Investment Insight

Updates and articles on timely topics from the Investment Team.

Investment Insight: Sticking with What Works–The World Cup, Brexit, and Investing

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Director of Investments & Research
Published July 26, 2018

Although it may not be immediately apparent depending on where you’re reading this, much of the world is currently engrossed in the World Cup. The 2018 FIFA World Cup (including 64 total matches) is being hosted in cities throughout Russia, with the championship match to be played on July 15th. The largest tournament of the world’s most popular sport often takes over the lives of its fans – typically ranking as the most watched global event every four years. As a frame of reference, while the ... [Continue Reading]

What the U.S. Open and Mutual Fund Investing Have in Common

James Michael Yaworski
James Michael Yaworski, CFA
Investment Research & Trading Specialist
Published June 1, 2018

The 118th U.S. Open Championship will be held this month at Shinnecock Hills Golf Club, located in New York. The second major tournament of the year is known for pairing an intensely competitive group of players with an extremely difficult golf course. Unlike most tour events, it’s not uncommon for the champion to be above par for the entire tournament. Although the world’s best golfers are attracted to the tournament for its storied tradition and the prestige of winning one of golf’s four ... [Continue Reading]

Investment Insight: In Like a Lamb, Out Like a Lion

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Director of Investments & Research
Published April 23, 2018

Although much of the Minnesota landscape is currently covered in a fresh blanket of snow, rearranging the order of the oft-quoted springtime idiom more aptly describes the first quarter behavior of equity markets than it does the weather. It was once again a reminder that the animal spirits of markets don’t always follow the seasons. The year began where 2017 left off, with global stock markets carrying their strong positive momentum into the new year. In fact, the S&P 500 index hit ten ... [Continue Reading]

Investment Insight – Play-Doh, Palm-Reading, and Predictions: How Clear is the Future in the Markets?

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Director of Investments & Research
Published January 16, 2018

Over the holidays, I sat at our kitchen table after breakfast, drinking coffee and reading the paper while my five-year-old rolled, sculpted, and ultimately smashed flat the hot pink Play-Doh that Santa so generously left in her stocking Christmas morning. As her wonderfully messy creative expression came out through this oh-so familiar medium, I commented to her that it would be easy to read her palm with all the lines and creases of her hands so brightly illuminated. Not surprisingly, her ... [Continue Reading]

Investment Insight: Sticking with Your Investment Approach in the Tough Times

Adam Hoffmann
Adam Hoffmann, CFP®, AIF®
Director of Investments & Research
Published November 2, 2017

During our recent client event presentation at the Minnesota History Center, we discussed the importance of asking good questions. In a world in which most of us carry around small computers in our pockets that are capable of tapping into a seemingly infinite pool of data and information that is the internet, the value of the answers we find corresponds directly with the quality of the questions we ask. When exploring answers for many commonly asked financial questions, the risk that one faces ... [Continue Reading]

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