What Did You Expect? | Financial Perspectives (In a Minute)
"Everything good in life is just the gap between expectations and reality." - Morgan Housel. This week, Kent Kramer shares his thoughts on market history and setting expectations.
Year-End Opportunities & Cautions | Financial Perspectives
It's that time of year – what's left on your list for 2022? This week, Kent Kramer discusses three possible ways to save on taxes, one possible way to increase the return on your cash, and one cautionary tale as a reminder as we think about investing in 2023.
2022 In Review: What Did We Learn? | Financial Perspectives
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?
What Can You Expect in 2023? | Financial Perspectives (In a Minute)
As we head into 2023, the question we get most often is, "What's next for markets and what can we expect in our portfolios?" This week, Kent Kramer and Ryne Oller try to answer just that.
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.
Recessions, Retirement, & Investments | Financial Perspectives (In a Minute)
There's a lot of talk in the news about recession. Are we in one? Is there one coming? How long or how deep might that recession be? This week, Kent Kramer walks us through what different economists think might occur.
Debt Ceiling Politics & Markets | Financial Perspectives
Politics are always in the news. Right now, we're hearing a lot about the debt ceiling and the need to increase the US debt ceiling so the government can pay their bills ... or maybe not. This week, Kent Kramer provides an overview of debt ceiling history and what we are seeing today.
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.
Positives About the Market
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
Can Your Lifeboat Stay Afloat
Identify Your Why
Timing Isn’t Everything
An Executive’s Financial Guide
10 Mistakes Investors Make Without Advisors
Living in Fear of a Market Downturn?
Decoding Crypto(currency) Webinar, June 3, 2021
Six Key Ideas for Navigating Markets for the Rest of 2022
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Webinar: Elections & Your Money
How will the election affect your financial life? In this webinar, learn how financial markets might react and how you might be tempted to respond.
What if Inflation Isn’t Quite Done? | Financial Perspectives
This month, Kent Kramer and Caleb Brown discuss insights on how inflation could impact your financial plan and portfolio. Learn how to prepare for inflation, plan for future spending, and invest wisely for your retirement.
Investments Are Long-Term; Brackets Are Short-Term.
As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.