What Does It Mean to Be an Investor? – Part One
Category: Investing
For a minute, I want to think broadly about the question, “What does it mean to be an investor?”
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
What Do I Focus on NOW?
Category: Investing
What Did You Expect? | Financial Perspectives (In a Minute)
Category: Investing
"Everything good in life is just the gap between expectations and reality." - Morgan Housel. This week, Kent Kramer shares his thoughts on market history and setting expectations.
What Can You Expect in 2023? | Financial Perspectives (In a Minute)
Category: Investing
As we head into 2023, the question we get most often is, "What's next for markets and what can we expect in our portfolios?" This week, Kent Kramer and Ryne Oller try to answer just that.
What Are You Waiting For? | Financial Perspectives
Category: Investing
This week, Kent Kramer discusses how the upcoming election is influencing financial decisions, with 63% of Americans deferring choices until after the results. Despite political uncertainty, markets have shown resilience, highlighting the importance of optimism and staying informed for navigating uncertain times.
What a Difference a Year Makes
Category: Investing
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.
Webinar: Uncertainty in Ukraine (and Beyond)
How do we deal with uncertainty in a globally connected world? Uncertainty is nothing new. It's an ongoing factor in global markets that can be embraced and often managed in investment portfolios. In this webinar, we will cover: potential impacts of Russia and Ukraine on your portfolio, the ripple effects of the war on inflation, interest rates, oil, and continuing market volatility, thoughts on what you could consider doing now, and updates regarding ongoing developments.
Webinar: Making Your Own Path Through Election Year Financial Markets
There's always concern and uncertainty present in election years. Predicting the markets impact of potential political transition isn't easy for anyone. With inflation rising, it's understandable to be concerned. Is there another way to think about the unknown?
Webinar: Elections & Your Money
How will the election affect your financial life? In this webinar, learn how financial markets might react and how you might be tempted to respond.
Webinar Replay: Prediction, Expectation, Speculation, & Preparation
Category: Investing
Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.
War in Israel: Market Meltdown?
Category: Investing
Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
Value vs Growth – What does that Mean?
Category: Investing
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
Vaccine for Physician Pocketbooks
Category: Investing » Asset Allocation
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.
Understanding Mortgage Rates: A Conversation with Todd Smith of Bank Iowa | Financial Perspectives
Category: Investing
This week, Matt Moklestad has a conversation with Todd Smith, the Mortgage Director at Bank Iowa, as he breaks down the complexities of mortgage rates. With nearly 30 years of experience in the banking and mortgage industry, Todd shares insights on how mortgage rates are determined, the factors that influence them, and tips for securing the best rates.
Understanding ETFs and Factor Investing with Blackrock’s Bob Hum | Financial Perspectives
Category: Investing
This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities.
Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th
Category: Investing
Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.
Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th
Category: Investing
Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.
Trouble With Mean Reversion
Category: Investing
Today’s Markets Are Powerful Partners for Investor Success
Category: Investing
Kent Kramer explains how investors can make today's market's their partners for investor success.
Timing Isn’t Everything
Category: Investing
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.