April 2020 Asset Class Performance Charts

A review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy.

April 24, 2020 Market Update

Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.

Concentration Can Be a Killer

Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.

April 17, 2020 Market Update

Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.

April 9, 2020 Market Update

In this Foster Group market update, Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses portfolio positioning.

April 3, 2020 Market Update

In this Foster Group market update, Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses bear markets, recessions, and recovery.

April 24, 2020 Market Update

Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.

Concentration Can Be a Killer

Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.

April 17, 2020 Market Update

Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.

April 9, 2020 Market Update

In this Foster Group market update, Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses portfolio positioning.

April 3, 2020 Market Update

In this Foster Group market update, Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses bear markets, recessions, and recovery.

Do Simple Better

A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

March 27, 2020 Market Update

In this Foster Group market update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

March 20, 2020 Market Update

In this Foster Group market update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.

Good News About Portfolio Costs from DFA

Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.