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Investor optimism beyond Dow 40,000

By Kyle Tetting
As an investor in stocks, it pays to be an optimist. That’s easy to say as the Dow Jones Industrial Average recently traded above 40,000 for the first time. But perhaps some of the optimism is lost amid already-strong returns. Add in the general unease among consumers and a host of geopolitical concerns, and Dow 40,000 may not tell the whole story. In fact, the Dow’s records actually understate my optimism for the road ahead.

Bonds’ place in portfolios gets clearer

By Kyle Tetting
I appreciate a great question we received recently from a podcast listener, a question that resonates with many of the conversations I’ve had with balanced investors. In short, he wanted to know what role bonds should play if, for more than a decade, they’ve offered very little in the way of return. It was an especially relevant question for this listener as he explained he has been taking required minimum distributions recently.

Weathering winter, enjoying green shoots

By Kyle Tetting
While the typical April investing newsletters may point to green shoots for investing in stocks and the economy more broadly, I think it’s fair to say those sprouts emerged months ago. The current climate for investors resembles summer more than spring, with a strong growing season forecast and a steady economic backdrop. Stock prices reflect that optimism.

AI vs. dot-com: What investors should know

By Kyle Tetting
The rebrand is on. Amid the cryptocurrency craze in 2018 and the dot-com bubble of the 1990s, companies went out of their way to associate their brand with the flavor of the day. Most recently, the emergence of artificial intelligence has driven some outsized market gains and prompted many businesses to look at positioning themselves to benefit from the craze.

The science of communicating balance

By Kyle Tetting
Commuting between Kenosha and Milwaukee, I frequently listen to science and related podcasts and audiobooks. I gravitate toward generalists. The generalists who better grasp how to convert the complex to the digestible. Their lifework is not in the underlying science, it’s in communicating science. I see this as a significant aspect of my work as a financial advisor.

Changing calendar doesn’t change story

By Kyle Tetting
Simply put, investing isn’t a series of one-year decisions. At least the way we approach it, investing is a long-term view of risk and reward. We weigh the opportunity and try to set a course that maximizes the potential while minimizing the volatility. With that in mind, my annual looks ahead tend to focus less on where we’ll be in 12 months and more on the current conditions and what they mean for investing more broadly.

Stronger tools to be patient, grateful

By Kyle Tetting
In the vein of gratefulness, I’d be remiss if I didn’t mention how strong of a year it has been for investments. But, perhaps more notably than we’ve seen in a while, it has come in fits and starts.

2023 Investment Outlook Seminar

At the first in-person Investment Outlook Seminar in four years, Bob Landaas provided an overview of recent trends in the financial markets and the global economy. He shared his anticipation of where things are going and related it to long-term investors. Kyle Tetting elaborated on some of Bob’s points. Dave Sandstrom gave updates on retirement account rules. Enjoy the seminar on a Money Talk Video.

Lower inflation, lower Social Security raise

The Social Security Administration says beneficiaries will get a raise of 3.2% beginning in January. […]

2023 Investment Outlook Seminar Quiz

Test your awareness of the 2023 Investment Outlook Seminar. Take a 10-question multiple-choice quiz. You have nothing to lose, and the answers include links to further resources. […]

Skating through the latest uncertainty

By Kyle Tetting
Amid strong returns through July, investors have finally felt weakness in the past couple of months as the looming shutdown returned uncertainty to the economic outlook. Taking a pause in the run-up is healthy, allowing investors to reassess positioning. But it also challenges investors who benefitted from heavier equity exposure earlier in the year.

Implementing data, cultivating outlook

By Kyle Tetting
In a 2021 interview, a John Deere executive disclosed that the farming equipment manufacturer employed more software engineers than mechanical engineers. Fast-forward a couple of years to an Artificial Intelligence revolution, and the 1837 company’s transformation to a technology business makes sense. It’s not that the basics of farming have changed drastically, it’s that we’ve created equipment capable of precisely measuring the minutiae of critical tasks. Learning to employ all that information takes time.

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