Beyond Traditional Investments Video
Category: Investing
Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.
Changing with My Aging
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?
The Future is Uncertain. Better to Prepare than Predict.
Category: Investing
Because I work for Foster Group, a firm dedicated to truly caring for the financial lives of those we serve, a lot of the conversations we have with regard to this uncertainty relate to money
Satisfying Your Tastes and Preferences for Investing and Dining
Category: Investing
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?
Keep Three Buckets in Your Retirement Boat
Category: Investing
One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.
Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?
Category: Investing
While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.
Selecting the Best Ingredients for Your Portfolio
Category: Investing
In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.
An Executive’s Financial Guide
Category: Financial Planning » Estate & Transfer Planning
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
How Elections Affect the Market
Category: Investing
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Category: Investing
Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak.
10 Mistakes Investors Make Without Advisors
Category: Investing
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.
Living in Fear of a Market Downturn?
Category: Investing
Dimensional Fund Advisors’ David Booth on why you should change the way you think about investing.
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.
Good News About Portfolio Costs from DFA
Category: Investing
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
March 20, 2020 Financial Perspectives
Category: Investing
In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.
Do Simple Better
Category: Investing
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.
March 27, 2020 Financial Perspectives
Category: Investing
In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Category: Investing
In this 20 minute webinar, Foster Group's Chief Investment Officer, Kent Kramer, explains how the market has responded to the coronavirus outbreak and how investors should react to the recent market declines.
April 3, 2020 Financial Perspectives
Category: Investing
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
Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses portfolio positioning.