Foster Group - Financial Planning Insights

ESG Investing. What Does It Mean to be a Responsible Investor?

Category: Investing » Asset Allocation

By Kent Kramer

06/10/2020

ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.

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.

April 17, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

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.

Do Simple Better

Category: Investing » Asset Allocation

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.

March 27, 2020 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

03/27/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

March 20, 2020 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

03/20/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.

Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/03/2020

In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20

Selecting the Best Ingredients for Your Portfolio

Category: Investing » Asset Allocation

By Kent Kramer

11/26/2019

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.

Keep Three Buckets in Your Retirement Boat

Category: Investing » Asset Allocation

By Brad Rempe

10/22/2019

One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.

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Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/03/2020

Selecting the Best Ingredients for Your Portfolio

Category: Investing » Asset Allocation

By Kent Kramer

11/26/2019

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.

Keep Three Buckets in Your Retirement Boat

Category: Investing » Asset Allocation

By Brad Rempe

10/22/2019

One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.

Satisfying Your Tastes and Preferences for Investing and Dining

Category: Investing » Asset Allocation

By Kent Kramer

10/18/2019

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?

Carrot Cake, Portfolios, and Recipes that Deliver!

Category: Investing » Asset Allocation

By Kent Kramer

09/27/2019

Changing with My Aging

Category: Investing » Asset Allocation

By Alex Battani

08/23/2019

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?

Do You Have an All-Weather Portfolio?

Category: Investing » Asset Allocation

By Jon Evans

03/15/2019

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.