March 20, 2020 Financial Perspectives
Making the Best of It | Financial Perspectives
Making Sense of SECURE Act 2.0 | Financial Perspectives (In a Minute)
The SECURE Act 2.0 includes 90+ provisions designed to help savers and people in or near retirement. This week, Matt Moklestad highlights some of the key changes from the act.
Knowing What Not To Do | Financial Perspectives
Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.
June 8, 2020 Financial Perspectives
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?
June 7, 2021 Financial Perspectives
June 22, 2020 Financial Perspectives
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
June 21, 2021 Financial Perspectives
Is Fear the Only Thing to Fear? | Financial Perspectives
Fear can grab us and demand a response, such that fear itself can become the real danger. This week, Kent Kramer explores how fear and bad news can impact investing and some simple steps you could consider to avoid emotional investing.
Is ESG Investing Right for You? | Financial Perspectives
What is ESG Investing and what could you expect over the long term?
Is a Bitcoin ETF a Fit for Your Plan? | Financial Perspectives
Anytime there is something new that gets a lot of media attention, investors should ask themselves, "Is this an opportunity for me or a distraction for what really matters?" This week, Kent Kramer introduces the first of five investment principles for purposeful investors.
Inflation – How High & How Long? | Financial Perspectives
Index vs. Active – Tracking the Costs
Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)
What investor wouldn't like to have a little more return? This week, Kent Kramer breaks down the average investor return calculation and the options you may have to be better than average.
If You Had a Dollar for Every Financial Advisor that Just Wanted Your Money
How Much Should I Have in Stocks? | Financial Perspectives (In a Minute)
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.
How Much Should I Have in Stocks? | Financial Perspectives
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.
How Can Investors Benefit from Higher Rates? | Financial Perspectives
Happy New Year? | Financial Perspectives
Framing Recent Market Volatility | Financial Perspectives (In a Minute)
Has this been a worrying or boring month in investment markets? Has it been a volatile last four weeks reflecting the narrative in the news media? This week, Kent Kramer introduces framing theory and how we may apply this to investment markets.