Do Headlines Cause You to Take Action?
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Fantasy Football and Financial Planning: What is your strategy?
Category: Investing » Foster Group Investment Principles
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.
Chart of the Month – June 2023
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Navigating the Course of Retirement Planning
Category: Investing » Foster Group Investment Principles
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Baseball and Investing: Managing Behavior for Success
Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.
Chart of the Month – May 2023
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Investments Are Long-Term; Brackets Are Short-Term.
Category: Investing » Foster Group Investment Principles
As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.
Bad News
Category: Investing » Foster Group Investment Principles
Is the title to this blog supposed to be clickbait? Of course it is. That is the point of this blog. Bad news sells.
Do Headlines Cause You to Take Action?
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Fantasy Football and Financial Planning: What is your strategy?
Category: Investing » Foster Group Investment Principles
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.
Chart of the Month – June 2023
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Navigating the Course of Retirement Planning
Category: Investing » Foster Group Investment Principles
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Baseball and Investing: Managing Behavior for Success
Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.
Chart of the Month – May 2023
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Investments Are Long-Term; Brackets Are Short-Term.
Category: Investing » Foster Group Investment Principles
As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.
Bad News
Category: Investing » Foster Group Investment Principles
Is the title to this blog supposed to be clickbait? Of course it is. That is the point of this blog. Bad news sells.
Making the Most of a Bear Market
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
Positives About the Market
Category: Investing » Foster Group Investment Principles
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
Chart of the Month – Dec 2022
Category: Investing » Foster Group Investment Principles
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.