Recent Content

SORT BY
OLDEST

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

Category: Investing
By Kent Kramer
11/18/2019
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.

Embrace Uncertainty!

Category: Investing
By Kent Kramer
12/30/2019
We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.

How Elections Affect the Market

Category: Investing
By Kent Kramer
02/28/2020
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets. 

10 Mistakes Investors Make Without Advisors

Category: Investing
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.

Vaccine for Physician Pocketbooks

Category: Investing » Asset Allocation
By Ross Polking
05/07/2020
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.

What I Think About When Working From Home

Category: Investing
By Walt Mozdzer
05/29/2020
In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.

2020: A Predictor’s Kryptonite

Category: Investing
By Kent Kramer
08/24/2020

At the end of 2019, Foster Group’s Investment Strategy Group wanted to create an object lesson to illustrate how hard it is to predict what will happen in financial markets and the world in general.

Elections and Your Money Q&A

Category: Investing
By Kent Kramer
09/22/2020

Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.