My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Category: Investing
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing
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
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
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.
October 11, 2021 Financial Perspectives
Category: Investing
Friction can slow can down any machine. What was humming along only minutes or weeks ago, can labor under the strain of too little oil, a little sand in the gears, you name it. The US economy and markets have been seeing an increase in perceived frictions over the past month. Can we get back to smoother operations?
Investment Policy Statement – Why Is It Important?
Category: Investing
It is important for all investors, whether an individual, family, retirement plan, or nonprofit, to plan their investment approach around their goals and objectives. Investment Policy Statements (IPS) often document these items. Here are four reasons why it is important to have a clearly articulated IPS.
An Investment Portfolio Is Like a Good Smoothie
Category: Investing
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
Emerging Markets – What Are They?
Category: Investing
Lead Advisor, Matt Moklestad, dives into the hot topic of emerging markets. What are they and why should investors care about them?
September 27th, 2021 Financial Perspectives
Category: Investing
In Part two of our interview with Marlena Lee from Dimensional, Kent Kramer and Marlena dig deeper into changes to asset allocation and ESG investing risks and considerations.
July 13, 2020 Financial Perspectives
Category: Investing
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
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
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
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
How is COVID-19 Impacting Real Estate Investment Trusts?
Category: Investing
How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?
June 15, 2020 Financial Perspectives
Category: Investing
1:20 - Economic Update
3:55 - Market Review
5:28 - Will a Recession Be Bad for Small Company Stocks?
14:52 - Quote of the Week
3:55 - Market Review
5:28 - Will a Recession Be Bad for Small Company Stocks?
14:52 - Quote of the Week
ESG Investing. What Does It Mean to be a Responsible Investor?
Category: Investing
ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.
June 8, 2020 Financial Perspectives
Category: Investing
1:45 - Last Week's News
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?
What I Think About When Working From Home
Category: Investing
In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.
May 29, 2020 Financial Perspectives
Category: Investing
0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive
Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
May 22, 2020 Financial Perspectives
Category: Investing
0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries
Mutual Funds and ETFs: What’s the Difference?
Category: Investing
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
May 15, 2020 Financial Perspectives
Category: Investing
0:58 - Recap of the News this Week
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?