April 17, 2020 Financial Perspectives
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.
Are You an Owner or a Lender
Category: Investing » Asset Allocation
Asset Allocation – Explaining 85% of Your Return
Category: Investing » Asset Allocation
Watch this video blog by Foster Group Chief Investment Officer, Kent Kramer, as he helps explain 85% of your return!
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing » Asset Allocation
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.
Bear Markets and Life Jackets
Category: Investing » Asset Allocation
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
Can Your Lifeboat Stay Afloat
Category: Investing » Asset Allocation
Changing with My Aging
Category: Investing » Asset Allocation
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
Chart of the Month – July 2024
Category: Investing » Asset Allocation
International Stocks – Are they necessary?
April 17, 2020 Financial Perspectives
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.
Are You an Owner or a Lender
Category: Investing » Asset Allocation
Asset Allocation – Explaining 85% of Your Return
Category: Investing » Asset Allocation
Watch this video blog by Foster Group Chief Investment Officer, Kent Kramer, as he helps explain 85% of your return!
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing » Asset Allocation
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.
Bear Markets and Life Jackets
Category: Investing » Asset Allocation
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
Can Your Lifeboat Stay Afloat
Category: Investing » Asset Allocation
Changing with My Aging
Category: Investing » Asset Allocation
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
Chart of the Month – July 2024
Category: Investing » Asset Allocation
International Stocks – Are they necessary?
Do Simple Better
Category: Investing » Asset Allocation
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.
Do You Have an All-Weather Portfolio?
Category: Investing » Asset Allocation
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
Does Cash Look Better Than Stocks? | Financial Perspectives (In a Minute)
Category: Investing » Diversification
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.