Index vs. Active – Tracking the Costs
Category: Investing
Foster Group Chief Investment Officer, Kent Kramer, discusses the various costs associated with Active and Index Investing.
Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)
Category: Investing
What investor wouldn't like to have a little more return? This week, Kent Kramer breaks down the average investor return calculation and the options you may have to be better than average.
Identify Your Why
Category: Investing
I Bonds Pay Almost 10%, What’s the Catch?
Category: Investing
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
How to Construct a Good Investment Policy Statement
Category: Investing
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
Category: Investing
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
How the “Little Guy” Really Wins in the Market
Category: Investing
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?
Category: Investing
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
How Much Should I Have in Stocks? | Financial Perspectives (In a Minute)
Category: Investing
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.
December 7th, 2020 Financial Perspectives
Category: Investing
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
December 21st, 2020 Financial Perspectives
Category: Investing
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
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.
Debt Ceiling Politics & Markets | Financial Perspectives
Category: Investing
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.
Cryptocurrency: Not for the Faint of Heart
Category: Investing
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.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Category: Investing
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.
Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)
Category: Investing
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.
Consider This
Category: Investing
Concentration Can Be a Killer
Category: Investing
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.
Compound the Growth of Your 2024 Plans | Financial Perspectives
Category: Investing
What small, consistent steps are in your control this year that, if you complete them, can result in accumulated progress for years to come? This week, Kent Kramer discusses how financial planning may help us discover these kinds of things.
Cloudy Markets Still Have a Silver (Tax) Lining
Category: Investing » Diversification
During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting