Chart of the Month – Feb 2022
Category: Investing
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
Purpose Before Portfolio
Category: Investing
Are you making investment decisions in light of the game you really want to win?
Still Searching for the One?
Category: Investing
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
Inflation Aware Investing
Category: Investing
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
10 Obstacles to Investing – and How to Overcome Them
Category: Investing
In the following article David draws on his years of experience talking with investors and academics alike to address some common hesitations all investors face from time to time.
Do I Have Portfolio Exposure to China?
Category: Investing
In recent weeks, China has been a part of US financial headlines for a number of reasons. At Foster Group, we believe in globally diversified model portfolios. We invest our equity portfolios across domestic markets, international markets, and emerging markets. Our models have equity exposure to over 51 countries.
My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Category: Investing
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
Are You Investing or Playing a Completely Different Game?
Category: Investing
Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.
Do Small Company Stocks Like New Presidents?
Category: Investing
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
My Favorite Blog Posts and Podcast Episodes from 2020
Category: Investing
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
While You Were Sleeping
Category: Investing
Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different.
5 Investor Lessons Courtesy of COVID-19
Category: Financial Planning » Behavioral Finance
2020 is a year we’ll all remember though in many ways we want to forget it.
The Challenge of Entering a Bull Market
Category: Investing
A Q&A with Senior Lead Advisor, Phil Kruzan.
Georgia, Political Majorities, & Markets
Category: Investing
Unprecedented! That word had been used ad nauseam in 2020.
Home Sweet Home, or an Investment?
Category: Financial Planning » Behavioral Finance
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
What This Year Reminds Us About Fixed Income
Category: Investing
This year has reminded us of the many important roles that fixed income can play in portfolios.
Stock Markets Are Positive This Year?
Category: Investing
As this year exemplifies, stock markets have the tendency to do things we would never expect.
The Biggest Risk to Investors Remaining in 2020?
Category: Investing
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?
Elections and Your Money Q&A
Category: Investing
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.