March 20, 2020 Financial Perspectives
Category: Investing » Asset Allocation
In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.
Asset Allocation – Explaining 85% of Your Return
Category: Investing » Asset Allocation
Watch this video blog by Foster Group Chief Investment Officer, Kent Kramer, as he helps explain 85% of your return!
March 27, 2020 Financial Perspectives
Category: Investing » Asset Allocation
In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.
Satisfying Your Tastes and Preferences for Investing and Dining
Category: Investing » Asset Allocation
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?
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing » Asset Allocation
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
Can Your Lifeboat Stay Afloat
Category: Investing » Asset Allocation
Do You Have an All-Weather Portfolio?
Category: Investing » Asset Allocation
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
What to Do When the Market Is in a Bad Mood
When the going is good, we’re not all that concerned with asking or answering the question. It is when the going gets tough, like right now, that we find ourselves more interested in asking. So, “What should we do?”
Changing with My Aging
Category: Investing » Asset Allocation
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?
It’s Worth the Trip!
Category: Investing » Asset Allocation
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.