Chart of the Month – July 2024
Category: Investing » Market History
International Stocks – Are they necessary?
What’s Up (or Down) with the Bonds? | Financial Perspectives
Investors have been puzzled this year, maybe even disappointed, that the bond market broadly has seen negative returns. How can this be when many money markets and bonds have stated yields of more than 5%? This week, Kent Kramer explains why.
Chart of the Month – June 2024
Category: Investing » Market History
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
Chart of the Month – May 2024
Category: Investing » Market History
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Embracing Uncertainty
Category: Investing » Market History
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
3 Reasons to Own Foreign Stocks … Now! | Financial Perspectives
Category: Investing » Market History
You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect.
A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives
Category: Investing » Market History
In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.
Chart of the Month – April 2024
Category: Investing » Market History
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.
March: Predictable Madness and Markets | Financial Perspectives
Category: Investing » Market History
In the NCAA tournaments, uncertainty and underdogs pulling off the impossible upset of a top-ranked team is a certainty. This week, Kent Kramer observes how we can learn from March Madness and apply those observations to investing.
A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives
Category: Investing » Market History
In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.
Chart of the Month – April 2024
Category: Investing » Market History
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.
March: Predictable Madness and Markets | Financial Perspectives
Category: Investing » Market History
In the NCAA tournaments, uncertainty and underdogs pulling off the impossible upset of a top-ranked team is a certainty. This week, Kent Kramer observes how we can learn from March Madness and apply those observations to investing.
2024 Looks as Uncertain as Ever | Financial Perspectives
Category: Investing » Market History
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.
Chart of the Month – March 2024
Category: Investing » Market History
Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.
Navigating the Noise: A Reality Check on Fearful Headlines
Category: Investing » Market History
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
Basketball, Movies, and the Transformed Investor | Financial Perspectives
Category: Investing » Market History
In this week's edition of Financial Perspectives, Kent Kramer covers everything from basketball and movies to Nobel Prize winners and a unique investment journey with Dave Butler, Co-CEO of Dimensional Fund Advisors.
Watch "Tune Out the Noise": https://film.dimensional.com
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The Seesaw of Finance
There are parallels between concepts in finance and concepts in physics. Let's take a look.
Should I Invest in Bitcoin?
Category: Investing » Alternative Investments
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
Is a Bitcoin ETF a Fit for Your Plan? | Financial Perspectives
Category: Investing » Market History
Anytime there is something new that gets a lot of media attention, investors should ask themselves, "Is this an opportunity for me or a distraction for what really matters?" This week, Kent Kramer introduces the first of five investment principles for purposeful investors.
Chart of the Month – January 2024
Category: Investing » Market History