Timing Isn’t Everything
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
Markets Move. So Should You.
Category: Investing
The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.
Making Time
Category: Foster Group
In our fast-paced, busy world, slowing down and taking the time to notice the things and people around you can be a challenge.
Even Your Finances Need Weed Whacking Sometimes
Category: Financial Planning » Behavioral Finance
Financial planning can be a lot like that. The parallels to personal finance may not be point for point, but as the seasons change, so may assets on a personal financial statement.
3 Key Topics You Should Know from the Retirement Enhancement Act
Category: Financial Planning » Estate & Transfer Planning
While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.
The Goslings at Foster Group Have Got Me Thinking
Category: Financial Planning » Behavioral Finance
We all will go through life seasons, and, with that, our ability to invest and what that ‘investment’ looks like will be different. No matter what season you’re in, don’t let it stop you from investing in something you care about.
The Power of Delegation for Executives
Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?
Money and Emotions
Category: Financial Planning » Behavioral Finance
The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.
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.