Category: Investing

  • Bonds’ place in portfolios gets clearer

    Scales

    Questions may be my favorite part of client meetings.

  • Weathering winter, enjoying green shoots

    Watering can watering dollar bills

    Our gentler winter parallels with our recent experience as investors and in the economy.

  • AI vs. dot-com: What investors should know

    Lightbulb with a graph background

    While Microsoft and Nvidia stand to benefit from the rise in AI, they won’t be alone.

  • The science of communicating balance

    weather vane

    “At the end of the day, we have to be good investment communicators.”

  • Changing calendar doesn’t change story

    Mardi gras mask on money

    “Every new year begins with a host of questions. For 2024, those questions center around some common themes.”

  • 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. […]

  • Paper-free or pay for fees

    Beginning in January, Pershing LLC is imposing a $2 monthly paper subscription fee on clients who are not yet receiving all communications electronically. Pershing, the clearinghouse used by Landaas & Company, also will charge $10 annually per account for paper tax documents clients receive. […]

  • 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…