Taking the Long View in a Short-Term World
Category: Investing » Diversification
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
How the “Little Guy” Really Wins in the Market
Category: Investing » Diversification
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
Category: Investing » Diversification
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
Category: Investing » Diversification
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.
An Investment Portfolio Is Like a Good Smoothie
Category: Investing » Diversification
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Category: Investing » Diversification
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Happy New Year? | Financial Perspectives
Category: Investing » Diversification
Market returns for the first three weeks of 2022 have not been full of happy reports. US stocks, especially some of the biggest names and winners of 2020 and 2021 have fallen into what is called “correction” territory. Is inflation and the concern with rising interest rates the whole story?
Nervous About the Market? Maybe You Need a Lifeboat.
Category: Investing » Diversification
Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.
“60% of the Time, It Works Every Time.”
Category: Investing » Diversification
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Chart of the Month – Nov 2022
Category: Investing » Diversification
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
Running to Retirement
Category: Investing » Diversification
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Chart of the Month – Jan 2023
Category: Investing » Diversification
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 – Feb 2023
Category: Investing » Diversification
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – Mar 2023
Category: Investing » Diversification
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – May 2023
Category: Investing » Diversification
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
ChatGPT & The Big 8 | Financial Perspectives
Category: Investing » Diversification
With the biggest tech companies regaining stock market leadership, it’s understandable why investors and the media are attracted to these stocks. However, it’s tempting to forget how these same companies’ stock prices performed in 2022. This week, Kent Kramer shares some investment lessons to be learned from this AI/big tech story.
Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)
Category: Investing » Diversification
Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.
Chart of the Month – June 2023
Category: Investing » Diversification
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.
What’s Going On With The US Dollar? | Financial Perspectives
Category: Investing » Diversification
A quick Google search on “US dollar collapse” yields 183 million results. Obviously, there has been plenty to create a stir. This week, Kent Kramer and Michael Westphal have a conversation around what is, or isn't, going on with the US dollar.
Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)
Category: Investing » Diversification
What investor wouldn't like to have a little more return? This week, Kent Kramer breaks down the average investor return calculation and the options you may have to be better than average.
Fitch Downgrade – A Closer Look
Category: Investing » Diversification
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.