October 26, 2020 Financial Perspectives

1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?

October 25, 2021 Financial Perspectives

Kent Kramer recaps his top take-away moments from our event last week with Morgan Housel. Morgan used stories to illustrate lessons to help us understand behavioral finance and psychology and how that affects the way we invest.

October 12, 2020 Financial Perspectives

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?

October 11, 2021 Financial Perspectives

Friction can slow can down any machine. What was humming along only minutes or weeks ago, can labor under the strain of too little oil, a little sand in the gears, you name it. The US economy and markets have been seeing an increase in perceived frictions over the past month. Can we get back to smoother operations?

November 8, 2021 Financial Perspectives

You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?

November 23, 2020 Financial Perspectives

1:13 - In the News: COVID-19 Cases, Employment Recovery
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020

November 22, 2021 Financial Perspectives

In this week's Edition of Financial Perspectives, Kent Kramer chats with Mary Ellen Stanek, Co-Chief Investment Officer at Baird Asset Management. Baird specializes in risk-controlled fixed income management.

Markets Move. So Should You.

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?.

March 8, 2021 Financial Perspectives

In 2020 interest rates hit an all-time low, and now interest rates are on the move again. It seems like investors are taking notice. This week, Matt Moklestad looks at interest rates, bonds, and inflation expectations.

March 27, 2020 Financial Perspectives

In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

March 22, 2021 Financial Perspectives

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?

Making the Most of a Bear Market

If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.

Making the Best of It | Financial Perspectives

It continues to be a volatile period for investors in stock and bond markets around the world. And while the news, like the weather, has seemed a little gloomy this spring, summer is around the corner and maybe it’s time to make the best of it! In today’s edition, Matt Moklestad, Lead Advisor – Institutional, discusses tax loss harvesting.

Knowing What Not To Do | Financial Perspectives

Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.

Keep Your Eyes on the Horizon and Wings Level

We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.