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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.

June 8, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
06/08/2020
1:45 - Last Week's News
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?

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.

June 22, 2020 Financial Perspectives

Category: Investing
By Matt Moklestad
06/22/2020
0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs

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?

July 28, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
07/28/2020

1:14 - News: July 13th - July 24th
4:06 - Market News: July 13th - July 24th
5:40 - Are We There Yet?
7:56 - Which Party Is Better?
11:10 - Seeing Only the Negative

Is Fear the Only Thing to Fear? | Financial Perspectives

Category: Investing
By Kent Kramer
04/10/2023

Fear can grab us and demand a response, such that fear itself can become the real danger. This week, Kent Kramer explores how fear and bad news can impact investing and some simple steps you could consider to avoid emotional investing.

Inflation – How High & How Long? | Financial Perspectives

Category: Investing
By Kent Kramer
03/21/2022
While the war in Ukraine is in day 25, leaders around the world are looking to not only stem that two-nation conflict, but also to tame the higher-than-expected global inflation which threatens to slow or derail the post-pandemic economic recovery that had been underway.

How Much Should I Have in Stocks? | Financial Perspectives

Category: Investing
By Kent Kramer
08/22/2022

Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.

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.