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 – 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 – Oct 2023
Category: Investing » Diversification
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
Fitch Downgrade: A Closer Look | Financial Perspectives
Category: Investing » Diversification
Fitch downgraded US government debt from its pristine AAA rating to one notch lower at AA+. While this news may raise some eyebrows, it is essential to keep it in perspective. This week, Matt Moklestad and Michael Westphal have a conversation about its implications and the necessity of diversification.
$1 Trillion!
Category: Investing » Diversification
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
A Pie of Different Flavors
Category: Investing » Diversification
Concentration Can Be a Killer
Category: Investing » Diversification
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.
May 22, 2020 Financial Perspectives
Category: Investing » Diversification
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
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
June 22, 2020 Financial Perspectives
Category: Investing » Diversification
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
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
Do Simple Better
Category: Investing » Diversification
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.
“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.
Inflation? We’ve planned for this.
Category: Investing » Diversification
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
Chart of the Month – July 2024
Category: Investing » Diversification
International Stocks – Are they necessary?
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.
Are You Getting the Top 4% of the Market? | Financial Perspectives
Category: Investing » Diversification
How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question.
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 – 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.
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.
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.