July 13, 2020 Financial Perspectives

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

By Kent Kramer

07/13/2020

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

Diversification: Preparing for the Next Surprise

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

By Kent Kramer

07/14/2020

Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?

July 28, 2020 Financial Perspectives

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

By Kent Kramer

07/28/2020

1:14 - News: July 13th - July 24th
4:06 - Market News: July 13th - July 24th
5:40 - Are We There Yet?
7:56 - Which Party Is Better?
11:10 - Seeing Only the Negative

2020: A Predictor’s Kryptonite

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

By Kent Kramer

08/24/2020

At the end of 2019, Foster Group’s Investment Strategy Group wanted to create an object lesson to illustrate how hard it is to predict what will happen in financial markets and the world in general.

September 4, 2020 Financial Perspectives

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

By Kent Kramer

09/04/2020

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

Elections and Your Money

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

By Kent Kramer

09/10/2020

Kent Kramer and Jason Brown discuss the potential tax implications of either political party being in office and how the market and economy have performed historically in election years.

September 21, 2020 Financial Perspectives

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

By Kent Kramer

09/21/2020

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?

Elections and Your Money Q&A

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

By Kent Kramer

09/22/2020

Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.

The Biggest Risk to Investors Remaining in 2020?

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

By Kent Kramer

10/02/2020

Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020? 

September 21, 2020 Financial Perspectives

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

By Kent Kramer

09/21/2020

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?

Elections and Your Money Q&A

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

By Kent Kramer

09/22/2020

Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.

The Biggest Risk to Investors Remaining in 2020?

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

By Kent Kramer

10/02/2020

Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020? 

What This Year Reminds Us About Fixed Income

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

By Matt Moklestad

11/24/2020

This year has reminded us of the many important roles that fixed income can play in portfolios.

Georgia, Political Majorities, & Markets

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

By Kent Kramer

12/21/2020

Unprecedented! That word had been used ad nauseam in 2020.

The Challenge of Entering a Bull Market

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

By Phil Kruzan

12/22/2020

A Q&A with Senior Lead Advisor, Phil Kruzan.

January 25, 2021 Financial Perspectives

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

By Kent Kramer

01/25/2021

Four years ago, Donald Trump was elected President of the United States and small company stocks went up over 20% in three months post-election. In the three months since Joe Biden was elected President of the United States, small company stocks are up over 30%. Do small company stock investors just like new Presidents?

While You Were Sleeping

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

By Ryne Oller

01/26/2021

Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different. 

January 29, 2021 Financial Perspectives

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

By Kent Kramer

01/29/2021

What game is being played between Reddit and Wall Street? This week we explore what's been going on with GameStop stock and how short selling works.

February 8, 2021 Financial Perspectives

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

By Kent Kramer

02/08/2021

After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.

My Favorite Blog Posts and Podcast Episodes from 2020

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

By Kent Kramer

02/09/2021

Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.

Do Small Company Stocks Like New Presidents?

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

By Kent Kramer

02/22/2021

In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?