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Inflation Aware Investing

Category: Investing
By Kent Kramer
12/02/2021

You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.

November 22, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
11/22/2021
In this week's Edition of Financial Perspectives, Kent Kramer chats with Mary Ellen Stanek, Co-Chief Investment Officer at Baird Asset Management. Baird specializes in risk-controlled fixed income management.

Do I Have Portfolio Exposure to China?

Category: Investing
By Ryan Lamoureux
11/10/2021

In recent weeks, China has been a part of US financial headlines for a number of reasons. At Foster Group, we believe in globally diversified model portfolios. We invest our equity portfolios across domestic markets, international markets, and emerging markets. Our models have equity exposure to over 51 countries.

November 8, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
11/08/2021
You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?

Barbell Portfolios Can Be Hard To Hold On To

Category: Investing
By Marcus Iwig
11/03/2021

Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.

October 25, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
10/25/2021
Kent Kramer recaps his top take-away moments from our event last week with Morgan Housel. Morgan used stories to illustrate lessons to help us understand behavioral finance and psychology and how that affects the way we invest.

The Influence of Trust

Category: Financial Planning » Behavioral Finance
By Foster Group
10/11/2021

A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.

Elections and Your Money

Category: Investing
By Kent Kramer
09/10/2020
Kent Kramer and Jason Brown discuss the potential tax implications of either political party being in office and how the market and economy have performed historically in election years.

September 4, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
09/04/2020

1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers

2020: A Predictor’s Kryptonite

Category: Investing
By Kent Kramer
08/24/2020

At the end of 2019, Foster Group’s Investment Strategy Group wanted to create an object lesson to illustrate how hard it is to predict what will happen in financial markets and the world in general.

August 21, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
08/21/2020

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

August 11, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
08/11/2020

1:09 - News: July 27th - August 7th
4:06 - Market News: July 27th - August 7th
4:42 - Are Things Getting Better or Worse?
5:28 - What's Going on with Gold?
10:05 - How Does Foster Group View Gold?

July 28, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
07/28/2020

1:14 - News: July 13th - July 24th
4:06 - Market News: July 13th - July 24th
5:40 - Are We There Yet?
7:56 - Which Party Is Better?
11:10 - Seeing Only the Negative

July 13, 2020 Financial Perspectives

Category: Investing
By Kent Kramer
07/13/2020
1:25 - News: June 27th to July 10th
3:49 - Recent Market News & 2020 First Half Markets
6:40 - Headline Risks
12:04 - Know the Sources of Headline Risk
13:53 - Resist Investment Action Based on Headline Risk
15:04 - Develop a Checklist for Headline Risk

June 22, 2020 Financial Perspectives

Category: Investing
By Matt Moklestad
06/22/2020
0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs