logo
LOG IN
LOG IN
clear selection
Articles Presentations Resources Videos

Recent Content

SORT BY
  • Title
  • Author
  • Date
NEWEST
  • OLDEST
  • NEWEST

2024 Looks as Uncertain as Ever | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
03/11/2024

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.

Chart of the Month – March 2024

Category: Investing » Foster Group Investment Principles
By Michael Westphal
03/07/2024

Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.

Navigating the Noise: A Reality Check on Fearful Headlines

Category: Investing » Foster Group Investment Principles
By Marcus Iwig
03/05/2024

Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.

Basketball, Movies, and the Transformed Investor | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
02/26/2024

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
Access Code: MARKETSWORK

The Once a Year Approach to Looking at Investments

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Jason Brown
02/13/2024

Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.

Chart of the Month – February 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
02/09/2024

How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?

Category: Investing » Foster Group Investment Principles
By Kent Kramer
01/22/2024

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
By Kent Kramer
01/22/2024

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.

Chart of the Month – January 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
01/17/2024
Previous 1 … 3 4 5 6 7 … 25 Next

That’s Not What I Expected | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
11/13/2023

Oftentimes, you don't know what your expectations are until they aren't met. This week, Kent Kramer looks at how relative risk and comparison within investing may impact your investment experience.

Chart of the Month – Oct 2023

Category: Investing » Foster Group Investment Principles
By Ryan Lamoureux
10/10/2023

Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”

The Curse of Short-Termism | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
10/09/2023

Why is short-termism a curse for investors? How can you overcome it by focusing on the big picture? This week, Kent Kramer explains how to avoid the pitfalls of recency bias and market noise.

Celebrating Saying Goodbye Day

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Jim Laursen
09/26/2023

In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys. 

5 Important Ideas for Investors | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles
By Kent Kramer
09/25/2023

There's a lot of uncertainty in the world. Investors are asking, "What should I be doing in my portfolio right now based on what is happening in the world?" This week, Kent Kramer looks at five key investment ideas to help determine if your approach is reflecting the things that are most important.

Do Headlines Cause You to Take Action?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Jason Brown
09/18/2023

Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.

Fantasy Football and Financial Planning: What is your strategy?

Category: Investing » Foster Group Investment Principles
By Ross Polking
08/01/2023

Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan. 

Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)

Category: Investing » Active Management
By Kent Kramer
07/24/2023

What investor wouldn't like to have a little more return? This week, Kent Kramer breaks down the average investor return calculation and the options you may have to be better than average.

A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Ashlee Vieregger
07/05/2023

Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.

Chart of the Month – June 2023

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
06/27/2023

This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.

Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
06/26/2023

Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.

Navigating the Course of Retirement Planning

Category: Investing » Foster Group Investment Principles
By Andy Mullan
06/15/2023

Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse. 

Previous 1 … 3 4 5 6 7 … 19 Next
logo ⯇ Return to fostergrp.com
FILTER BY:
  • Content Type
    • Articles
    • Presentations
    • Resources & Tools
    • Videos
  • Financial Planning
    • Behavioral Finance
    • Cashflow
      • Additional Resources
      • Budget Spreadsheet
      • Debt Reduction
    • Charitable Giving
      • CLT
      • CRT
      • DAF
      • Qualified Charitable Distribution (QCD)
    • Closely Held Business
      • Business Entities
      • Sale strategies and structures
      • Valuation methods
    • Education Planning
      • 529 Plans
      • Cost of Education
      • Financial Aid
    • Estate & Transfer Planning
      • Advanced Techniques
      • Estate Tax
      • Gift Tax
      • Living Will/Healthcare POA
      • Power of Attorney
      • Probate Process
      • Trusts
      • Wills
    • Executive Compensation
      • Concentrated Stock Positions
      • Deferred Compensation Plans
      • Equity Compensation Plans
      • Stock Options
    • Family Governance
      • Family Education
      • Family Meetings
      • Mission, Vision, Values
    • Insurance
      • Disability
      • Health
      • Life
      • Long Term Care
      • Medicare
      • Property & Casualty
    • Retirement Planning
      • Asset Location
      • Beneficiary Planning
      • Net Unrealized Appreciation (NUA)
      • Required Minimum Distributions (RMD)
      • Retirement Plan Types
      • Sequence of Return Risk
      • Social Security Planning
      • Withdrawal Strategies
    • Taxes
      • 1040
      • AGI
      • Income
      • Itemized Deductions
      • Other Taxes
      • Quick Tax Facts
      • Tax and Credits
  • Foster Group
  • Investing
    • Active Management
    • Alternative Investments
      • Commodities
      • Hedge Funds
      • Private Equity
      • Real Estate
    • Asset Allocation
      • Asset / Liability Matching
      • Growth & Preservation
      • Lifeboat
    • Costs
    • Diversification
    • Economics
    • Equity / Stocks
      • Domestic
      • Foreign
    • Factors / Premiums
      • Credit Quality (Fixed Income)
      • Duration / Term (Fixed Income)
      • High Profitability (Quality) Stocks
      • Market
      • Momentum
      • Small Cap Stocks
      • Value Stocks
    • Financial Science (Academia)
    • Fixed Income / Bonds
      • Corporate
      • Government
      • Inflation Protected
    • Foster Group Investment Principles
      • Accept Uncertainty
      • Advance with Science
      • Align Purposes and Portfolio
      • Apply Markets
      • Avoid Predictable Disappointments
    • Indexing & Passive Investment
    • Interest Rates
    • International Investments
      • Currency Hedging
    • Investor Psychology & Behavior
    • Market History
      • Expected Returns
    • Mutual Funds
    • Portfolio Management
      • Portfolio Transitions
      • Rebalancing
      • Tax Loss Harvesting
      • Tax Management
    • Socially Responsible / Sustainability Investing
clear filters
logo
Foster Group | West Des Moines, IA| Omaha, NE
Phone: 515-226-9000 | Toll Free: 800-798-1012 | Fax: 515-224-4970
© 2022 Foster Group, Inc. All Rights Reserved | Disclosures | Legal