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Three Categories of Risk for Retirement Income

Category: Investing » Foster Group Investment Principles » Advance with Science
By Daniel Hawthorne
09/30/2022

Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.

Speeding Tickets & Investing

Category: Investing » Foster Group Investment Principles » Advance with Science
By Zach Dalluge
06/13/2022

Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.

What to Do & What Not to Do in Response to Russia-Ukraine War

Category: Investing » Foster Group Investment Principles » Advance with Science
By Ross Polking
04/29/2022

Pictures and video coming from Ukraine are difficult to watch. As humans, we may be angered and ask, “How can I help?” In investing, typically the best thing to do in the moments when we are most tempted to do “something,” is simply to sit still.

September 14, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science
By Kent Kramer
09/14/2021

April 12, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science
By Kent Kramer
04/12/2021
One of my favorite comedians has always been Steve Martin. One of his funnier routines was “let’s get small.” Lately small company stocks have been outperforming their large company counterparts and it’s hard not to notice. What is a small company and why the outperformance recently?

March 22, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science
By Kent Kramer
03/22/2021
Many indicators say the US and global economy are growing at rates faster than expected. Most of this is welcome news given the past 12 months. But is there a danger the economy could overheat? Inflation continues to be on the minds of some, should it be on yours as well?

YOLO, Meme, and EMH: What’s Your Investment Style?

Category: Investing » Foster Group Investment Principles » Advance with Science
By Guest Blogger
03/16/2021

Guest Blogger, Marlena Lee, PhD. While it’s not the intended victim of the YOLO traders, will the efficient market hypothesis be a casualty of these events? The answer depends a lot on your definition of efficient markets.

December 7th, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science
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

Mutual Funds and ETFs: What’s the Difference?

Category: Investing » Foster Group Investment Principles » Advance with Science
By Ryan Lamoureux
05/19/2020
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
1 2 Next

Three Categories of Risk for Retirement Income

Category: Investing » Foster Group Investment Principles » Advance with Science
By Daniel Hawthorne
09/30/2022

Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.

Speeding Tickets & Investing

Category: Investing » Foster Group Investment Principles » Advance with Science
By Zach Dalluge
06/13/2022

Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.

What to Do & What Not to Do in Response to Russia-Ukraine War

Category: Investing » Foster Group Investment Principles » Advance with Science
By Ross Polking
04/29/2022

Pictures and video coming from Ukraine are difficult to watch. As humans, we may be angered and ask, “How can I help?” In investing, typically the best thing to do in the moments when we are most tempted to do “something,” is simply to sit still.

September 14, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science
By Kent Kramer
09/14/2021

April 12, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science
By Kent Kramer
04/12/2021
One of my favorite comedians has always been Steve Martin. One of his funnier routines was “let’s get small.” Lately small company stocks have been outperforming their large company counterparts and it’s hard not to notice. What is a small company and why the outperformance recently?

March 22, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science
By Kent Kramer
03/22/2021
Many indicators say the US and global economy are growing at rates faster than expected. Most of this is welcome news given the past 12 months. But is there a danger the economy could overheat? Inflation continues to be on the minds of some, should it be on yours as well?

YOLO, Meme, and EMH: What’s Your Investment Style?

Category: Investing » Foster Group Investment Principles » Advance with Science
By Guest Blogger
03/16/2021

Guest Blogger, Marlena Lee, PhD. While it’s not the intended victim of the YOLO traders, will the efficient market hypothesis be a casualty of these events? The answer depends a lot on your definition of efficient markets.

December 7th, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science
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

Mutual Funds and ETFs: What’s the Difference?

Category: Investing » Foster Group Investment Principles » Advance with Science
By Ryan Lamoureux
05/19/2020
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.

March 27, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science
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.

Satisfying Your Tastes and Preferences for Investing and Dining

Category: Investing » Foster Group Investment Principles » Advance with Science
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?

Timing Isn’t Everything

Category: Investing » Foster Group Investment Principles » Advance with Science
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.
1 2 Next
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