2020: A Predictor’s Kryptonite

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.

Elections and Your Money Q&A

Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.

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?

Positives About the Market

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.

Timing Isn’t Everything

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Six Key Ideas for Navigating Markets for the Rest of 2022

Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.

10 Mistakes Investors Make Without Advisors

Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.

Investments Are Long-Term; Brackets Are Short-Term.

As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.

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.