Financial Perspectives: Video Insights
Watch our video insights series that covers economic and financial market news, a wide range of personal financial planning ideas, and investment topics.
Latest Videos
Latest Videos
Watch our video insights series that covers economic and financial market news, a wide range of personal financial planning ideas, and investment topics.
5 Market Downturns & Surprising Lessons Learned
June 16, 2025
This month, Kent Kramer tackles the question, ‘Is it different this time?’ by analyzing what’s different and what’s the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility.
How Much Income Do I Need in Retirement?
May 19, 2025
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life’s curveballs in retirement.
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Am I Ok? Income Planning & Portfolio Preparedness
April 14, 2025
Market periods like these have a way of making virtually everyone ask the questions, “Am I okay? Is my financial plan going to survive these latest seismic events?” This week, Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.
Tariffs, Turmoil, and Market Decline
April 7, 2025
What’s the rationale behind the steep new US tariffs and what does that mean for an investor’s portfolio? What can or should we do as investors? In this special edition Financial Perspectives, Kent Kramer covers the announced tariffs, the impact on markets, and the dos and don’ts during market turmoil.
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