Foster Group - Financial Planning Insights

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

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

By Kent Kramer

06/09/2020

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.

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.

Selecting the Best Ingredients for Your Portfolio

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

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.

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

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

By Kent Kramer

11/18/2019

While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.

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.

High Profit vs Low Profit- The Returns Are In!

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

By Brad Rempe

05/17/2019

If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren’t these companies less risky?

Is Your Portfolio Tailored to Fit Your Needs, or Just ?Off-The-Rack??

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

By Ryan Lamoureux

02/01/2019

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

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

By Kent Kramer

06/09/2020

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.

Selecting the Best Ingredients for Your Portfolio

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

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.

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

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

By Kent Kramer

11/18/2019

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.

High Profit vs Low Profit- The Returns Are In!

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

By Brad Rempe

05/17/2019

If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren’t these companies less risky?