August 2019 Asset Class Performance Charts

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.

Stop Doing That!

We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.

August 2019 Asset Class Performance Charts

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.

Stop Doing That!

We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.

Wealth With More Purpose

Since 1989, Foster Group’s values-driven team has helped those we serve pursue their personal definitions of Wealth with More Purpose.

Markets Move. So Should You.

The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of “buying low” and “selling high”.