Chart of the Month – Feb 2022
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Chart of the Month – Feb 2023
Category: Investing » Diversification
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – February 2025
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Chart of the Month – Jan 2023
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – January 2025
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.
Chart of the Month – July 2022
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
Chart of the Month – July 2023
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)
Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.
CoreWealth Brochure
Category: Foster Group » Collateral
Foster Group CoreWealth - helping you define and achieve your personal vision.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Category: Investing
In this 20 minute webinar, Foster Group's Chief Investment Officer, Kent Kramer, explains how the market has responded to the coronavirus outbreak and how investors should react to the recent market declines.
Creating Your Paycheck in Retirement
Category: Financial Planning » Cashflow
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
Cryptocurrency: Not for the Faint of Heart
Category: Investing » Alternative Investments
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.
Cyber Coverage
Category: Financial Planning
For years we’ve suggested cyber coverage to all our business clients. What started with businesses moved over to the personal insurance world via home, auto, or umbrella policies. Now almost every policy we write includes some sort of cyber coverage. Let's explore the ins-and-outs of cyber insurance for you personally.
Cybersecurity Resource Guide
Category: Foster Group
Debt Ceiling Politics & Markets | Financial Perspectives
Politics are always in the news. Right now, we're hearing a lot about the debt ceiling and the need to increase the US debt ceiling so the government can pay their bills ... or maybe not. This week, Kent Kramer provides an overview of debt ceiling history and what we are seeing today.
Debt- A Useful Tool or Financial Burden
Category: Financial Planning » Cashflow
After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.
December 13, 2021 Financial Perspectives
Category: Investing
Are you wondering what happened to that big tax and spending bill that was working its way through Congress, you know the one that was supposed to raise taxes on most Americans with incomes over $400,000 and invest heavily in various domestic programs? You’re not alone. This week Kent Kramer discusses what is in and what is out of the latest rendition of the Build Back Better Bill.