Articles

A multiple-choice quiz covering the 2022 Investment Outlook Seminar includes links to further resources in the answers. […]

By Kyle Tetting That’s the good news. Despite the generally sour mood on the heels of significant declines in stock and bond prices, broad market measures are stable, and economic indicators have continued to show signs of growth. But even with some renewed optimism, it’s never all good. […]

Milwaukee’s Urban Ecology Center connects city residents with nature and one another. […]

By Kyle Tetting I’m frequently asked, especially recently, how we know we’re in a recession. To be technical, we aren’t officially in a recession until the National Bureau of Economic Research (NBER) says we are in a recession. And, while GDP growth is a consideration, the NBER looks at the pace of broad economic activity over the span of months in making their determination. I bring up the technical definition as it reminds me just how irrelevant the actual pronouncement may be for our expectations.

By Joel Dresang Patience is a necessary virtue for long-term investors. It directs us to stay still instead of rushing for the exit during stock sell-offs. It cautions us to remain calm as we watch the declining value of bonds we may be counting on in the short run. […]

By Kyle Tetting Earnings and interest rates. As I explained recent weakness in markets with some very patient clients in my office, those words brought me back to reality. I’d spent a few minutes opining on the actions of the Federal Reserve, the prospects of recession and the pressures of inflation. When I had finished my dissertation, my clients asked a simple question: “What are those two things Bob always told us mattered?”