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Investor optimism beyond Dow 40,000
“In fact, the Dow’s records actually understate my optimism for the road ahead.”
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Past Articles
Money Talk Quiz, September 2023
Multiple-choice questions from recent Money Talk Podcast episodes. Answers include links to more information. […]
Guarding wealth against elusive decline
By Joel Dresang Researchers have found that many investors fear mishandling their wealth amid the cognitive deterioration that accompanies old age. And while a seemingly easy solution is to designate someone you trust to take control for you before you lose it, like King Lear, the tricky point is timing. […]
2023 Investment Outlook Seminar Registration
We haven’t done this for a while, but we’re resuming our annual in-person client investment outlook seminar. We look forward to seeing you. Please reserve your spot for one of our two seminars: 7 p.m., Tuesday, September 19 or 9:30 a.m., Wednesday, September 27 Bob Landaas will provide an overview of the markets and the economy…
How to respond to the calm of summer
By Kyle Tetting The summer of 2022 may have conditioned investors to expect more volatility. Absent the shocking inflation numbers of last June, it’s difficult to match the market movements we saw a year ago. But it’s also clear that the economic landscape now appears much less uncertain. […]
Golf outing that’s a game changer
The Dads Open Classic Scramble drives to help new generations learn life lessons from golf. […]
Do you need to worry about retirement?
By Joel Dresang Overconfidence can be hazardous to investors. Research economists at Boston College have found that nearly half of all households are at risk of not affording their retirement. But only about one third acknowledge it. Most at risk: High earners. […]