Satisfying Your Tastes and Preferences for Investing and Dining

Category: Investing » Asset Allocation

By Kent Kramer

10/18/2019

If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?

Keep Three Buckets in Your Retirement Boat

Category: Investing » Asset Allocation

By Brad Rempe

10/22/2019

One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.

Selecting the Best Ingredients for Your Portfolio

Category: Investing » Asset Allocation

By Kent Kramer

11/26/2019

In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.

Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/03/2020

In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20

March 20, 2020 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

03/20/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.

Do Simple Better

Category: Investing » Asset Allocation

By Brad Rempe

03/27/2020

A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

March 27, 2020 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

03/27/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

April 17, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Kent Kramer

04/17/2020

Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.

Vaccine for Physician Pocketbooks

Category: Investing » Asset Allocation

By Ross Polking

05/07/2020

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/03/2020

In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20

March 20, 2020 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

03/20/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.

Do Simple Better

Category: Investing » Asset Allocation

By Brad Rempe

03/27/2020

A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

March 27, 2020 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

03/27/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

April 17, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Kent Kramer

04/17/2020

Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.

Vaccine for Physician Pocketbooks

Category: Investing » Asset Allocation

By Ross Polking

05/07/2020

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

ESG Investing. What Does It Mean to be a Responsible Investor?

Category: Investing » Asset Allocation

By Kent Kramer

06/10/2020

ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.

What This Year Reminds Us About Fixed Income

Category: Investing » Asset Allocation

By Matt Moklestad

11/24/2020

This year has reminded us of the many important roles that fixed income can play in portfolios.

It’s Worth the Trip!

Category: Investing » Asset Allocation

By Joe Bantz

03/12/2021

We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors. 

September 27th, 2021 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

09/27/2021

In Part two of our interview with Marlena Lee from Dimensional, Kent Kramer and Marlena dig deeper into changes to asset allocation and ESG investing risks and considerations.

Emerging Markets – What Are They?

Category: Investing » Asset Allocation

By Matt Moklestad

09/30/2021

Lead Advisor, Matt Moklestad, dives into the hot topic of emerging markets. What are they and why should investors care about them?

Barbell Portfolios Can Be Hard To Hold On To

Category: Investing » Asset Allocation

By Marcus Iwig

11/03/2021

Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.