Articles

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Coming soon: Improved investment views
In coming months, we’ll be upgrading how clients securely access their individual investment information.
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Past Articles
Allocation to optimize reward vs. risk
In a Money Talk Video from the 2020 Investment Outlook Seminar, Bob Landaas and Dave Sandstrom explain how investment mix is key to optimizing risk-adjusted returns. […]
Pessimism could send a contrary signal
By Kyle Tetting Economists at Yale University’s decades-long confidence surveys ask investors what they believe the probability is of a “catastrophic stock market crash in the U.S. in the next six months.” Individual investors were as pessimistic as ever in August, according to survey data. The most recent report shows little improvement. […]
Separating politics from portfolios
By Joel Dresang Economists from San Diego State University and the University of Kansas have studied the political partisan bias of mutual fund managers. What they found suggests investors are best served by separating their wallets from their ballots. […]
Challenging the rules on rules of thumb
By Kyle Tetting One area where rules of thumb miss the nuance of the individual investor is in ballparking how much retirement income investments can produce. […]

Staying active as conditions change
Active management offers flexibility not allowed in less-expensive index-tracking passive funds.
Investing for (unplanned) early retirement
For whatever reasons retirees reach the end of their work lives—whether early or on plan, trusting sound investment practices is key, Dave Sandstrom says. […]
