The Seesaw of Finance
There are parallels between concepts in finance and concepts in physics. Let's take a look.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Advisor Spotlight: Ryne Oller | Financial Perspectives
Category: Foster Group
This week, Jason Brown is joined by Lead Advisor, Ryne Oller. Hear Ryne share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, good and bad money decisions, and what he's hopeful for in the future.
Should I Invest in Bitcoin?
Category: Investing » Alternative Investments
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?
Category: Investing » Asset Allocation
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
Is a Bitcoin ETF a Fit for Your Plan? | Financial Perspectives
Category: Investing » Foster Group Investment Principles
Anytime there is something new that gets a lot of media attention, investors should ask themselves, "Is this an opportunity for me or a distraction for what really matters?" This week, Kent Kramer introduces the first of five investment principles for purposeful investors.
Fantasy Football and Financial Planning: What is your strategy?
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
Key Considerations as Payments Resume on Student Loans in 2023
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)
Category: Investing » Active Management
What investor wouldn't like to have a little more return? This week, Kent Kramer breaks down the average investor return calculation and the options you may have to be better than average.
Navigating Financial Health in Retirement
Category: Financial Planning
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
What’s Going On With The US Dollar? | Financial Perspectives
Category: Investing » Diversification
A quick Google search on “US dollar collapse” yields 183 million results. Obviously, there has been plenty to create a stir. This week, Kent Kramer and Michael Westphal have a conversation around what is, or isn't, going on with the US dollar.
Chart of the Month – July 2023
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
Doctors Overlook These Five Contract Areas at Their Own Peril
Category: Financial Planning
Five key areas doctors need to carefully evaluate in their contract. Overlooking “The Big Five” can have major financial and professional consequences.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.
Chart of the Month – June 2023
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Media Drama: Facts or Fiction?
Category: Financial Planning » Behavioral Finance
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)
Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.