Timing Isn’t Everything

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Thinking About Stock Market Volatility

What caused the stock market to drop almost 20% in the fourth quarter of 2018? What caused the stock market to rebound so quickly in the first quarter of 2019?

The Influence of Trust

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.

September 4, 2020 Financial Perspectives

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

September 27th, 2021 Financial Perspectives

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.

September 21, 2020 Financial Perspectives

0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?

September 2021 Asset Class Performance Charts

A review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy.