Foster Group Market Updates

Join Foster Group for financial perspectives delivered in a brief video format. We’ll cover timely topics related to the current economic environment and keep you up-to-date on investment news. We will also provide insights on how investors can maintain a long-term perspective.

November 21, 2022

"Everything good in life is just the gap between expectations and reality." - Morgan Housel. This week, Kent Kramer shares his thoughts on market history and setting expectations.

 

November 7, 2022

Poker is great training ground for evaluating circumstances where you may have enough information to know the odds of success or failure, but not enough information to guarantee the outcome -- a lot like investing. This week, Kent Kramer looks at how understanding odds and probability can help make sense of elections and investment markets.

0:15 – Introduction
1:30 – Mid-Term Elections
4:23 – Inflation & Interest Rates
7:40 – Market Performance & Mid-Term Election Years

 

October 24, 2022

While this year has had its share of negative financial news, there might be one opportunity to pay some taxes now in order to save some money on taxes later. This week, Kent Kramer walks us through Roth IRA conversions.

 

October 10, 2022

What is ESG Investing and what could you expect over the long term? ESG investing has been in the news quite a bit lately and like politics it has people taking sides and making some big claims as to what is right or wrong with it.

0:15 – Introduction
0:52 – What is ESG investing?
3:01 – What are investor motivations?
6:38 – Putting Together an ESG Portfolio
8:13 – Closing Thoughts

This week, Kent Kramer discusses ESG Investing and what you could expect over the long term.

 


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