Chart of the Month – Mar 2023
Category: Investing » Equity / Stocks
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – June 2024
Category: Investing » Equity / Stocks
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
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 – July 2024
Category: Investing » Equity / Stocks
International Stocks – Are they necessary?
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 – February 2025
Category: Investing » Equity / Stocks
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
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?
A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives
Category: Investing » Equity / Stocks
In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.
3 Reasons to Own Foreign Stocks … Now! | Financial Perspectives
Category: Investing » Equity / Stocks
You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect.
2022 In Review: What Did We Learn? | Financial Perspectives
Category: Investing » Equity / Stocks
2022 was one of those years many would like to forget – but before we put it completely in the rear-view mirror, what are the lessons that we can take forward to help us in 2023?
$1 Trillion!
Category: Investing » Equity / Stocks
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Equity / Stocks
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
“60% of the Time, It Works Every Time.”
Category: Investing » Equity / Stocks
“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.