A review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy.
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
A review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy.
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
