The Seesaw of Finance
Category: Investing
There are parallels between concepts in finance and concepts in physics. Let's take a look.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
The Older & Wiser AI: The Market’s Aggregate Intelligence
Category: Investing
Has Artificial Intelligence been causing you anxiety, or made you wonder about the trustworthiness of investment markets? Be reminded that “educated optimism is an antidote for anxious uncertainty”.
The Market: The Original AI | Financial Perspectives
Category: Investing
The acronym “AI” has become synonymous with Artificial Intelligence. But what is Aggregate Intelligence -- "AI"? This week, Kent Kramer explains how trusting markets and harnessing their power and prices is a fundamentally sound way to invest.
The Intersection of Finance & Life Well-Being with Professor Meir Statman | Financial Perspectives
Category: Investing
This week, join Kent Kramer for an insightful conversation with best-selling author, Professor Meir Statman, a leading expert in behavioral finance. Discover how financial security, optimism, and resilience contribute to overall life well-being. Professor Statman shares his inspiring personal journey and offers practical advice on balancing financial wealth with life’s other important aspects, such as family, health, and meaningful relationships.
The Influence of Trust
Category: Financial Planning » Behavioral Finance
A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.
The Gift of Fandom—and Financial Wisdom
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.
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
The Curse of Short-Termism | Financial Perspectives
Category: Investing
Why is short-termism a curse for investors? How can you overcome it by focusing on the big picture? This week, Kent Kramer explains how to avoid the pitfalls of recency bias and market noise.
Stormy Markets | Financial Perspectives
With the US stock market in bear market territory as we go into the second half of 2022, you might feel like we're in a bit of a storm. If you've been feeling under prepared, Matt Moklestad walks us through six considerations for times like these.
Stock Markets Are Positive This Year?
Category: Investing
As this year exemplifies, stock markets have the tendency to do things we would never expect.
Still Searching for the One?
Category: Investing
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
Spring Training Thoughts for Your Portfolio
Category: Investing
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Spring Clean Your Financial Plan
Category: Investing » Asset Allocation
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
Speeding Tickets & Investing
Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Should I Invest in Bitcoin?
Category: Investing
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
Should I Be Worried About Inflation
Category: Investing
September 4, 2020 Financial Perspectives
Category: Investing
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
September 27th, 2021 Financial Perspectives
Category: Investing
In Part two of our interview with Marlena Lee from Dimensional, Kent Kramer and Marlena dig deeper into changes to asset allocation and ESG investing risks and considerations.