Elections and Your Money Q&A
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.
September 21, 2020 Financial Perspectives
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
January 25, 2021 Financial Perspectives
January 29, 2021 Financial Perspectives
My Favorite Blog Posts and Podcast Episodes from 2020
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
June 7, 2021 Financial Perspectives
Are You Afraid of (Market) Heights?
Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”
What’s Your Best Buy: Firm Foundation or Castle In the Air?
If an investor could discover the true worth of a company, a piece of real estate or even an idea, where “true worth” equated to the future value or price that others would pay, success would be almost certain to follow. Those opportunities that were priced significantly lower than the future value would be automatic buys. The one’s with higher prices today than the future price would be ones to avoid. If only it were that simple!
August 24, 2021 Financial Perspectives
2024 Looks as Uncertain as Ever | Financial Perspectives
The world is, and has always been, a surprising and uncertain place. This week, Kent Kramer dives into Foster Group's foundational investment principle #2: Embrace Uncertainty. He provides four positive reasons to embrace uncertainty and two big dangers of not embracing it.
October 25, 2021 Financial Perspectives
Why Index Funds Don’t Work for Some People
Index funds are popular investment tools for good reason. They are low cost, effective ways to capture market return. Choosing to use index funds is only half the battle though; you must use them correctly to truly benefit.
Navigating the Noise: A Reality Check on Fearful Headlines
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
Positives About the Market
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.