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!”
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?
$1 Trillion!
Category: Investing » Equity / Stocks
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
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.
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.
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.
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 – April 2024
Category: Investing » Equity / Stocks
Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.
Chart of the Month – March 2024
Category: Investing » Equity / Stocks
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 – 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 – Feb 2022
Category: Investing » Equity / Stocks
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.