https://vimeo.com/672370493 Tad Weiss, CFP®, President of Modus Advisors, talks with our own Kari Haanstad to provide a 2021 year-end recap. Kari is our Chief Investment Advisor and resident Chartered Financial Analyst (CFA®). STOCK MARKET While 2021 was a relatively calm year for the
A Minute with Modus – What the Economic Rebound Means for Your Portfolio
A Minute with Modus - What the Economic Rebound Means for Your Portfolio Kari Haanstad, CFA®, discusses the "medicine" of fiscal and monetary stimulus and what the economic rebound means for your investment portfolio. Last year, many people were dealing with COVID-19. Our economy was also sick.
A Minute with Modus – Growth vs. Value in Today’s Market
A Minute with Modus - Growth vs. Value in Today's Market Kari Haanstad, CFA, explains that we are seeing a shift in leadership in the markets. Now is a great time to assess your portfolio to ensure you have enough exposure to the types of equities that thrive in the current market conditions. We
1Q 2021 Commentary
1Q21 Update Market Update What a difference a year makes! It’s hard to believe that, exactly one year from its low on March 23, 2020, the S&P 500 was up a staggering 81%. Over the course of the past 12 months, we’ve gone from virus to vaccine. From
3Q 2020 Commentary
3Q20 Update Market Update In a year chock full of “unprecedenteds” and “historics” and “never befores,” another one of those history-making moments of 2020 quietly happened during the third quarter. Despite the ongoing pandemic, continued high unemployment, mostly deserted
Staying Invested
Over the past weeks, we have explored stock market returns under both Democratic and Republican presidencies as well as during divided and unified administrations. We’ve also looked at the media’s predictive fallibility and the importance of staying in the market. What does all this mean for the
Divided vs. Unified Government
The presidency isn’t the only position up for election in November. National, state, and local positions are on the ballot as well. To accomplish what the president wants, he needs the support of some of these officials. Without that support, we oftentimes have gridlock, where nothing seems to get
Predicting the Future
Turn on the news or hop on the internet and you will find no shortage of predictions for the upcoming Presidential election, the economy, and the stock market. In many cases these predictions make all the sense in the world, and investors can be tempted to move their portfolio based on them. At
Do Politics Matter to the Market? The Long-Term View
In our last blog post we explored stock market performance based on who is in the Oval Office, a Republican or Democrat. Surprisingly, the average annual returns over the past 82 years turned out to be very similar. We came across another graph that emphasizes this point and shows the advantage of