Chart of the Month – Apr 2022
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Good News About Portfolio Costs from DFA
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
How Much Should Associations Hold in Reserve Assets?
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
Mutual Funds and ETFs: What’s the Difference?
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
Chart of the Month – May 2022
Since the beginning of 2020, checkable deposits have quadrupled, giving consumers the ability to continue spending and withstand increased prices. What does this mean for inflation and prices in the future?
Chart of the Month – Aug 2022
The housing market has been hot since the start of the COVID-19 pandemic. Prices have soared and the interest rate to borrow money for those homes has been at historically low levels. But what is happening now?
Chart of the Month – Mar 2022
Are you feeling the pain at the pump? What is driving oil prices higher?
Chart of the Month – Apr 2022
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Good News About Portfolio Costs from DFA
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
How Much Should Associations Hold in Reserve Assets?
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
Mutual Funds and ETFs: What’s the Difference?
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
Chart of the Month – May 2022
Since the beginning of 2020, checkable deposits have quadrupled, giving consumers the ability to continue spending and withstand increased prices. What does this mean for inflation and prices in the future?
Chart of the Month – Aug 2022
The housing market has been hot since the start of the COVID-19 pandemic. Prices have soared and the interest rate to borrow money for those homes has been at historically low levels. But what is happening now?
Chart of the Month – Mar 2022
Are you feeling the pain at the pump? What is driving oil prices higher?
Index vs. Active – Tracking the Costs
Foster Group Chief Investment Officer, Kent Kramer, discusses the various costs associated with Active and Index Investing.
December 21st, 2020 Financial Perspectives
1:07 - In the News: Vaccines, Employment, and Markets
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
February 8, 2021 Financial Perspectives
After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.