What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
New Year – Rates are Rising | Financial Perspectives
Welcome to 2022 where the news seem to focus, again, on rising rates –for COVID infections due to Omicron, inflation, and interest rates. The markets seem to be most concerned about interest rates. This week Kent Kramer looks at why that might be the case and what may be in store for interest rates in 2022.
Purpose Before Portfolio
Category: Investing » Foster Group Investment Principles
Are you making investment decisions in light of the game you really want to win?
Still Searching for the One?
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
Inflation Aware Investing
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
10 Obstacles to Investing – and How to Overcome Them
In the following article David draws on his years of experience talking with investors and academics alike to address some common hesitations all investors face from time to time.
My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
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?
Barbell Portfolios Can Be Hard To Hold On To
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
December 21st, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
1:07 - In the News: Vaccines, Employment, and Markets
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
December 7th, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market
What This Year Reminds Us About Fixed Income
Category: Investing » Asset Allocation
This year has reminded us of the many important roles that fixed income can play in portfolios.
Elections and Your Money Part II: Post-Election
Category: Investing » Foster Group Investment Principles
In this Q+A-style webinar, Kent Kramer and Jason Brown addressed: Questions arising from the November 3rd election, what has, hasn’t, and could change as a result of our country’s decision, and how investors should respond to the uncertainty surrounding the election.
October 26, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
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?
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Elections and Your Money Q&A
Category: Investing » Foster Group Investment Principles
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.
September 21, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
Elections and Your Money
Category: Investing » Foster Group Investment Principles
Kent Kramer and Jason Brown discuss the potential tax implications of either political party being in office and how the market and economy have performed historically in election years.