Four Ways to Connect with Foster Group
How can you stay connected financially during this time?
Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th
Category: Investing
Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.
February 8, 2021 Financial Perspectives
Category: Investing
After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.
February 22, 2021 Financial Perspectives
Category: Investing
Every week it seems there is a new story about which investment, which “trade”, is making amazing money. Each new story brings a sense of urgency, act quickly before it’s too late. You can’t afford to miss out on this one. There are at least 3 important risks investors should pay attention to, some are urgent, some are important, some are both, some are neither.
ESG Investing. What Does It Mean to be a Responsible Investor?
Category: Investing
ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.
Equilibrium Markets in the Time of COVID
Category: Investing
Over the years, Foster Group has utilized a number of mutual funds and exchange traded funds managed by Dimensional Fund Advisors (DFA). DFA was founded in 1981 on the idea of making academic investment research and empirically based portfolio management accessible to investors. In this article, Professor Kenneth French describes how markets responded to the events surrounding the COVID-19 pandemic.
Emerging Markets – What Are They?
Category: Investing
Lead Advisor, Matt Moklestad, dives into the hot topic of emerging markets. What are they and why should investors care about them?
Embracing Uncertainty
Category: Investing
Embrace Uncertainty!
Category: Investing
We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing
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.
August 9, 2021 Financial Perspectives – ESG Investing Pt 2
Category: Investing
In part two of our two part series on ESG Investing, Kent Kramer and Matt Moklestad dive deeper into how you can practically implement an ESG strategy.
August 24, 2021 Financial Perspectives
Category: Investing
Is it possible to be too smart? Can a problem or set of circumstances be overanalyzed? Is there such a thing as too much information? There’s some evidence out there that this is indeed possible! Kent Kramer shares our perspective on what’s been happening in and around financial markets recently and what we think successful investors should be thinking about – without overthinking it!
August 21, 2020 Financial Perspectives
Category: Investing
0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?
August 11, 2020 Financial Perspectives
Category: Investing
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?
Asset Allocation – Explaining 85% of Your Return
Category: Investing
Watch this video blog by Foster Group Chief Investment Officer, Kent Kramer, as he helps explain 85% of your return!
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 Checking Your Accounts Every Day? Stop it.
Category: Investing
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 an Owner or a Lender
Category: Investing
Are You Afraid of (Market) Heights?
Category: Investing
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?”