Foster Group - Financial Planning Insights

June 7, 2021 Financial Perspectives

Category: Investing » Alternative Investments

By Kent Kramer

06/07/2021

It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else? This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.

March 22, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

03/22/2021

Many indicators say the US and global economy are growing at rates faster than expected. Most of this is welcome news given the past 12 months. But is there a danger the economy could overheat? Inflation continues to be on the minds of some, should it be on yours as well?

Understanding ETFs and Factor Investing with Blackrock’s Bob Hum | Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

09/09/2024

This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities.

September 14, 2021 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

09/14/2021

April 12, 2021 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

04/12/2021

One of my favorite comedians has always been Steve Martin. One of his funnier routines was “let’s get small.” Lately small company stocks have been outperforming their large company counterparts and it’s hard not to notice. What is a small company and why the outperformance recently?

February 8, 2021 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

02/08/2021

After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.

January 25, 2021 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

01/25/2021

Four years ago, Donald Trump was elected President of the United States and small company stocks went up over 20% in three months post-election. In the three months since Joe Biden was elected President of the United States, small company stocks are up over 30%. Do small company stock investors just like new Presidents?

December 7th, 2020 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

12/07/2020

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

October 12, 2020 Financial Perspectives

Category: Investing » Factors / Premiums

By Kent Kramer

10/13/2020

1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?

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