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Roadtrips & Recessions | Financial Perspectives

Category: Investing
By Kent Kramer
06/27/2022

The economy and markets are a bit like summer car travel/construction. There's a recession and/or a bear market in the rearview mirror, you're in one, or there is one right around the corner.

Making the Best of It | Financial Perspectives

Category: Investing
By Matt Moklestad
05/23/2022
It continues to be a volatile period for investors in stock and bond markets around the world. And while the news, like the weather, has seemed a little gloomy this spring, summer is around the corner and maybe it’s time to make the best of it! In today’s edition, Matt Moklestad, Lead Advisor – Institutional, discusses tax loss harvesting.

Knowing What Not To Do | Financial Perspectives

Category: Investing
By Kent Kramer
05/09/2022

Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.

How Can Investors Benefit from Higher Rates? | Financial Perspectives

Category: Investing
By Kent Kramer
04/25/2022
With inflation and interest rates rising, are there any silver linings for investors? One DIY US government bond investment you may not have heard about will soon be yielding over 9%. This week, Kent Kramer takes a look at I Bonds, what is happening in markets and the global economy, and what investors may want to know.

November 22, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
11/22/2021
In this week's Edition of Financial Perspectives, Kent Kramer chats with Mary Ellen Stanek, Co-Chief Investment Officer at Baird Asset Management. Baird specializes in risk-controlled fixed income management.

November 8, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
11/08/2021
You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?

October 25, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
10/25/2021
Kent Kramer recaps his top take-away moments from our event last week with Morgan Housel. Morgan used stories to illustrate lessons to help us understand behavioral finance and psychology and how that affects the way we invest.

October 11, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
10/11/2021
Friction can slow can down any machine. What was humming along only minutes or weeks ago, can labor under the strain of too little oil, a little sand in the gears, you name it. The US economy and markets have been seeing an increase in perceived frictions over the past month. Can we get back to smoother operations?

September 27th, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
09/27/2021
In Part two of our interview with Marlena Lee from Dimensional, Kent Kramer and Marlena dig deeper into changes to asset allocation and ESG investing risks and considerations.

August 24, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
08/24/2021
Is it possible to be too smart? Can a problem or set of circumstances be overanalyzed? Is there such a thing as too much information? There’s some evidence out there that this is indeed possible! Kent Kramer shares our perspective on what’s been happening in and around financial markets recently and what we think successful investors should be thinking about – without overthinking it!

June 21, 2021 Financial Perspectives

Category: Investing
By Matt Moklestad
06/21/2021
As investors we are bombarded with continuous news on the stock market and bonds. We think it can be helpful to take a step back and ask the question: are the indexes on the financial media a proper point of reference for you?

June 7, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
06/07/2021
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else? This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.