Are You Checking Your Accounts Every Day? Stop it.
Does it help or harm the average long-term investor to peek at their own accounts or pay attention to the market every day?
Are You Getting the Top 4% of the Market? | Financial Perspectives
How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question.
Are You Hungry?
Category: Financial Planning » Charitable Giving
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
Are You in the Bear Market Buyer’s Club?
For the person who is currently contributing to a portfolio and does not need to take distributions anytime soon, this is a gift. That’s right, a bear market is a gift to those investors. If you are contributing to an investment account right now, you are already in the Bear Market Buyer’s Club.
Are You Investing or Playing a Completely Different Game?
Category: Investing
Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.
Are You Really Ready to Exit Your Business?
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
Asking the Right Question
Category: Financial Planning » Behavioral Finance
As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question.
Asset Allocation – Explaining 85% of Your Return
Category: Investing » Asset Allocation
Watch this video blog by Foster Group Chief Investment Officer, Kent Kramer, as he helps explain 85% of your return!
August 11, 2020 Financial Perspectives
1:09 - News: July 27th - August 7th
4:06 - Market News: July 27th - August 7th
4:42 - Are Things Getting Better or Worse?
5:28 - What's Going on with Gold?
10:05 - How Does Foster Group View Gold?
Biases
Category: Financial Planning » Behavioral Finance
Blind Spots
Category: Financial Planning » Behavioral Finance
Breaking Down the Banking Headlines: Part One | Financial Perspectives
Category: Investing » Equity / Stocks
With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Michael Westphal provide context and insights to those questions. Tune in next week for part two, where we’ll be joined by Jim Plagge, President and CEO of Bank Iowa.
Breaking Down the Banking Headlines: Part Two | Financial Perspectives
Category: Investing
With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Jim Plagge, President & CEO of Bank Iowa, provide context and insights to those questions.
Brock Purdy and the Importance of Inconsequential Decisions
Category: Financial Planning
One seemingly small decision that no one thought would matter made a significant difference for the Bay Area team and its fans...
Building a Framework for Family and Charitable Gifts
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Business Owners, Beware of the “Missing Middle”
For many family businesses, the lack of clear succession plans is the most significant challenge.
Can You Ever Have Enough?
Category: Financial Planning » Retirement Planning
There is always more stuff to do or buy. There are always more “what if’s” for which to account. It’s a rare creature who has found contentment in what they already have, a person who no longer searches for the next thing or feels empty because of what they do not have.
Can Your Lifeboat Stay Afloat
Category: Investing » Asset Allocation
CARES Act Q&A
Category: Financial Planning » Cashflow
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.