Consider This
Category: Investing » Foster Group Investment Principles
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.
Chart of the Month – October 2024
Is stock market growth a thing of the past? Headlines making predictions about this have come and gone, some turning out to be spectacularly wrong. Let’s take a look.
Chart of the Month – Oct 2023
Category: Investing » Foster Group Investment Principles
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
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 – Nov 2022
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
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.
Chart of the Month – May 2023
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
An Investment Portfolio Is Like a Good Smoothie
Category: Investing » Foster Group Investment Principles
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
An Executive’s Financial Guide
Category: Investing » Foster Group Investment Principles
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.
A Few of My Favorite Things
Almost everyone has a few of their favorite things. One of my top questions to ask friends and clients is, “What are some of your most treasured memories and keepsakes?”
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.
2020: A Predictor’s Kryptonite
Category: Investing » Foster Group Investment Principles
At the end of 2019, Foster Group’s Investment Strategy Group wanted to create an object lesson to illustrate how hard it is to predict what will happen in financial markets and the world in general.
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.
$1 Trillion!
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
“Sportsified” Diversification
Category: Investing » Foster Group Investment Principles
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
“My Portfolio is Doing Well / Poor Compared to What?”
Category: Investing » Foster Group Investment Principles
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?