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Do Small Company Stocks Like New Presidents?

Category: Investing » Diversification
By Kent Kramer
02/22/2021

In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?

June 22, 2020 Financial Perspectives

Category: Investing » Diversification
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

May 22, 2020 Financial Perspectives

Category: Investing » Diversification
By Matt Moklestad
05/22/2020
0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

May 15, 2020 Financial Perspectives

Category: Investing » Diversification
By Kent Kramer
05/15/2020
0:58 - Recap of the News this Week
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?

Do Simple Better

Category: Investing » Diversification
By Brad Rempe
03/27/2020
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

Timing Isn’t Everything

Category: Investing » Diversification
By Foster Group
08/01/2019
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Do You Have an All-Weather Portfolio?

Category: Investing » Diversification
By Jon Evans
03/15/2019
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.