Chart of the Month – August 2024
Category: Investing
Predictable Mistakes
Category: Investing
We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.
ROMO: Regret Over Missing Out | Financial Perspectives
Category: Investing
In the first six months of 2024, NVIDIA has seen its stock price appreciate by just under 150%, which represented about 1/3 of the total gain of the S&P 500 in the same period. For those investors who did not own NVIDIA, they are likely experiencing ROMO. This week, Kent Kramer analyzes concentration of value and performance of the global stock market.
Whenever Possible, Don’t Do Dumb Things | Financial Perspectives
Category: Investing
We believe that investors increase their chances of success by avoiding predictable mistakes -- those practices that sound like they should work but have been shown time and time again to have very low probabilities of success. This week, Kent Kramer examines different studies to help inform our fifth investment principle.
What’s Up (or Down) with the Bonds? | Financial Perspectives
Category: Investing
Investors have been puzzled this year, maybe even disappointed, that the bond market broadly has seen negative returns. How can this be when many money markets and bonds have stated yields of more than 5%? This week, Kent Kramer explains why.
Chart of the Month – June 2024
Category: Investing
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
Is Investing a Science Project? | Financial Perspectives
Category: Investing
A wise investor will advance with science to increase the probability of good investment outcomes. This week, Kent Kramer shares examples of how advances in finance and economics have impacted investor experience.
Value vs Growth – What does that Mean?
Category: Investing
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
Chart of the Month – June 2024
Category: Investing
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
Is Investing a Science Project? | Financial Perspectives
Category: Investing
A wise investor will advance with science to increase the probability of good investment outcomes. This week, Kent Kramer shares examples of how advances in finance and economics have impacted investor experience.
Value vs Growth – What does that Mean?
Category: Investing
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
The Older & Wiser AI: The Market’s Aggregate Intelligence
Category: Investing
Has Artificial Intelligence been causing you anxiety, or made you wonder about the trustworthiness of investment markets? Be reminded that “educated optimism is an antidote for anxious uncertainty”.
The Market: The Original AI | Financial Perspectives
Category: Investing
The acronym “AI” has become synonymous with Artificial Intelligence. But what is Aggregate Intelligence -- "AI"? This week, Kent Kramer explains how trusting markets and harnessing their power and prices is a fundamentally sound way to invest.
Chart of the Month – May 2024
Category: Investing
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Embracing Uncertainty
Category: Investing
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
3 Reasons to Own Foreign Stocks … Now! | Financial Perspectives
Category: Investing
You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect.
A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives
Category: Investing
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.
Chart of the Month – April 2024
Category: Investing
Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.
Tailoring Your Financial Plan to Match Your Goals
If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.
March: Predictable Madness and Markets | Financial Perspectives
Category: Investing
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.