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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.

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.

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.

Webinar: Uncertainty in Ukraine (and Beyond)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
04/07/2022

How do we deal with uncertainty in a globally connected world? Uncertainty is nothing new. It's an ongoing factor in global markets that can be embraced and often managed in investment portfolios. In this webinar, we will cover: potential impacts of Russia and Ukraine on your portfolio, the ripple effects of the war on inflation, interest rates, oil, and continuing market volatility, thoughts on what you could consider doing now, and updates regarding ongoing developments.

The War in Ukraine | Financial Perspectives

Category: Investing
By Kent Kramer
03/08/2022
There’s likely no more important news in the world right now than what is happening in Ukraine as Russia invades their smaller neighbor. Economic impacts are being felt across the globe and there is certainly a humanitarian crisis developing in Europe. Let’s take a look at the impact the Ukraine/Russia crisis has on the US and global economy.

Meta Does Not Equal Value | Financial Perspectives

Category: Investing » Equity / Stocks
By Kent Kramer
02/07/2022
The headlines last week included “Faceplant”, and “Metaflop” following Meta’s disappointing earnings and new users numbers. As interesting as the metaverse may be, it turns out investors still want real world results when it comes to their investments.

June 21, 2021 Financial Perspectives

Category: Investing
By Matt Moklestad
06/21/2021
As investors we are bombarded with continuous news on the stock market and bonds. We think it can be helpful to take a step back and ask the question: are the indexes on the financial media a proper point of reference for you?

June 7, 2021 Financial Perspectives

Category: Investing » Alternative Investments
By Kent Kramer
06/07/2021
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else? This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.

May 24, 2021 Financial Perspectives

Category: Investing
By Kent Kramer
05/24/2021
This week Kent Kramer talks with Daniel Wallick from Vanguard for part two of our interview. This second part focuses on constructing a portfolio, different types of primary goals, and comparing your success to others’.

May 10, 2021 Financial Perspectives

Category: Investing » Fixed Income / Bonds
By Kent Kramer
05/10/2021
Daniel Wallick joins us from Vanguard for a two-part interview on our bi-monthly Financial Perspectives. This first part centers on interest rates, inflation, and the bond market. Are you wondering about what part bonds play in your portfolio and what do interest rates and potential inflation have to do with that?

April 26, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Apply Markets
By Kent Kramer
04/26/2021
Markets have been reaching some all-time highs recently. US stock markets, foreign stock markets, even newer assets like bitcoin, SPACs, and NFTs have been soaring much of the past six months. At these relatively high values more than a few skeptics are predicting a fall. Some say correction – a temporary minor adjustment; some say crash – major problem ahead. Is there a reason to be acrophobic – fearful about markets at record heights?