Foster Group - Financial Planning Insights

Timing Isn’t Everything

Category: Investing » Foster Group Investment Principles

By Foster Group

08/01/2019

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

Changing with My Aging

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Alex Battani

08/23/2019

At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?

The Future is Uncertain. Better to Prepare than Predict.

Category: Investing » Foster Group Investment Principles

By Jason Brown

10/08/2019

Because I work for Foster Group, a firm dedicated to truly caring for the financial lives of those we serve, a lot of the conversations we have with regard to this uncertainty relate to money

Satisfying Your Tastes and Preferences for Investing and Dining

Category: Investing » Foster Group Investment Principles

By Kent Kramer

10/18/2019

If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?

Keep Three Buckets in Your Retirement Boat

Category: Investing » Foster Group Investment Principles

By Brad Rempe

10/22/2019

One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

11/18/2019

While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.

Selecting the Best Ingredients for Your Portfolio

Category: Investing » Foster Group Investment Principles

By Kent Kramer

11/26/2019

In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.

An Executive’s Financial Guide

Category: Investing » Foster Group Investment Principles

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Embrace Uncertainty!

Category: Investing » Foster Group Investment Principles

By Kent Kramer

12/30/2019

We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.

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Selecting the Best Ingredients for Your Portfolio

Category: Investing » Foster Group Investment Principles

By Kent Kramer

11/26/2019

In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.

An Executive’s Financial Guide

Category: Investing » Foster Group Investment Principles

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Embrace Uncertainty!

Category: Investing » Foster Group Investment Principles

By Kent Kramer

12/30/2019

We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.

$1 Trillion!

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

01/24/2020

Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?

Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/03/2020

In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20

How Elections Affect the Market

Category: Investing » Foster Group Investment Principles

By Kent Kramer

02/28/2020

A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets.

Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines

Category: Investing » Foster Group Investment Principles

By Kent Kramer

02/28/2020

Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak.

Webinar Replay: Prediction, Expectation, Speculation, & Preparation

Category: Investing » Foster Group Investment Principles

By Kent Kramer

03/06/2020

Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.

Good News About Portfolio Costs from DFA

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

03/10/2020

Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.