Chart of the Month – Feb 2023
Category: Investing » Equity / Stocks
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 » Equity / Stocks
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!”
$1 Trillion!
Category: Investing » Equity / Stocks
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Emerging Markets – What Are They?
Category: Investing » Equity / Stocks
Lead Advisor, Matt Moklestad, dives into the hot topic of emerging markets. What are they and why should investors care about them?
Making the Best of It | Financial Perspectives
Category: Investing » Equity / Stocks
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.
A Look Under the Hood of a Bond Fund | Financial Perspectives
Category: Investing » Equity / Stocks
A lot of investors may be wondering how rising interest rates might be impacting their investments, so today, we're going to talk about bond funds -- how they operate, some of the details, and see how they're responding to this environment.
Stock Markets Are Positive This Year?
Category: Investing » Equity / Stocks
As this year exemplifies, stock markets have the tendency to do things we would never expect.
Concentration Can Be a Killer
Category: Investing » Equity / Stocks
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.
Investors Must Be Present to Win
Category: Investing » Equity / Stocks
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.
Chart of the Month – June 2023
Category: Investing » Equity / Stocks
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 – Nov 2022
Category: Investing » Equity / Stocks
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.
Chart of the Month – Jan 2023
Category: Investing » Equity / Stocks
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 » Equity / Stocks
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.