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.

Keep Three Buckets in Your Retirement Boat

Category: Investing

By Brad Rempe

10/22/2019

One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.

Satisfying Your Tastes and Preferences for Investing and Dining

Category: Investing

By Kent Kramer

10/18/2019

If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?

The Future is Uncertain. Better to Prepare than Predict.

Category: Investing

By Jason Brown

10/08/2019

Because I work for Foster Group, a firm dedicated to truly caring for the financial lives of those we serve, a lot of the conversations we have with regard to this uncertainty relate to money

Changing with My Aging

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Alex Battani

08/23/2019

At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
 

Beyond Traditional Investments

Category: Investing

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Timing Isn’t Everything

Category: Investing

By Foster Group

08/01/2019

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

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?.

Being a Counterintuitive Investor – Do Stock Markets Follow GDP?

Category: Investing

By Kent Kramer

06/06/2019

It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.