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. 

Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines

Category: Investing

By Kent Kramer

02/28/2020

Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak. 

Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing

By Kent Kramer

02/03/2020

In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20

$1 Trillion!

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

01/24/2020

Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?

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.

An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Selecting the Best Ingredients for Your Portfolio

Category: Investing

By Kent Kramer

11/26/2019

In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.

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.