Chart of the Month – Feb 2022
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Happy New Year? | Financial Perspectives
Market returns for the first three weeks of 2022 have not been full of happy reports. US stocks, especially some of the biggest names and winners of 2020 and 2021 have fallen into what is called “correction” territory. Is inflation and the concern with rising interest rates the whole story?
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
New Year – Rates are Rising | Financial Perspectives
Welcome to 2022 where the news seem to focus, again, on rising rates –for COVID infections due to Omicron, inflation, and interest rates. The markets seem to be most concerned about interest rates. This week Kent Kramer looks at why that might be the case and what may be in store for interest rates in 2022.
Purpose Before Portfolio
Category: Investing » Foster Group Investment Principles
Are you making investment decisions in light of the game you really want to win?
Still Searching for the One?
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
Inflation Aware Investing
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
10 Obstacles to Investing – and How to Overcome Them
In the following article David draws on his years of experience talking with investors and academics alike to address some common hesitations all investors face from time to time.
My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
February 22, 2021 Financial Perspectives
Every week it seems there is a new story about which investment, which “trade”, is making amazing money. Each new story brings a sense of urgency, act quickly before it’s too late. You can’t afford to miss out on this one. There are at least 3 important risks investors should pay attention to, some are urgent, some are important, some are both, some are neither.
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.
February 8, 2021 Financial Perspectives
After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.
January 29, 2021 Financial Perspectives
What game is being played between Reddit and Wall Street? This week we explore what's been going on with GameStop stock and how short selling works.
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.
January 25, 2021 Financial Perspectives
Four years ago, Donald Trump was elected President of the United States and small company stocks went up over 20% in three months post-election. In the three months since Joe Biden was elected President of the United States, small company stocks are up over 30%. Do small company stock investors just like new Presidents?
January 11, 2021 Financial Perspectives
Category: Investing » Foster Group Investment Principles
2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?
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.
December 21st, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
1:07 - In the News: Vaccines, Employment, and Markets
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
December 7th, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market