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Chart of the Month – June 2023

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Michael Westphal
06/27/2023

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.

A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ashlee Vieregger
07/05/2023

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.

Avoid Disappointment: Be a Fair-Weather Fan

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
07/20/2018

Annuities- Read the Fine Print

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
04/04/2018

Running to Retirement

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
11/22/2022

Stay diversified, and stay the course. That’s good advice for both runners and investors.

Recession “Reaction”

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
07/29/2022

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.

Baseball and Investing: Managing Behavior for Success

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
05/18/2023

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.

What a Difference a Year Makes

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
03/31/2021

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. 

While You Were Sleeping

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ryne Oller
01/26/2021

Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different. 

1 2 3 … 8 Next

Chart of the Month – June 2023

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Michael Westphal
06/27/2023

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.

A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ashlee Vieregger
07/05/2023

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.

Avoid Disappointment: Be a Fair-Weather Fan

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
07/20/2018

Annuities- Read the Fine Print

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
04/04/2018

Running to Retirement

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
11/22/2022

Stay diversified, and stay the course. That’s good advice for both runners and investors.

Recession “Reaction”

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
07/29/2022

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.

Baseball and Investing: Managing Behavior for Success

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
05/18/2023

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.

What a Difference a Year Makes

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
03/31/2021

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. 

While You Were Sleeping

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ryne Oller
01/26/2021

Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different. 

What I Think About When Working From Home

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Walt Mozdzer
05/29/2020
In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.

Investors Must Be Present to Win

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Walt Mozdzer
05/04/2022

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

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Matt Moklestad
04/23/2020
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.
1 2 3 … 6 Next
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