Join Kent Kramer for an interview with Vanguard Senior Portfolio Specialist Bill Puggini about Vanguard’s views on what may move markets in 2025 and beyond. 2025 is full of potential risks and rewards. Kent and Bill discuss how inflation, tariffs, interest rates, market valuations, and political policies are all things that could distract investors from focusing on their most important long-term goals.
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Inflation has been one of the buzzwords in the news media for the past couple of years. Let's explore if it is good or bad and what can you do about it.
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.
This month, Kent Kramer and Caleb Brown discuss insights on how inflation could impact your financial plan and portfolio. Learn how to prepare for inflation, plan for future spending, and invest wisely for your retirement.
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
How will the election affect your financial life? In this webinar, learn how financial markets might react and how you might be tempted to respond.
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
Are you restless with your current career? Here are some steps to help you plan for a “crazy” career change and set some smart guardrails.
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
This week, Kent Kramer discusses how the upcoming election is influencing financial decisions, with 63% of Americans deferring choices until after the results. Despite political uncertainty, markets have shown resilience, highlighting the importance of optimism and staying informed for navigating uncertain times.
Is stock market growth a thing of the past? Headlines making predictions about this have come and gone, some turning out to be spectacularly wrong. Let’s take a look.
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.
This week, Matt Moklestad has a conversation with Todd Smith, the Mortgage Director at Bank Iowa, as he breaks down the complexities of mortgage rates. With nearly 30 years of experience in the banking and mortgage industry, Todd shares insights on how mortgage rates are determined, the factors that influence them, and tips for securing the best rates.
Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.
Executive compensation at the C-suite level typically involves much more than receiving a salary and bonus. Let’s explore three types of executive benefits: deferred compensation, restricted stock, and stock options.
