Making the Best of It | Financial Perspectives

It continues to be a volatile period for investors in stock and bond markets around the world. And while the news, like the weather, has seemed a little gloomy this spring, summer is around the corner and maybe it’s time to make the best of it! In today’s edition, Matt Moklestad, Lead Advisor – Institutional, discusses tax loss harvesting.

Making the Most of a Bear Market

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 22, 2021 Financial Perspectives

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

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

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.

Markets Move. So Should You.

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?.

Tariffs, Turmoil, and Market Decline | Financial Perspectives

What's the rationale behind the steep new US tariffs and what does that mean for an investor's portfolio? What can or should we do as investors? In this special edition Financial Perspectives, Kent Kramer covers the announced tariffs, the impact on markets, and the dos and don'ts during market turmoil.

Tax Loss Harvesting: Losing to Win?

In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy.  Let's take a look!