Chart of the Month – March 2025
Category: Investing
Selecting a top-performing fund or manager is easier said than done, no matter the asset class. Let's look at why.
Chart of the Month – January 2025
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.
Chart of the Month – November 2024
When we examine the historical relationship between equities and cash, it becomes evident that while cash may offer safety and short-term stability, equities tend to outperform over time. For long-term investors, remember that your plan should influence the portfolio and that reacting to market conditions is not a wise reason to change your plan.
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 – July 2024
Category: Investing » Asset Allocation
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?
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.
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.