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Sequence of Return Risk

Category: Financial Planning
By Ross Polking
09/27/2021
The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

November 8, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Apply Markets
By Kent Kramer
11/08/2021
You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?

Webinar: ThanksGIVING

Category: Financial Planning » Charitable Giving
By Jason Brown
11/22/2021
Available on demand now, our ThanksGIVING webinar on charitable giving tactics. In this 30 minute webinar, we cover tips on giving, regardless of the amount, satisfying a required minimum distribution, and some of the top questions from our audience.

Q1 Wrap Up: Ukraine, Inflation, Interest Rates | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
04/11/2022
The first quarter of 2022 is in the books and once again, surprising events dominated the news. Russia invading Ukraine and the continued climb in inflation were the focus of attention and for good reason. In this week's Financial Perspectives, we'll take a look at what is happening in markets and the global economy and what investors may want to know.

How Can Investors Benefit from Higher Rates? | Financial Perspectives

Category: Investing » Economics
By Kent Kramer
04/25/2022
With inflation and interest rates rising, are there any silver linings for investors? One DIY US government bond investment you may not have heard about will soon be yielding over 9%. This week, Kent Kramer takes a look at I Bonds, what is happening in markets and the global economy, and what investors may want to know.

Making the Best of It | Financial Perspectives

Category: Investing » Equity / Stocks
By Matt Moklestad
05/23/2022
It continues to be a volatile period for investors in stock and bond markets around the world. And while the news, like the weather, has seemed a little gloomy this spring, summer is around the corner and maybe it’s time to make the best of it! In today’s edition, Matt Moklestad, Lead Advisor – Institutional, discusses tax loss harvesting.