It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
My Favorite Blog Posts and Podcast Episodes from 2020
Category: Investing » Foster Group Investment Principles
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
While You Were Sleeping
Category: Investing » Foster Group Investment Principles
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.
5 Investor Lessons Courtesy of COVID-19
Category: Investing » Foster Group Investment Principles
2020 is a year we’ll all remember though in many ways we want to forget it.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
What This Year Reminds Us About Fixed Income
Category: Investing » Asset Allocation
This year has reminded us of the many important roles that fixed income can play in portfolios.
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
Selecting the Best Ingredients for Your Portfolio
Category: Investing » Foster Group Investment Principles
In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.
Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?
While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.
Keep Three Buckets in Your Retirement Boat
Category: Investing » Foster Group Investment Principles
One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.
Satisfying Your Tastes and Preferences for Investing and Dining
Category: Investing » Foster Group Investment Principles
If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?
The Future is Uncertain. Better to Prepare than Predict.
Category: Investing » Foster Group Investment Principles
Because I work for Foster Group, a firm dedicated to truly caring for the financial lives of those we serve, a lot of the conversations we have with regard to this uncertainty relate to money
Changing with My Aging
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
Timing Isn’t Everything
Category: Investing » Foster Group Investment Principles
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
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.
High Profit vs Low Profit: The Returns Are In!
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
Do You Have an All-Weather Portfolio?
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.