My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Category: Investing » Market History
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
10 Obstacles to Investing – and How to Overcome Them
Category: Investing » Market History
In the following article David draws on his years of experience talking with investors and academics alike to address some common hesitations all investors face from time to time.
Inflation Aware Investing
Category: Investing » Market History
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
Still Searching for the One?
Category: Investing » Market History
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
New Year – Rates are Rising | Financial Perspectives
Category: Investing » Market History
Welcome to 2022 where the news seem to focus, again, on rising rates –for COVID infections due to Omicron, inflation, and interest rates. The markets seem to be most concerned about interest rates. This week Kent Kramer looks at why that might be the case and what may be in store for interest rates in 2022.
Happy New Year? | Financial Perspectives
Category: Investing » Market History
Market returns for the first three weeks of 2022 have not been full of happy reports. US stocks, especially some of the biggest names and winners of 2020 and 2021 have fallen into what is called “correction” territory. Is inflation and the concern with rising interest rates the whole story?
Chart of the Month – Feb 2022
Category: Investing » Market History
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Is the Stock Market a Glass Half Full?
Category: Investing » Market History
The month of January was marked by negative returns for global stock markets. But, as the well-worn phrase, “Is your glass half full or half empty?” implies, our view of, or the way we feel about the state of markets as investors, may be more related to our personal dispositions than what the numbers indicate.
A Look Under the Hood of a Bond Fund | Financial Perspectives
Category: Investing » Market History
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.
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.
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?
Chart of the Month – Sept 2022
Category: Investing » Market History
Following Russia's invasion of Ukraine, gas prices spiked to a nationwide peak of $5.02/gallon on June 13, 2022. Since then, the price of gas has been coming down, but the discussions about it have not slowed at all.
“60% of the Time, It Works Every Time.”
Category: Investing » Market History
“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.
Three Categories of Risk for Retirement Income
Category: Investing » Market History
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Chart of the Month – Oct 2022
Category: Investing » Market History
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing » Market History
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.
Financial Risks That Are Not in the News
Category: Investing » Market History
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
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.
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.
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.