Foster Group - Financial Planning Insights

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 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

Cloudy Markets Still Have a Silver (Tax) Lining

Category: Investing » Diversification

By Marcus Iwig

04/24/2020

During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting

Concentration Can Be a Killer

Category: Investing » Diversification

By Matt Moklestad

04/23/2020

Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.

April 17, 2020 Financial Perspectives

Category: Investing » Diversification

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.

April 9, 2020 Financial Perspectives

Category: Investing » Diversification

By Kent Kramer

04/09/2020

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

April 3, 2020 Financial Perspectives

Category: Investing » Diversification

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.

Do Simple Better

Category: Investing » Diversification

By Brad Rempe

03/27/2020

A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

10 Mistakes Investors Make Without Advisors

Category: Investing » Diversification

By Foster Group

03/03/2020

Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.