Financial Perspectives: The Podcast | Foster Group

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs. Subscribe & Connect with Us! Kent...

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. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group...

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. Foster Group and Bank Iowa are unaffiliated b...

This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities. Subscribe & Connect with Us! Kent Kramer Blackrock Financial Perspectives Foster Group Facebook LinkedIn X YouTube

This week, 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. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question. Subscribe & Connect with Us! Kent Kramer Michael Westphal Financial Perspectives Foster Group Facebook LinkedIn X YouTube

This week, Jason Brown is joined by Senior Lead Advisor, Stacie Neussendorfer. Hear Stacie share what she likes most about her job and how her perspective has changed over the years. Stacie also reveals what she feels clients value the most about working with Foster Group, good and bad money decisions, and what she's hopeful for in the future. Subscribe & Connect with Us! Stacie Neussendorfer...

In the first six months of 2024, NVIDIA has seen its stock price appreciate by just under 150%, which represented about 1/3 of the total gain of the S&P 500 in the same period. For those investors who did not own NVIDIA, they are likely experiencing ROMO. This week, Kent Kramer analyzes concentration of value and performance of the global stock market. Subscribe & Connect with Us! Kent Kra...

We believe that investors increase their chances of success by avoiding predictable mistakes -- those practices that sound like they should work but have been shown time and time again to have very low probabilities of success. This week, Kent Kramer examines different studies to help inform our fifth investment principle. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster...

Investors have been puzzled this year, maybe even disappointed, that the bond market broadly has seen negative returns. How can this be when many money markets and bonds have stated yields of more than 5%? This week, Kent Kramer explains why. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

A wise investor will advance with science to increase the probability of good investment outcomes. This week, Kent Kramer shares examples of how advances in finance and economics have impacted investor experience. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

The acronym “AI” has become synonymous with Artificial Intelligence. But what is Aggregate Intelligence -- "AI"? This week, Kent Kramer explains how trusting markets and harnessing their power and prices is a fundamentally sound way to invest. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews. Subscribe & Connect with Us! Kent Krame...

In the NCAA tournaments, uncertainty and underdogs pulling off the impossible upset of a top-ranked team is a certainty. This week, Kent Kramer observes how we can learn from March Madness and apply those observations to investing. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

The world is, and has always been, a surprising and uncertain place. This week, Kent Kramer dives into Foster Group's foundational investment principle #2: Embrace Uncertainty. He provides four positive reasons to embrace uncertainty and two big dangers of not embracing it. Foundational Investment Principle #1 Recap Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group F...

In this week's edition of Financial Perspectives, Kent Kramer covers everything from basketball and movies to Nobel Prize winners and a unique investment journey with Dave Butler, Co-CEO of Dimensional Fund Advisors. Watch " Tune Out the Noise " (Access Code: MARKETSWORK) Subscribe & Connect with Us! Kent Kramer Dave Butler Financial Perspectives Foster Group Facebook LinkedIn X YouTube

This week, Jason Brown is joined by Lead Advisor, Ryne Oller. Hear Ryne 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. Subscribe & Connect with Us! Ryne Oller Financial Perspectives Foster Group Facebook LinkedIn X...

Anytime there is something new that gets a lot of media attention, investors should ask themselves, "Is this an opportunity for me or a distraction for what really matters?" This week, Kent Kramer introduces the first of five investment principles for purposeful investors. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

What small, consistent steps are in your control this year that, if you complete them, can result in accumulated progress for years to come? This week, Kent Kramer discusses how financial planning may help us discover these kinds of things. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

It's that time of year -- news outlets are gathering up nicely wrapped predictions and estimates on what the markets will do in 2024. This week, Kent Kramer analyzes how accurate, or inaccurate, these predictions actually have been in the past. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

Oftentimes, you don't know what your expectations are until they aren't met. In this episode, Kent Kramer looks at how relative risk and comparison within investing may impact your investment experience. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group Facebook LinkedIn X YouTube

Welcome to Financial Perspectives TM : The Podcast, a new series that brings you concise and informative insights covering an array of financial topics, markets, and the economy. Whether you are an individual investor, a business owner, or a financial professional, this podcast is for you. We invite you to tune in the second Wednesday of every month to stay informed with Financial Perspectives: Th...