Making the Most of a Bear Market
Category: Investing » Market History
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
What Can You Expect in 2023? | Financial Perspectives (In a Minute)
Category: Investing » Market History
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.
Positives About the Market
Category: Investing » Market History
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.
2022 In Review: What Did We Learn? | Financial Perspectives
Category: Investing » Market History
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?
Chart of the Month – Jan 2023
Category: Investing » Market History
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 – Dec 2022
Category: Investing » Market History
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
What Did You Expect? | Financial Perspectives (In a Minute)
Category: Investing » Market History
"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.
Poker Lessons. Expect to Be Surprised. | Financial Perspectives
Category: Investing » Market History
Poker is great training ground for evaluating circumstances where you may have enough information to know the odds of success or failure, but not enough information to guarantee the outcome -- a lot like investing. This week, Kent Kramer looks at how understanding odds and probability can help make sense of elections and investment markets.
Chart of the Month – Nov 2022
Category: Investing » Market History
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.
Webinar: Making Your Own Path Through Election Year Financial Markets
Category: Investing » Market History
There's always concern and uncertainty present in election years. Predicting the markets impact of potential political transition isn't easy for anyone. With inflation rising, it's understandable to be concerned. Is there another way to think about the unknown?
How Much Should I Have in Stocks? | Financial Perspectives
Category: Investing » Market History
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 (In a Minute)
Category: Investing » Market History
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.
Having Faith When It’s Scary
Category: Investing » Market History
Market volatility can sometimes be downright scary. The other day, I read that the quarter ending June 30th was the 16th worst quarter in the history of the stock market. Even worse, the first quarter was bad too, making it one of the very worst six-month periods in nearly a century. How does an investor respond?
Is Now a Good Time to Invest? | Financial Perspectives (In a Minute)
Category: Investing » Market History
A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.
Is Now a Good Time to Invest? | Financial Perspectives
Category: Investing » Market History
A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.
Recession “Reaction”
Category: Investing » Market History
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
Bear Markets and Life Jackets
Category: Investing » Market History
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
What to Do When the Market Is in a Bad Mood
Category: Investing » Market History
When the going is good, we’re not all that concerned with asking or answering the question. It is when the going gets tough, like right now, that we find ourselves more interested in asking. So, “What should we do?”
Are You in the Bear Market Buyer’s Club?
Category: Investing » Market History
For the person who is currently contributing to a portfolio and does not need to take distributions anytime soon, this is a gift. That’s right, a bear market is a gift to those investors. If you are contributing to an investment account right now, you are already in the Bear Market Buyer’s Club.
Investors Must Be Present to Win
Category: Investing » Market History
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.
How Can Investors Benefit from Higher Rates? | Financial Perspectives
With inflation and interest rates rising, are there any silver linings for investors? One DIY US government bond investment you may not have heard about will soon be yielding over 9%. This week, Kent Kramer takes a look at I Bonds, what is happening in markets and the global economy, and what investors may want to know.