Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
Psychology and Wealth
The different ways people react to and treat wealth and finances is fascinating. Although not everyone can be put in a box, there are five main personality types when it comes to psychology and wealth: Neuroticism/Emotional Stability, Conscientiousness, Agreeableness, Extraversion, and Openness.
Prioritize Your Financial Goals
The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.
Preparing Your Own Tax Return: Is It Worth It?
Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.
Preparing Your Heirs for the Great Wealth Transfer
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Preparing the Next Generation: Three Keys to a Long-Term Mindset
How do we prepare our young people to lead and do it quickly?
May 24, 2021 Financial Perspectives
May 22, 2020 Financial Perspectives
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries
May 15, 2020 Financial Perspectives
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?
May 14, 2020 J. Ann Selzer Event
May 10, 2021 Financial Perspectives
May 1, 2020 Financial Perspectives
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market
Maximize Your Limits
Markets Move. So Should You.
Market Madness
There is just something about the NCAA Men’s and Women’s College Basketball Tournament. There is tremendous excitement in many families and workplaces as tournament brackets are filled in with predictions about the outcomes of 67 games over a three-week period.
March: Predictable Madness and Markets | Financial Perspectives
In the NCAA tournaments, uncertainty and underdogs pulling off the impossible upset of a top-ranked team is a certainty. This week, Kent Kramer observes how we can learn from March Madness and apply those observations to investing.