February 22, 2021 Financial Perspectives
Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
March 8, 2021 Financial Perspectives
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
March 22, 2021 Financial Perspectives
April 12, 2021 Financial Perspectives
June 7, 2021 Financial Perspectives
April 12, 2021 Financial Perspectives
June 7, 2021 Financial Perspectives
New Year – Rates are Rising | Financial Perspectives
Chart of the Month – Nov 2023
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.
The Seesaw of Finance
There are parallels between concepts in finance and concepts in physics. Let's take a look.
Value vs Growth – What does that Mean?
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
Understanding ETFs and Factor Investing with Blackrock’s Bob Hum | Financial Perspectives
This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities.
Chart of the Month – October 2024
Is stock market growth a thing of the past? Headlines making predictions about this have come and gone, some turning out to be spectacularly wrong. Let’s take a look.
“My Portfolio is Doing Well / Poor Compared to What?”
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?