Foster Group - Financial Planning Insights

December 7th, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles

By Kent Kramer

12/07/2020

1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market

What This Year Reminds Us About Fixed Income

Category: Investing » Asset Allocation

By Matt Moklestad

11/24/2020

This year has reminded us of the many important roles that fixed income can play in portfolios.

Elections and Your Money Part II: Post-Election

Category: Investing » Foster Group Investment Principles

By Kent Kramer

11/05/2020

In this Q+A-style webinar, Kent Kramer and Jason Brown addressed: Questions arising from the November 3rd election, what has, hasn’t, and could change as a result of our country’s decision, and how investors should respond to the uncertainty surrounding the election.

October 26, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles

By Kent Kramer

10/26/2020

1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?

Stock Markets Are Positive This Year?

Category: Investing » Foster Group Investment Principles » Apply Markets

By Matt Moklestad

10/23/2020

As this year exemplifies, stock markets have the tendency to do things we would never expect.

The Biggest Risk to Investors Remaining in 2020?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

10/02/2020

Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?

Elections and Your Money Q&A

Category: Investing » Foster Group Investment Principles

By Kent Kramer

09/22/2020

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.

September 21, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles

By Kent Kramer

09/21/2020

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

Category: Investing » Foster Group Investment Principles

By Kent Kramer

09/10/2020

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.