Foster Group - Financial Planning Insights

Beyond Traditional Investments

Category: Investing

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Beyond Traditional Investments Video

Category: Investing

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Timing Isn’t Everything

Category: Investing

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.

Markets Move. So Should You.

Category: Investing

By Ryan Lamoureux

07/29/2019

The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.

Being a Counterintuitive Investor – Do Stock Markets Follow GDP?

Category: Investing

By Kent Kramer

06/06/2019

It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.

High Profit vs Low Profit- The Returns Are In!

Category: Investing

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?

Thinking About Stock Market Volatility

Category: Investing

By Kent Kramer

05/06/2019

What caused the stock market to drop almost 20% in the fourth quarter of 2018? What caused the stock market to rebound so quickly in the first quarter of 2019?

5 Ways to Make Your Investment Portfolio More Tax-Efficient

Category: Investing

By Matt Moklestad

04/29/2019

Just like you pay taxes on the income you earn at your job; you also must pay taxes on the income or gains earned on your non-retirement investments.

Spring Training Thoughts for Your Portfolio

Category: Investing

By Brad Rempe

04/15/2019

While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.