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Chart of the Month – April 2024

Category: Investing » Foster Group Investment Principles
By Michael Westphal
04/03/2024

Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell. 

Tailoring Your Financial Plan to Match Your Goals

Category: Investing » Foster Group Investment Principles
By Brittany Heard
04/02/2024

If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.

March: Predictable Madness and Markets | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
03/25/2024

In the NCAA tournaments, uncertainty and underdogs pulling off the impossible upset of a top-ranked team is a certainty. This week, Kent Kramer observes how we can learn from March Madness and apply those observations to investing.

“Sportsified” Diversification

Category: Investing » Foster Group Investment Principles
By Ross Polking
03/13/2024

The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.

2024 Looks as Uncertain as Ever | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
03/11/2024

The world is, and has always been, a surprising and uncertain place. This week, Kent Kramer dives into Foster Group's foundational investment principle #2: Embrace Uncertainty. He provides four positive reasons to embrace uncertainty and two big dangers of not embracing it.

Chart of the Month – March 2024

Category: Investing » Foster Group Investment Principles
By Michael Westphal
03/07/2024

Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.

Navigating the Noise: A Reality Check on Fearful Headlines

Category: Investing » Foster Group Investment Principles
By Marcus Iwig
03/05/2024

Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.

Basketball, Movies, and the Transformed Investor | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
02/26/2024

In this week's edition of Financial Perspectives, Kent Kramer covers everything from basketball and movies to Nobel Prize winners and a unique investment journey with Dave Butler, Co-CEO of Dimensional Fund Advisors.

Watch "Tune Out the Noise": https://film.dimensional.com
Access Code: MARKETSWORK

The Once a Year Approach to Looking at Investments

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Jason Brown
02/13/2024

Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.

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Chart of the Month – January 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
01/17/2024

Compound the Growth of Your 2024 Plans | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Kent Kramer
01/08/2024

What small, consistent steps are in your control this year that, if you complete them, can result in accumulated progress for years to come? This week, Kent Kramer discusses how financial planning may help us discover these kinds of things.

The “Gift” You Shouldn’t Open: Predictions | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
12/11/2023

It's that time of year -- news outlets are gathering up nicely wrapped predictions and estimates on what the markets will do in 2024. This week, Kent Kramer analyzes how accurate, or inaccurate, these predictions actually have been in the past.

It’s Gotten Better – Expect it to Continue | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles
By Kent Kramer
11/27/2023

Coming off the Thanksgiving holiday, are you feeling optimistic? If you are an investor, you've likely answered the question with a "yes." This week, Kent Kramer explains why long-term optimism is justifiable in a world filled with bad news.

That’s Not What I Expected | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
11/13/2023

Oftentimes, you don't know what your expectations are until they aren't met. This week, Kent Kramer looks at how relative risk and comparison within investing may impact your investment experience.

Chart of the Month – Oct 2023

Category: Investing » Foster Group Investment Principles
By Ryan Lamoureux
10/10/2023

Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”

The Curse of Short-Termism | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
10/09/2023

Why is short-termism a curse for investors? How can you overcome it by focusing on the big picture? This week, Kent Kramer explains how to avoid the pitfalls of recency bias and market noise.

Celebrating Saying Goodbye Day

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Jim Laursen
09/26/2023

In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys. 

5 Important Ideas for Investors | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles
By Kent Kramer
09/25/2023

There's a lot of uncertainty in the world. Investors are asking, "What should I be doing in my portfolio right now based on what is happening in the world?" This week, Kent Kramer looks at five key investment ideas to help determine if your approach is reflecting the things that are most important.

Do Headlines Cause You to Take Action?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Jason Brown
09/18/2023

Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.

Fantasy Football and Financial Planning: What is your strategy?

Category: Investing » Foster Group Investment Principles
By Ross Polking
08/01/2023

Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan. 

Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)

Category: Investing » Active Management
By Kent Kramer
07/24/2023

What investor wouldn't like to have a little more return? This week, Kent Kramer breaks down the average investor return calculation and the options you may have to be better than average.

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