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Do Small Company Stocks Like New Presidents?

Category: Investing » Diversification
By Kent Kramer
02/22/2021

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?

Do Simple Better

Category: Investing » Diversification
By Brad Rempe
03/27/2020
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

ChatGPT & The Big 8 | Financial Perspectives

Category: Investing » Diversification
By Kent Kramer
06/12/2023

With the biggest tech companies regaining stock market leadership, it’s understandable why investors and the media are attracted to these stocks. However, it’s tempting to forget how these same companies’ stock prices performed in 2022. This week, Kent Kramer shares some investment lessons to be learned from this AI/big tech story.

Chart of the Month – Oct 2023

Category: Investing » Diversification
By Ryan Lamoureux
10/10/2023

Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”

Chart of the Month – Nov 2022

Category: Investing » Diversification
By Michael Westphal
11/03/2022

The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.

Chart of the Month – May 2023

Category: Investing » Diversification
By Michael Westphal
05/04/2023

In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods. 

Chart of the Month – June 2023

Category: Investing » Diversification
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.

Chart of the Month – December 2023

Category: Investing » Diversification
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?