Matt Weier, CFA, CFP®

Partner

The S&P 500 vs

The S&P 500 vs "Everything Else"

Investments

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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10 Timeless Basics for Investment Success Regardless of Market Conditions

10 Timeless Basics for Investment Success Regardless of Market Conditions

Investments

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...

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A Summary of the Silicon Valley Bank Failure

A Summary of the Silicon Valley Bank Failure

Investments

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...

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Three Humbling Years in Markets

Three Humbling Years in Markets

Investments

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...

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Bear Markets are Not Enjoyable but Brighter Days are Ahead

Bear Markets are Not Enjoyable but Brighter Days are Ahead

Investments

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...

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Current Market Decline - Are We There Yet?

Current Market Decline - Are We There Yet?

Investments

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...

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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.
Get the Answers
What to Do in a Bear Market*

What to Do in a Bear Market*

Investments

Nothing.

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Setting Realistic Investment Risk Expectations

Setting Realistic Investment Risk Expectations

Investments

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.

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Setting Normal Investment Expectations

Setting Normal Investment Expectations

Investments

A CEO of a large investment firm once told a story about a dinner conversation with the head of a large investment fund.  

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A Short Note on Market Perspective

A Short Note on Market Perspective

Investments

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...

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29 Reasons Stocks Shouldn't Have Gone Up in 2021

29 Reasons Stocks Shouldn't Have Gone Up in 2021

Investments

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...

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There Are No Facts About the Future

There Are No Facts About the Future

Investments

 

Fact: The S&P 500 has experienced 54 record highs in 2021.

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