Foster Group - Financial Planning Insights

Making Sense of SECURE Act 2.0 | Financial Perspectives (In a Minute)

By Matt Moklestad

02/27/2023

The SECURE Act 2.0 includes 90+ provisions designed to help savers and people in or near retirement. This week, Matt Moklestad highlights some of the key changes from the act.

Fitch Downgrade: A Closer Look | Financial Perspectives

Category: Investing » Diversification

By Matt Moklestad

08/07/2023

Fitch downgraded US government debt from its pristine AAA rating to one notch lower at AA+. While this news may raise some eyebrows, it is essential to keep it in perspective. This week, Matt Moklestad and Michael Westphal have a conversation about its implications and the necessity of diversification.

A Look Under the Hood of a Bond Fund | Financial Perspectives

Category: Investing » Equity / Stocks

By Matt Moklestad

02/22/2022

A lot of investors may be wondering how rising interest rates might be impacting their investments, so today, we're going to talk about bond funds -- how they operate, some of the details, and see how they're responding to this environment.

Webinar Replay: Secure Act Q&A

Category: Financial Planning

By Kent Kramer

03/31/2020

Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.

April 3, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

04/03/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses bear markets, recessions, and recovery.

April 9, 2020 Financial Perspectives

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

By Kent Kramer

04/09/2020

Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses portfolio positioning.

March 27, 2020 Financial Perspectives

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

By Kent Kramer

03/27/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

Asset Allocation – Explaining 85% of Your Return

Category: Investing » Asset Allocation

By Kent Kramer

06/07/2017

Watch this video blog by Foster Group Chief Investment Officer, Kent Kramer, as he helps explain 85% of your return!

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

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March 27, 2020 Financial Perspectives

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

By Kent Kramer

03/27/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

Asset Allocation – Explaining 85% of Your Return

Category: Investing » Asset Allocation

By Kent Kramer

06/07/2017

Watch this video blog by Foster Group Chief Investment Officer, Kent Kramer, as he helps explain 85% of your return!

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

Today’s Markets Are Powerful Partners for Investor Success

Category: Investing » Foster Group Investment Principles

By Kent Kramer

01/23/2019

Kent Kramer explains how investors can make today's market's their partners for investor success.

Is Your Portfolio Aligned with Your Purpose and Plans?

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

By Kent Kramer

09/15/2017

Kent Kramer explains how to align your portfolio with your purpose and plans.

April 17, 2020 Financial Perspectives

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

By Kent Kramer

04/17/2020

Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.

March 20, 2020 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

03/20/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.

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 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

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?

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.