Recent Content

SORT BY
NEWEST

Cryptocurrency: Not for the Faint of Heart

Category: Investing
By Ryan Lamoureux
07/23/2021

Will cryptocurrency replace the $20 bill in your pocket? Will the decentralization/digitization of currency end up solving anything? Will it be of long-term value? Or will it end up being only a place for speculators to try and capitalize on the sentiment of others? Anyone wanting to allocate to cryptocurrency should understand the inherent uncertainty and volatility of this relatively new digital commodity.

June 21, 2021 Financial Perspectives

Category: Investing
By Matt Moklestad
06/21/2021
As investors we are bombarded with continuous news on the stock market and bonds. We think it can be helpful to take a step back and ask the question: are the indexes on the financial media a proper point of reference for you?

June 7, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
06/07/2021
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else? This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.

Decoding Crypto(currency) Webinar, June 3, 2021

Category: Investing
By Foster Group
06/03/2021
Are you curious about all the buzz around Cryptocurrency? What is it and should you consider investing in it? Tune in to our on-demand webinar where Kent Kramer, Jason Brown, and Ryne Oller dive into decoding cryptocurrency.

May 24, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
05/24/2021
This week Kent Kramer talks with Daniel Wallick from Vanguard for part two of our interview. This second part focuses on constructing a portfolio, different types of primary goals, and comparing your success to others’.

May 10, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
05/10/2021
Daniel Wallick joins us from Vanguard for a two-part interview on our bi-monthly Financial Perspectives. This first part centers on interest rates, inflation, and the bond market. Are you wondering about what part bonds play in your portfolio and what do interest rates and potential inflation have to do with that?

Good News About Portfolio Costs from DFA

Category: Investing
By Matt Moklestad
03/10/2020
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020. 

10 Mistakes Investors Make Without Advisors

Category: Investing
By Foster Group
03/03/2020
Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.

How Elections Affect the Market

Category: Investing
By Kent Kramer
02/28/2020
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets. 

Embrace Uncertainty!

Category: Investing
By Kent Kramer
12/30/2019
We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

Category: Investing
By Kent Kramer
11/18/2019
While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.