Good News About Portfolio Costs from DFA
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
Do Simple Better
Category: Investing » Foster Group Investment Principles
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
In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.
April 3, 2020 Financial Perspectives
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
Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses portfolio positioning.
April 17, 2020 Financial Perspectives
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.
Concentration Can Be a Killer
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.
April 24, 2020 Financial Perspectives
Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.
Four Ways to Connect with Foster Group
Category: Investing » Foster Group Investment Principles
How can you stay connected financially during this time?
May 29, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive
ESG Investing. What Does It Mean to be a Responsible Investor?
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.
June 15, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
1:20 - Economic Update
3:55 - Market Review
5:28 - Will a Recession Be Bad for Small Company Stocks?
14:52 - Quote of the Week
3:55 - Market Review
5:28 - Will a Recession Be Bad for Small Company Stocks?
14:52 - Quote of the Week
July 13, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
1:25 - News: June 27th to July 10th
3:49 - Recent Market News & 2020 First Half Markets
6:40 - Headline Risks
12:04 - Know the Sources of Headline Risk
13:53 - Resist Investment Action Based on Headline Risk
15:04 - Develop a Checklist for Headline Risk
3:49 - Recent Market News & 2020 First Half Markets
6:40 - Headline Risks
12:04 - Know the Sources of Headline Risk
13:53 - Resist Investment Action Based on Headline Risk
15:04 - Develop a Checklist for Headline Risk
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
July 28, 2020 Financial Perspectives
1:14 - News: July 13th - July 24th
4:06 - Market News: July 13th - July 24th
5:40 - Are We There Yet?
7:56 - Which Party Is Better?
11:10 - Seeing Only the Negative
August 11, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
1:09 - News: July 27th - August 7th
4:06 - Market News: July 27th - August 7th
4:42 - Are Things Getting Better or Worse?
5:28 - What's Going on with Gold?
10:05 - How Does Foster Group View Gold?
2020: A Predictor’s Kryptonite
Category: Investing » Foster Group Investment Principles
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.
September 4, 2020 Financial Perspectives
1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers
Elections and Your Money
Category: Investing » Foster Group Investment Principles
Kent Kramer and Jason Brown discuss the potential tax implications of either political party being in office and how the market and economy have performed historically in election years.
September 21, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
Elections and Your Money Q&A
Category: Investing » Foster Group Investment Principles
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.