Chart of the Month – June 2025
Category: Investing
Asset Class Returns – Can We Just Pick the Winners?
The Gift of Fandom—and Financial Wisdom
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.
Women Live Longer- What That Means for Income Planning
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
Am I OK? Building Income Safety Into Your Portfolio
Category: Investing
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Chart of the Month – May 2025
Category: Investing
When it comes to future performance, you don’t always get what you pay for. Let’s take a closer look.
Chart of the Month – April 2025
Category: Investing
Are bonds an income generator—or just dead weight? Let’s find out.
Diversifying Away the Troubles with Tariffs
Category: Investing
How do tariffs impact your investment portfolio? Kent Kramer takes a look at the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.
Investing Wisely for the Marathon
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
Chart of the Month – March 2025
Category: Investing
Selecting a top-performing fund or manager is easier said than done, no matter the asset class. Let's look at why.
Am I OK? Building Income Safety Into Your Portfolio
Category: Investing
Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Chart of the Month – May 2025
Category: Investing
When it comes to future performance, you don’t always get what you pay for. Let’s take a closer look.
Chart of the Month – April 2025
Category: Investing
Are bonds an income generator—or just dead weight? Let’s find out.
Diversifying Away the Troubles with Tariffs
Category: Investing
How do tariffs impact your investment portfolio? Kent Kramer takes a look at the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.
Investing Wisely for the Marathon
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
Chart of the Month – March 2025
Category: Investing
Selecting a top-performing fund or manager is easier said than done, no matter the asset class. Let's look at why.
Inflation? We’ve planned for this.
Category: Investing » Asset Allocation
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
Chart of the Month – February 2025
Category: Investing
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Inflation. Is It Good or Bad and What Can You Do About It?
Category: Investing
Inflation has been one of the buzzwords in the news media for the past couple of years. Let's explore if it is good or bad and what can you do about it.
Chart of the Month – January 2025
Category: Investing
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.
Chart of the Month – December 2024
Category: Investing
Tax Loss Harvesting: Losing to Win?
Category: Investing
In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy. Let's take a look!