How Elections Affect the Market
Category: Investing
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets.
How is COVID-19 Impacting Real Estate Investment Trusts?
Category: Investing
How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?
How Much Should Associations Hold in Reserve Assets?
Category: Investing
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?
Category: Investing
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
How the “Little Guy” Really Wins in the Market
Category: Investing
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
Category: Investing
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
How to Construct a Good Investment Policy Statement
Category: Investing
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
I Bonds Pay Almost 10%, What’s the Catch?
Category: Investing
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
Identify Your Why
Category: Investing
Navigating the Noise: A Reality Check on Fearful Headlines
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
Nervous About the Market? Maybe You Need a Lifeboat.
Category: Investing
Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.
Past Performance is Not Indicative of Future Results
Category: Foster Group
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
Positives About the Market
Category: Investing
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
Prepare to Win
Category: Investing
Purpose Before Portfolio
Category: Investing
Are you making investment decisions in light of the game you really want to win?
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
Category: Investing
In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20
Recession “Reaction”
Category: Investing
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.
Running to Retirement
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Satisfying Your Tastes and Preferences for Investing and Dining
Category: Investing
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?
Selecting the Best Ingredients for Your Portfolio
Category: Investing
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.