Elections and Your Money
Kent Kramer and Jason Brown discuss the potential tax implications of either political party being in office and how the market and economy have performed historically in election years.
Elections and Your Money Q&A
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.
September 21, 2020 Financial Perspectives
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
October 12, 2020 Financial Perspectives
Category: Investing » Factors / Premiums
1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?
October 26, 2020 Financial Perspectives
1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?
Elections and Your Money Part II: Post-Election
In this Q+A-style webinar, Kent Kramer and Jason Brown addressed: Questions arising from the November 3rd election, what has, hasn’t, and could change as a result of our country’s decision, and how investors should respond to the uncertainty surrounding the election.
November 23, 2020 Financial Perspectives
Category: Investing » Equity / Stocks
1:13 - In the News: COVID-19 Cases, Employment Recovery
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020
December 7th, 2020 Financial Perspectives
1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
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
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
Knowing What Not To Do | Financial Perspectives
Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.
Optimistic Pessimists? | Financial Perspectives
Category: Investing
Sometimes being double minded is a problem. But could being optimistic and pessimistic at the same time be a good thing for an investor? Surprisingly, the answer may be yes!
Optimistic Pessimists? | Financial Perspectives (In a Minute)
Category: Investing
Sometimes being double minded is a problem. But could being optimistic and pessimistic at the same time be a good thing for an investor? Surprisingly, the answer may be yes!
Thinking About Stock Market Volatility
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?
Roadtrips & Recessions | Financial Perspectives
The economy and markets are a bit like summer car travel/construction. There's a recession and/or a bear market in the rearview mirror, you're in one, or there is one right around the corner.
Roadtrips & Recessions | Financial Perspectives (In a Minute)
The economy and markets are a bit like summer car travel/construction. There's a recession and/or a bear market in the rearview mirror, you're in one, or there is one right around the corner.
Is Now a Good Time to Invest? | Financial Perspectives (In a Minute)
A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.
Is Now a Good Time to Invest? | Financial Perspectives
A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.
How Much Should I Have in Stocks? | Financial Perspectives
Category: Investing » Equity / Stocks
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.
How Much Should I Have in Stocks? | Financial Perspectives (In a Minute)
Category: Investing » Equity / Stocks
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.
Webinar: Making Your Own Path Through Election Year Financial Markets
There's always concern and uncertainty present in election years. Predicting the markets impact of potential political transition isn't easy for anyone. With inflation rising, it's understandable to be concerned. Is there another way to think about the unknown?
ESG Investing. What Does It Mean to be a Responsible Investor?
ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.