Matt Weier, CFA, CFP®

Partner

Markets & The Economy Defied Expectations in 2023. We Should Expect That.

Markets & The Economy Defied Expectations in 2023. We Should Expect That.

Investments

I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when those expectations...

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Why Not Just Lock-in 5% Interest?

Why Not Just Lock-in 5% Interest?

Investments

Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two years ago, the...

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How's the Market Doing? It Depends.

How's the Market Doing? It Depends.

Investments

How’s the Market Doing? It Depends.         

A simple and innocent question greeted with the most unsatisfying and noncommittal answer possible. Sorry. But it’s true. It depends on the market in question – stocks, bonds,...

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Market Expectations Don’t Equal Outcomes in the Short-term

Market Expectations Don’t Equal Outcomes in the Short-term

Investments

I hope everyone is having an enjoyable summer so far. I’ll do my best to keep it that way by making this update brief so you can return to your summer pastimes.

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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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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
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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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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