The Curse of Short-Termism | Financial Perspectives
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.
Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)
While this year has had its share of negative financial news, there might be one opportunity to pay some taxes now in order to save some money on taxes later. This week, Kent Kramer walks us through Roth IRA conversions.
Poker Lessons. Expect to Be Surprised. | Financial Perspectives
What Did You Expect? | Financial Perspectives (In a Minute)
"Everything good in life is just the gap between expectations and reality." - Morgan Housel. This week, Kent Kramer shares his thoughts on market history and setting expectations.
Year-End Opportunities & Cautions | Financial Perspectives
It's that time of year – what's left on your list for 2022? This week, Kent Kramer discusses three possible ways to save on taxes, one possible way to increase the return on your cash, and one cautionary tale as a reminder as we think about investing in 2023.
2022 In Review: What Did We Learn? | Financial Perspectives
2022 was one of those years many would like to forget – but before we put it completely in the rear-view mirror, what are the lessons that we can take forward to help us in 2023?
What Can You Expect in 2023? | Financial Perspectives (In a Minute)
As we head into 2023, the question we get most often is, "What's next for markets and what can we expect in our portfolios?" This week, Kent Kramer and Ryne Oller try to answer just that.
Is Fear the Only Thing to Fear? | Financial Perspectives
Fear can grab us and demand a response, such that fear itself can become the real danger. This week, Kent Kramer explores how fear and bad news can impact investing and some simple steps you could consider to avoid emotional investing.
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Six Key Ideas for Navigating Markets for the Rest of 2022
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Event Replay: Uncertainty is the New Certainty
2022 Year-End Financial Checklist – Have You Reviewed Your Tax Situation?
Since we are close to flipping the calendar to 2023, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
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Webinar: Empowering Women With Their Money
Research shows women receive less investment information than men. Let's fix that! In this webinar, you'll learn what to look for in an advisor, determine the right time to engage one, and how to take advantage of all your resources for peace of mind.