Recent Content

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February 8, 2021 Financial Perspectives

Category: Investing
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.

While You Were Sleeping

Category: Investing
By Ryne Oller
01/26/2021

Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different. 

January 25, 2021 Financial Perspectives

Category: Investing
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?

January 11, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
01/11/2021
2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

Category: Investing
By Kent Kramer
11/18/2019
While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.

Beyond Traditional Investments

Category: Investing
By Matt Moklestad
08/09/2019
Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Timing Isn’t Everything

Category: Investing
By Foster Group
08/01/2019
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Markets Move. So Should You.

Category: Investing
By Ryan Lamoureux
07/29/2019
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?.