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Money Talk Quiz, July 2021

One hundred dollar bill making a statement.

Why did they say that?

Through articles on the Money Talk page and discussions during the weekly Money Talk Podcast, Landaas & Company advisors offer insights into the ever-changing financial markets. They help long-term investors make sense of what is going on and what it means to their portfolios. To see if you’re paying attention, try to provide the context for a sample of what advisors have talked about recently.

1.

“If anybody gave up on value over the past ten years, it might be time to start rethinking that.”

Paige Radke made this comment in a conversation in the May 28 Money Talk Podcast. What was the conversation about? (Choose one.)

  1. How investors should follow the Russell 1000 Value index to monitor volatility
  2. How the markets have favored growth-oriented stocks in recent years, but valuations and business cycle tendencies suggest potential for value stocks
  3. How retirees who haven’t bothered to look for good deals on merchandise at warehouse-style stores are missing out on cost savings
  4. How long-term investors should focus more on just finding stocks with the lowest share prices

(See correct answer below.)

2.

“A year ago or two years ago, if you would have told me, ‘Apple’s negative and Amazon is flat and Netflix is flat for the year, what do you think of the markets?’ I’d say, ‘Boy, we must be getting beat up.’”

Dave Sandstrom said this in the June 11 Money Talk Podcast. What was the context of Dave’s remark? (Choose one.)

  1. He was explaining why the markets are getting beat up
  2. He was saying why it’s a good time to invest in big technology companies
  3. He was pointing out the good news that there is broader participation in stock market growth
  4. He was observing how stocks with household names have become bellwethers of the broader market

(See correct answer below.)

3.

“Active managers care about risk. They care about opportunity, and that’s not something that’s captured when all you do is look at how big a company is.”

Kyle Tetting said that in the June 11 Money Talk Podcast to help explain which of the following? (Choose one.)

  1. Why it’s wise to include actively managed mutual funds along with index funds in a balanced portfolio
  2. Why small-cap stocks have tended to outperform large caps over the last year
  3. Why funds with younger managers often perform better
  4. Why passively managed index funds are considered more conservative

(See correct answer below.)

4.

“Here we are on the verge of spectacular economic recovery from the pandemic of our lifetimes, and people are worried about what might lie ahead. But it’s not that something bad might lie ahead. It’s that it could be too good.”

What was Art Rothschild talking about when he made this remark in the June 4 Money Talk Podcast? (Choose one.)

  1. The popularity of cryptocurrencies
  2. Federal stimulus spending, including proposals to spend more on infrastructure
  3. Concerns of inflation
  4. Fears of rising stock prices

(See correct answer below.)

Answers

1.

Answer: b. How the markets have favored growth-oriented stocks in recent years, but valuations and business cycle tendencies suggest potential for value stocks

Learn more
The outlook for value in your portfolio, a Money Talk Video with Kyle Tetting
Retaining value in your stock portfolio, a Money Talk Video with Marc Amateis
Earnings Yield: Valuing Stocks vs. Bonds, a Money Talk Video with Kyle Tetting
Dividend-paying stocks in your portfolio, a Money Talk Video with Steve Giles

2.

Answer: c. He was pointing out the good news that there is broader participation in stock market growth

Learn more
Support for stocks beyond the calendar, by Kyle Tetting
Concentrated gains, broad participation, by Kyle Tetting

3.

Answer: a. Why it’s wise to include actively managed mutual funds along with index funds in a balanced portfolio

Learn more
When Should I …consider actively managed funds? by Mike Hoelzl
“Active vs. Passive Management” 
in Mutual funds, from the Financial Industry Regulatory Authority
Talking Money: Active management, a Money Talk Video with Kyle Tetting
Correlation: How investment balance can shift, a Money Talk Video with Kyle Tetting

4.

Answer: a. Concerns of inflation

Learn more
Stocks offset fears of inflation over time, by Joel Dresang Market Risk: What You Don’t Know Can Hurt You, from the Financial Industry Regulatory Authority
Stocks: Long-term, consistent returns, a Money Talk Video with Dave Sandstrom
Talking Money: The importance of balance, a Money Talk Video

Previous Money Talk Quizzes
Money Talk Quiz, June 2021
Money Talk Quiz, May 2021
Money Talk Quiz, April 2021
(initially posted June 30, 2021)

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