Foster Group - Financial Planning Insights

June 22, 2020 Financial Perspectives

Category: Investing » Diversification

By Matt Moklestad

06/22/2020

0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs

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

Category: Investing » Diversification

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.

May 22, 2020 Financial Perspectives

Category: Investing » Diversification

By Matt Moklestad

05/22/2020

0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

May 15, 2020 Financial Perspectives

Category: Investing » Diversification

By Kent Kramer

05/15/2020

0:58 - Recap of the News this Week
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?

May 7, 2020 Financial Perspectives

Category: Investing » Diversification

By Kent Kramer

05/07/2020

2:03 - Recap of the News this Week
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns

Cloudy Markets Still Have a Silver (Tax) Lining

Category: Investing » Diversification

By Marcus Iwig

04/24/2020

During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting

Concentration Can Be a Killer

Category: Investing » Diversification

By Matt Moklestad

04/23/2020

Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.

April 17, 2020 Financial Perspectives

Category: Investing » Diversification

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.

April 9, 2020 Financial Perspectives

Category: Investing » Diversification

By Kent Kramer

04/09/2020

Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses portfolio positioning.

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$1 Trillion!

Category: Investing » Diversification

By Matt Moklestad

01/24/2020

Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?

Selecting the Best Ingredients for Your Portfolio

Category: Investing » Diversification

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.

Satisfying Your Tastes and Preferences for Investing and Dining

Category: Investing » Diversification

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?

Carrot Cake, Portfolios, and Recipes that Deliver!

Category: Investing » Diversification

By Kent Kramer

09/27/2019

Timing Isn’t Everything

Category: Investing » Diversification

By Foster Group

08/01/2019

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Do You Have an All-Weather Portfolio?

Category: Investing » Diversification

By Jon Evans

03/15/2019

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.