In my last post, I included Warren Buffet’s quote that investing should be simple but it’s not always easy. Diversifying investments among several different categories of stocks with different economic, financial,...
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The S&P 500 vs "Everything Else"
- May 4, 2023
Historical market performance is not indicative of future returns, even when it comes to the S&P 500.
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Matt Weier, CFA, CFP®
Partner
April 12th, 2023
10 Timeless Basics for Investment Success Regardless of Market Conditions
It has been about fifteen months since stock prices last peaked and nearly a year since entering Bear Market territory. After reaching a low in October, down 25%, the S&P 500 has recovered about half of this...
March 15th, 2023
A Summary of the Silicon Valley Bank Failure
You may have heard about the failure of Silicon Valley Bank (SVB) and have some questions about it. I’ll share the short story on the bank without getting too far into the nuances of bank regulation and balance...
January 13th, 2023
Three Humbling Years in Markets
Financial markets have a certain way of humbling investors from time to time. The last three years have been a prime example. One could be forgiven for assuming that a once-in-a-hundred-year pandemic that halts a...
October 13th, 2022
Bear Markets are Not Enjoyable but Brighter Days are Ahead
It’s been a difficult year for financial markets. All three quarters this year have experienced negative returns for stock prices, higher interest rates and resulting lower bond prices, and more question marks...
July 14th, 2022
Current Market Decline - Are We There Yet?
Like the seemingly endless summer road trip, the current decline in financial market prices feels like it is lasting forever. It isn’t hard to imagine ourselves in the back seat shouting at the driver, “Are we...
7 Questions 3M Employees Need to Answer
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
April 14th, 2022
Setting Realistic Investment Risk Expectations
Only three months into the new year and it feels like a year’s worth of events have already happened in the economy and financial markets.
April 1st, 2022
Setting Normal Investment Expectations
A CEO of a large investment firm once told a story about a dinner conversation with the head of a large investment fund.
February 28th, 2022
A Short Note on Market Perspective
Well, this doesn’t feel good. Many of us came into 2022 thinking, “This is the year!” The pandemic looked to be easing. Supply chain problems were going to get better so we could get our stuff sooner. Sure, we’ve...
January 13th, 2022
29 Reasons Stocks Shouldn't Have Gone Up in 2021
Investment markets’ ability to seemingly defy expectations continued in 2021. There were probably 7,296 reasons why stocks shouldn’t have gone up in a straight line. I’m exaggerating slightly, but here’s an...
October 15th, 2021
There Are No Facts About the Future
Fact: The S&P 500 has experienced 54 record highs in 2021.
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