzzled this year, maybe even disappointed, that the bond market broadly has seen negative returns. How can this be when many money markets and bonds have stated yields of more than 5%? This week, Kent Kramer explains why.
Chart of the Month – May 2024
Category: Investing » Fixed Income / Bonds
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives
Category: Investing » Fixed Income / Bonds
In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.
The Seesaw of Finance
Category: Investing » Fixed Income / Bonds
There are parallels between concepts in finance and concepts in physics. Let's take a look.
Chart of the Month – Nov 2023
Category: Investing » Fixed Income / Bonds
How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.
Does Cash Look Better Than Stocks? | Financial Perspectives (In a Minute)
Category: Investing » Fixed Income / Bonds
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.