Financial Perspectives: The Podcast | Foster Group

This week, join Kent Kramer for an insightful conversation with best-selling author, Professor Meir Statman, a leading expert in behavioral finance. Discover how financial security, optimism, and resilience contribute to overall life well-being. Professor Statman shares his inspiring personal journey and offers practical advice on balancing financial wealth with life’s other important aspects, such as family, health, and meaningful relationships.Subscribe & Connect with Us!Kent KramerProfessor Meir StatmanFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.Subscribe & Connect with Us!Kent KramerAshlee ViereggerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerMarcus IwigCaleb BrownFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 businesses with no common ownership. Bank Iowa may refer prospective clients to Foster Group and Foster Group pays Bank Iowa a percentage of the fees earned from the client or a flat dollar amount. Additional disclosure is provided to all prospective clients Bank Iowa refers.Subscribe & Connect with Us!Matt MoklestadTodd SmithFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerBlackrockFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerMichael WestphalFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 NeussendorferFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerMary Ellen StanekFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 RecapSubscribe & Connect with Us!Kent KramerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 KramerDave ButlerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube

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 OllerFinancial PerspectivesFoster GroupFacebookLinkedInXYouTube