January 11, 2021 Financial Perspectives
2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?
January 25, 2021 Financial Perspectives
Four years ago, Donald Trump was elected President of the United States and small company stocks went up over 20% in three months post-election. In the three months since Joe Biden was elected President of the United States, small company stocks are up over 30%. Do small company stock investors just like new Presidents?
January 29, 2021 Financial Perspectives
What game is being played between Reddit and Wall Street? This week we explore what's been going on with GameStop stock and how short selling works.
February 8, 2021 Financial Perspectives
After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.
February 22, 2021 Financial Perspectives
Every week it seems there is a new story about which investment, which “trade”, is making amazing money. Each new story brings a sense of urgency, act quickly before it’s too late. You can’t afford to miss out on this one. There are at least 3 important risks investors should pay attention to, some are urgent, some are important, some are both, some are neither.
March 22, 2021 Financial Perspectives
Many indicators say the US and global economy are growing at rates faster than expected. Most of this is welcome news given the past 12 months. But is there a danger the economy could overheat? Inflation continues to be on the minds of some, should it be on yours as well?
April 12, 2021 Financial Perspectives
One of my favorite comedians has always been Steve Martin. One of his funnier routines was “let’s get small.” Lately small company stocks have been outperforming their large company counterparts and it’s hard not to notice. What is a small company and why the outperformance recently?
April 26, 2021 Financial Perspectives
Markets have been reaching some all-time highs recently. US stock markets, foreign stock markets, even newer assets like bitcoin, SPACs, and NFTs have been soaring much of the past six months. At these relatively high values more than a few skeptics are predicting a fall. Some say correction – a temporary minor adjustment; some say crash – major problem ahead. Is there a reason to be acrophobic – fearful about markets at record heights?
May 10, 2021 Financial Perspectives
Category: Investing » Fixed Income / Bonds
Daniel Wallick joins us from Vanguard for a two-part interview on our bi-monthly Financial Perspectives. This first part centers on interest rates, inflation, and the bond market. Are you wondering about what part bonds play in your portfolio and what do interest rates and potential inflation have to do with that?
December 13, 2021 Financial Perspectives
Category: Investing
Are you wondering what happened to that big tax and spending bill that was working its way through Congress, you know the one that was supposed to raise taxes on most Americans with incomes over $400,000 and invest heavily in various domestic programs? You’re not alone. This week Kent Kramer discusses what is in and what is out of the latest rendition of the Build Back Better Bill.
Webinar: Financial Forecasts for 2022: When to React. When to Relax.
Category: Foster Group
Welcome to the noisiest time of the year, with pundits predicting boom or bust for your portfolio in 2022. In the webinar, you'll learn about: The risk of acting on predictions, the importance of a long-term investment plan, and predictions that never panned out.
Happy New Year? | Financial Perspectives
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?
Meta Does Not Equal Value | Financial Perspectives
Category: Investing » Equity / Stocks
The headlines last week included “Faceplant”, and “Metaflop” following Meta’s disappointing earnings and new users numbers. As interesting as the metaverse may be, it turns out investors still want real world results when it comes to their investments.
Inflation – How High & How Long? | Financial Perspectives
Category: Investing » Interest Rates
While the war in Ukraine is in day 25, leaders around the world are looking to not only stem that two-nation conflict, but also to tame the higher-than-expected global inflation which threatens to slow or derail the post-pandemic economic recovery that had been underway.
Q1 Wrap Up: Ukraine, Inflation, Interest Rates | Financial Perspectives
The first quarter of 2022 is in the books and once again, surprising events dominated the news. Russia invading Ukraine and the continued climb in inflation were the focus of attention and for good reason. In this week's Financial Perspectives, we'll take a look at what is happening in markets and the global economy and what investors may want to know.
Webinar: Uncertainty in Ukraine (and Beyond)
How do we deal with uncertainty in a globally connected world? Uncertainty is nothing new. It's an ongoing factor in global markets that can be embraced and often managed in investment portfolios. In this webinar, we will cover: potential impacts of Russia and Ukraine on your portfolio, the ripple effects of the war on inflation, interest rates, oil, and continuing market volatility, thoughts on what you could consider doing now, and updates regarding ongoing developments.
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.
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.
Optimistic Pessimists? | Financial Perspectives
Category: Investing
Sometimes being double minded is a problem. But could being optimistic and pessimistic at the same time be a good thing for an investor? Surprisingly, the answer may be yes!
Optimistic Pessimists? | Financial Perspectives (In a Minute)
Category: Investing
Sometimes being double minded is a problem. But could being optimistic and pessimistic at the same time be a good thing for an investor? Surprisingly, the answer may be yes!
Roadtrips & Recessions | Financial Perspectives
The economy and markets are a bit like summer car travel/construction. There's a recession and/or a bear market in the rearview mirror, you're in one, or there is one right around the corner.