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.
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.
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.
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.
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.
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.
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.
Why is short-termism a curse for investors? How can you overcome it by focusing on the big picture? This week, Kent Kramer explains how to avoid the pitfalls of recency bias and market noise.
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Is the title to this blog supposed to be clickbait? Of course it is. That is the point of this blog. Bad news sells.
Is there conclusive evidence that one sector is better than another when it comes to returns?
Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.
Are you feeling the pain at the pump? What is driving oil prices higher?
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.