The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
Satisfying Your Tastes and Preferences for Investing and Dining
If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?
Embrace Uncertainty!
We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.
How Elections Affect the Market
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak.
Webinar Replay: Secure Act Q&A
Category: Financial Planning
Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.
April 3, 2020 Financial Perspectives
In this Foster Group update, Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses bear markets, recessions, and recovery.
April 9, 2020 Financial Perspectives
Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses portfolio positioning.
Is the Stock Market a Glass Half Full?
The month of January was marked by negative returns for global stock markets. But, as the well-worn phrase, “Is your glass half full or half empty?” implies, our view of, or the way we feel about the state of markets as investors, may be more related to our personal dispositions than what the numbers indicate.
Our Favorite Book & Podcasts of 2023
Category: Uncategorized
“What books would you recommend?” “What podcasts do you listen to?” At Foster Group we often get asked questions like these. Here’s a short list of some recent responses from our team.
It’s Gotten Better – Expect it to Continue | Financial Perspectives (In a Minute)
Coming off the Thanksgiving holiday, are you feeling optimistic? If you are an investor, you've likely answered the question with a "yes." This week, Kent Kramer explains why long-term optimism is justifiable in a world filled with bad news.
The “Gift” You Shouldn’t Open: Predictions | Financial Perspectives
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.
Compound the Growth of Your 2024 Plans | Financial Perspectives
What small, consistent steps are in your control this year that, if you complete them, can result in accumulated progress for years to come? This week, Kent Kramer discusses how financial planning may help us discover these kinds of things.
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.
Basketball, Movies, and the Transformed Investor | Financial Perspectives
In this week's edition of Financial Perspectives, Kent Kramer covers everything from basketball and movies to Nobel Prize winners and a unique investment journey with Dave Butler, Co-CEO of Dimensional Fund Advisors.
Watch "Tune Out the Noise": https://film.dimensional.com
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2024 Looks as Uncertain as Ever | Financial Perspectives
The world is, and has always been, a surprising and uncertain place. This week, Kent Kramer dives into Foster Group's foundational investment principle #2: Embrace Uncertainty. He provides four positive reasons to embrace uncertainty and two big dangers of not embracing it.
The Joy of Generosity
Category: Financial Planning » Behavioral Finance
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
March: Predictable Madness and Markets | Financial Perspectives
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.
A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives
In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.