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Beyond Traditional Investments

Category: Investing
By Matt Moklestad
08/09/2019
Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Chart of the Month – Apr 2022

Category: Investing
By Michael Westphal
04/07/2022

Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.

Chart of the Month – Apr 2023

Category: Investing
By Michael Westphal
04/06/2023

"Why would anyone buy a 5-year bond at 3.5% when you could get a 1-year bond at 4%?"

"Why don't I put all my money in a 4-month T-bill and make 4.9%?"

Chart of the Month – April 2024

Category: Investing
By Michael Westphal
04/03/2024

Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell. 

Chart of the Month – Aug 2022

Category: Investing
By Ryan Lamoureux
08/04/2022

The housing market has been hot since the start of the COVID-19 pandemic. Prices have soared and the interest rate to borrow money for those homes has been at historically low levels. But what is happening now?

Chart of the Month – Aug 2023

Category: Investing
By Ryan Lamoureux
08/11/2023

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.

Chart of the Month – Dec 2022

Category: Investing
By Ryan Lamoureux
12/16/2022

Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.

Chart of the Month – December 2023

Category: Investing
By Ryan Lamoureux
12/07/2023

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? 

Chart of the Month – Feb 2022

Category: Investing
By Michael Westphal
02/04/2022

Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history. 

Chart of the Month – Jan 2023

Category: Investing
By Michael Westphal
01/06/2023

It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.

Chart of the Month – July 2022

Category: Investing
By Michael Westphal
07/01/2022

Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.

Chart of the Month – July 2023

Category: Investing
By Michael Westphal
07/07/2023

The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.

Chart of the Month – June 2022

Category: Investing
By Michael Westphal
06/02/2022

There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.

Chart of the Month – June 2023

Category: Investing
By Michael Westphal
06/27/2023

This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.