April 24, 2020 Financial Perspectives

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

By Kent Kramer

04/24/2020

Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.

May 1, 2020 Financial Perspectives

Category: Investing » Economics

By Kent Kramer

05/01/2020

0:58 - The Week in Review
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market

May 7, 2020 Financial Perspectives

Category: Investing » Diversification

By Kent Kramer

05/07/2020

2:03 - Recap of the News this Week
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns

May 15, 2020 Financial Perspectives

Category: Investing » Diversification

By Kent Kramer

05/15/2020

0:58 - Recap of the News this Week
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?

May 14, 2020 J. Ann Selzer Event

Category: Foster Group

By Foster Group

05/21/2020

Watch J. Ann Selzer's data-driven presentation on the political scene over the past year, the trends around the upcoming general election, and other topics.

May 22, 2020 Financial Perspectives

Category: Investing » Factors / Premiums » Credit Quality (Fixed Income)

By Matt Moklestad

05/22/2020

0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

May 29, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Apply Markets

By Kent Kramer

05/29/2020

0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive

June 8, 2020 Financial Perspectives

Category: Investing » Economics

By Kent Kramer

06/08/2020

1:45 - Last Week's News
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?

June 15, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

06/15/2020

1:20 - Economic Update
3:55 - Market Review
5:28 - Will a Recession Be Bad for Small Company Stocks?
14:52 - Quote of the Week

May 29, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Apply Markets

By Kent Kramer

05/29/2020

0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive

June 8, 2020 Financial Perspectives

Category: Investing » Economics

By Kent Kramer

06/08/2020

1:45 - Last Week's News
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?

June 15, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

06/15/2020

1:20 - Economic Update
3:55 - Market Review
5:28 - Will a Recession Be Bad for Small Company Stocks?
14:52 - Quote of the Week

June 22, 2020 Financial Perspectives

Category: Investing » Diversification

By Matt Moklestad

06/22/2020

0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs

Retirement Planning Through a Crisis

Category: Financial Planning

By Walt Mozdzer

06/25/2020

Walt Mozdzer, Lead Advisor, explains how decisions you make now can impact your retirement down the road.

July 13, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

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

A Doctors Guide to Financial Planning Through a Crisis

Category: Foster Group » Event

By Walt Mozdzer

07/14/2020

Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.

July 28, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

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

August 11, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

08/11/2020

1:09 - News: July 27th - August 7th
4:06 - Market News: July 27th - August 7th
4:42 - Are Things Getting Better or Worse?
5:28 - What's Going on with Gold?
10:05 - How Does Foster Group View Gold?

August 21, 2020 Financial Perspectives

Category: Financial Planning » Behavioral Finance

By Kent Kramer

08/21/2020

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

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 » Accept Uncertainty

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.