Blog | Podcast Appearances
Ben Hockema reviews the first quarter performance and updated economic data, while also looking ahead to the rest of 2024.
Behind the Scenes of Your Portfolio: Taxes & Asset Location
Often overlooked when thinking about your portfolio are the different ways that taxes are generated, based upon the type of accounts that own various asset classes. According to the “Vanguard Advisor’s Alpha” framework study from August 12, 2022, just by optimizing the location that different asset classes are held can add up to 0.60% annually in higher after-tax returns for investors!
February 2024 Market Update
Stocks advance in February with indexes like the S&P 500 and the NASDAQ hitting new highs. While a new high for an index is not a new thing, in fact it happens quite regularly and often without material consequence, there was a recent new high that is worth reflecting on. The Japanese equity index (the Nikkei 225) hit a new all-time high for the first time since 1989! We’ll do the math for you: that’s 34 years…
Behind the Scenes of Your Portfolio: Rebalancing
We are starting a new series of blog posts looking behind the scenes of how we manage portfolios for our ongoing clients. Many of these things have been discussed in various levels of detail in the past, but we wanted to give you a full picture of what happens on an ongoing basis. Let’s begin discussing “Rebalancing”…
2024 Market Outlook (Video)
Ben goes over his expectations for the 2024 capital markets via video.
2024 Market Outlook
Our 10-year return forecasts show increased opportunity across fixed income and real assets with a modest step back for equities. This makes for one of the more attractive risk-adjusted returns for fixed income relative to equity we have seen in several years.
Investment Note - Look for the Positive
Ben discusses the historical stock market positive performance amid endless negative news events, as well as the positive trends for this time of year.
Paying for College
When it comes to saving, sooner is always better than later. But when it comes to planning for higher education, it’s never to late to make a gameplan.