Chart of the Month – September 2024
Do you wonder why we invest in equities? Equities are an attractive investment for their growth characteristics, but they have also served as a hedge against inflation.
How Should a Nonprofit Allocate its Investment Portfolio?
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
Predictable Mistakes
Category: Investing » Foster Group Investment Principles
We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.
Chart of the Month – July 2024
Category: Investing » Foster Group Investment Principles
International Stocks – Are they necessary?
Chart of the Month – June 2024
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
Value vs Growth – What does that Mean?
Category: Investing » Foster Group Investment Principles
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
The Older & Wiser AI: The Market’s Aggregate Intelligence
Category: Investing » Foster Group Investment Principles
Has Artificial Intelligence been causing you anxiety, or made you wonder about the trustworthiness of investment markets? Be reminded that “educated optimism is an antidote for anxious uncertainty”.
Chart of the Month – May 2024
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Embracing Uncertainty
Category: Investing » Foster Group Investment Principles
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
Chart of the Month – September 2024
Do you wonder why we invest in equities? Equities are an attractive investment for their growth characteristics, but they have also served as a hedge against inflation.
How Should a Nonprofit Allocate its Investment Portfolio?
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
Predictable Mistakes
Category: Investing » Foster Group Investment Principles
We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.
Chart of the Month – July 2024
Category: Investing » Foster Group Investment Principles
International Stocks – Are they necessary?
Chart of the Month – June 2024
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
Value vs Growth – What does that Mean?
Category: Investing » Foster Group Investment Principles
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
The Older & Wiser AI: The Market’s Aggregate Intelligence
Category: Investing » Foster Group Investment Principles
Has Artificial Intelligence been causing you anxiety, or made you wonder about the trustworthiness of investment markets? Be reminded that “educated optimism is an antidote for anxious uncertainty”.
Chart of the Month – May 2024
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Embracing Uncertainty
Category: Investing » Foster Group Investment Principles
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
Chart of the Month – April 2024
Category: Investing » Foster Group Investment Principles
Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.
Tailoring Your Financial Plan to Match Your Goals
Category: Investing » Foster Group Investment Principles
If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.
“Sportsified” Diversification
Category: Investing » Foster Group Investment Principles
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.