Making the Most of a Bear Market
Category: Investing
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
March 20, 2020 Financial Perspectives
Category: Investing
In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.
March 22, 2021 Financial Perspectives
Category: Investing
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?
March 27, 2020 Financial Perspectives
Category: Investing
In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.
March 8, 2021 Financial Perspectives
Category: Investing
In 2020 interest rates hit an all-time low, and now interest rates are on the move again. It seems like investors are taking notice. This week, Matt Moklestad looks at interest rates, bonds, and inflation expectations.
March: Predictable Madness and Markets | Financial Perspectives
Category: Investing
In the NCAA tournaments, uncertainty and underdogs pulling off the impossible upset of a top-ranked team is a certainty. This week, Kent Kramer observes how we can learn from March Madness and apply those observations to investing.
Market Madness
There is just something about the NCAA Men’s and Women’s College Basketball Tournament. There is tremendous excitement in many families and workplaces as tournament brackets are filled in with predictions about the outcomes of 67 games over a three-week period.
Markets Move. So Should You.
Category: Investing
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?.
May 1, 2020 Financial Perspectives
Category: Investing
0:58 - The Week in Review
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market
Spring Clean Your Financial Plan
Category: Investing » Asset Allocation
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
Spring Training Thoughts for Your Portfolio
Category: Investing
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Still Searching for the One?
Category: Investing
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
Stock Markets Are Positive This Year?
Category: Investing
As this year exemplifies, stock markets have the tendency to do things we would never expect.
Stormy Markets | Financial Perspectives
With the US stock market in bear market territory as we go into the second half of 2022, you might feel like we're in a bit of a storm. If you've been feeling under prepared, Matt Moklestad walks us through six considerations for times like these.
Stormy Markets | Financial Perspectives (In a Minute)
With the US stock market in bear market territory as we go into the second half of 2022, you might feel like we're in a bit of a storm. If you've been feeling under prepared, Matt Moklestad walks us through six considerations for times like these.
Tailoring Your Financial Plan to Match Your Goals
If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.
Taking the Long View in a Short-Term World
Category: Investing
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
That’s Not What I Expected | Financial Perspectives
Category: Investing
Oftentimes, you don't know what your expectations are until they aren't met. This week, Kent Kramer looks at how relative risk and comparison within investing may impact your investment experience.
The “Gift” You Shouldn’t Open: Predictions | Financial Perspectives
Category: Investing
It's that time of year -- news outlets are gathering up nicely wrapped predictions and estimates on what the markets will do in 2024. This week, Kent Kramer analyzes how accurate, or inaccurate, these predictions actually have been in the past.
The Biggest Risk to Investors Remaining in 2020?
Category: Investing
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
The Challenge of Entering a Bull Market
Category: Investing
A Q&A with Senior Lead Advisor, Phil Kruzan.