Recent Content

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What’s Your Best Buy: Firm Foundation or Castle In the Air?

Category: Investing
By Kent Kramer
08/13/2021

If an investor could discover the true worth of a company, a piece of real estate or even an idea, where “true worth” equated to the future value or price that others would pay, success would be almost certain to follow. Those opportunities that were priced significantly lower than the future value would be automatic buys. The one’s with higher prices today than the future price would be ones to avoid. If only it were that simple!

Are You Afraid of (Market) Heights?

Category: Investing
By Kent Kramer
07/26/2021

Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”

Cryptocurrency: Not for the Faint of Heart

Category: Investing
By Ryan Lamoureux
07/23/2021

Will cryptocurrency replace the $20 bill in your pocket? Will the decentralization/digitization of currency end up solving anything? Will it be of long-term value? Or will it end up being only a place for speculators to try and capitalize on the sentiment of others? Anyone wanting to allocate to cryptocurrency should understand the inherent uncertainty and volatility of this relatively new digital commodity.

What a Difference a Year Makes

Category: Investing
By Ross Polking
03/31/2021

On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone. 

YOLO, Meme, and EMH: What’s Your Investment Style?

Category: Investing
By Guest Blogger
03/16/2021

Guest Blogger, Marlena Lee, PhD. While it’s not the intended victim of the YOLO traders, will the efficient market hypothesis be a casualty of these events? The answer depends a lot on your definition of efficient markets.

Do Simple Better

Category: Investing
By Brad Rempe
03/27/2020
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

Good News About Portfolio Costs from DFA

Category: Investing
By Matt Moklestad
03/10/2020
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020. 

10 Mistakes Investors Make Without Advisors

Category: Investing
By Foster Group
03/03/2020
Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.

How Elections Affect the Market

Category: Investing
By Kent Kramer
02/28/2020
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets. 

Embrace Uncertainty!

Category: Investing
By Kent Kramer
12/30/2019
We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.

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

Category: Investing
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.