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.
There's a lot of uncertainty in the world. Investors are asking, "What should I be doing in my portfolio right now based on what is happening in the world?" This week, Kent Kramer looks at five key investment ideas to help determine if your approach is reflecting the things that are most important.
This week, Jason Brown is joined by Lead Advisor, Caleb Brown. Hear Caleb share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, good and bad money decisions, and what he's hopeful for in the future.
1:00 – What do you like most about your job at Foster Group?
1:50 – How has your perspective on your role changed over the years?
3:21 – What do you think clients value most about working with you?
5:18 – What's the worst decision you've ever made with your money?
5:50 – What are some of the best decisions you've ever made with your money?
6:42 – What do you hope people would, or wouldn't do, with their money?
7:38 – What are you hopeful about for the future?
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.
Fitch downgraded US government debt from its pristine AAA rating to one notch lower at AA+. While this news may raise some eyebrows, it is essential to keep it in perspective. This week, Matt Moklestad and Michael Westphal have a conversation about its implications and the necessity of diversification.
0:00 – Introduction
0:11 – What does Fitch actually do and what is a debt rating?
1:08 – What led to Fitch downgrading the US?
2:06 – Is there anything investors should be concerned about?
2:38 – Will this have much of an impact on portfolios?
3:17 – Closing Thoughts