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.
Are You Getting the Top 4% of the Market? | Financial Perspectives
How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question.
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.
Chart of the Month – March 2024
Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.
“60% of the Time, It Works Every Time.”
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
What a Difference a Year Makes
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
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.
Are You Getting the Top 4% of the Market? | Financial Perspectives
How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question.
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.
Chart of the Month – March 2024
Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.
“60% of the Time, It Works Every Time.”
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
What a Difference a Year Makes
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
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.
Investors Must Be Present to Win
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.
Concentration Can Be a Killer
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.