February 8, 2021 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

02/08/2021

After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.

January 25, 2021 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

01/25/2021

Four years ago, Donald Trump was elected President of the United States and small company stocks went up over 20% in three months post-election. In the three months since Joe Biden was elected President of the United States, small company stocks are up over 30%. Do small company stock investors just like new Presidents?

December 7th, 2020 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

12/07/2020

1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market

October 12, 2020 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

10/13/2020

1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?

Diversification: Preparing for the Next Surprise

Category: Investing » Factors / Premiums

By Kent Kramer

07/14/2020

Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?

Chart of the Month – October 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Jack Davies

10/03/2024

Is stock market growth a thing of the past? Headlines making predictions about this have come and gone, some turning out to be spectacularly wrong. Let’s take a look.

It’s Worth the Trip!

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

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.