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May 22, 2020 Financial Perspectives

Category: Investing
By Matt Moklestad
05/22/2020
0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

May 15, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
05/15/2020
0:58 - Recap of the News this Week
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?

May 10, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
05/10/2021
Daniel Wallick joins us from Vanguard for a two-part interview on our bi-monthly Financial Perspectives. This first part centers on interest rates, inflation, and the bond market. Are you wondering about what part bonds play in your portfolio and what do interest rates and potential inflation have to do with that?

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?.

March 8, 2021 Financial Perspectives

Category: Investing
By Matt Moklestad
03/08/2021
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

Category: Investing
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.

Is Fear the Only Thing to Fear? | Financial Perspectives

Category: Investing
By Kent Kramer
04/10/2023

Fear can grab us and demand a response, such that fear itself can become the real danger. This week, Kent Kramer explores how fear and bad news can impact investing and some simple steps you could consider to avoid emotional investing.

Investors Must Be Present to Win

Category: Investing
By Walt Mozdzer
05/04/2022

For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.

Investments Are Long-Term; Brackets Are Short-Term.

Category: Investing
By Ethan Gascho
04/03/2023

As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.

Investment Policy Statement – Why Is It Important?

Category: Investing
By Matt Moklestad
10/08/2021

It is important for all investors, whether an individual, family, retirement plan, or nonprofit, to plan their investment approach around their goals and objectives. Investment Policy Statements (IPS) often document these items. Here are four reasons why it is important to have a clearly articulated IPS.

Inflation Aware Investing

Category: Investing
By Kent Kramer
12/02/2021

You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.

Inflation – How High & How Long? | Financial Perspectives

Category: Investing
By Kent Kramer
03/21/2022
While the war in Ukraine is in day 25, leaders around the world are looking to not only stem that two-nation conflict, but also to tame the higher-than-expected global inflation which threatens to slow or derail the post-pandemic economic recovery that had been underway.