Do You Have an All-Weather Portfolio?
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
High Profit vs Low Profit: The Returns Are In!
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.
Do You Have an All-Weather Portfolio?
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
High Profit vs Low Profit: The Returns Are In!
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.
Timing Isn’t Everything
Category: Investing » Foster Group Investment Principles
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
Changing with My Aging
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
The Future is Uncertain. Better to Prepare than Predict.
Category: Investing » Foster Group Investment Principles
Because I work for Foster Group, a firm dedicated to truly caring for the financial lives of those we serve, a lot of the conversations we have with regard to this uncertainty relate to money
Satisfying Your Tastes and Preferences for Investing and Dining
Category: Investing » Foster Group Investment Principles
If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?
Keep Three Buckets in Your Retirement Boat
Category: Investing » Foster Group Investment Principles
One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.
Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?
While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.