Beyond Traditional Investments Video
Breaking Down the Banking Headlines: Part One | Financial Perspectives
With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Michael Westphal provide context and insights to those questions. Tune in next week for part two, where we’ll be joined by Jim Plagge, President and CEO of Bank Iowa.
Breaking Down the Banking Headlines: Part Two | Financial Perspectives
With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Jim Plagge, President & CEO of Bank Iowa, provide context and insights to those questions.
Can Your Lifeboat Stay Afloat
Celebrating Saying Goodbye Day
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.
Changing with My Aging
Chart of the Month – Apr 2022
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
Chart of the Month – Feb 2023
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – February 2024
Chart of the Month – Jan 2023
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – January 2024
Chart of the Month – July 2022
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
Chart of the Month – July 2023
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
Chart of the Month – June 2022
There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.
Chart of the Month – June 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 – Mar 2022
Are you feeling the pain at the pump? What is driving oil prices higher?
Chart of the Month – Mar 2023
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – March 2024
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.
Chart of the Month – May 2022
Since the beginning of 2020, checkable deposits have quadrupled, giving consumers the ability to continue spending and withstand increased prices. What does this mean for inflation and prices in the future?