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Chart of the Month – June 2025
Asset Class Returns – Can We Just Pick the Winners?
The Future is Uncertain. Better to Prepare than Predict.
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
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?
Are You Checking Your Accounts Every Day? Stop it.
Does it help or harm the average long-term investor to peek at their own accounts or pay attention to the market every day?
Are You in the Bear Market Buyer’s Club?
For the person who is currently contributing to a portfolio and does not need to take distributions anytime soon, this is a gift. That’s right, a bear market is a gift to those investors. If you are contributing to an investment account right now, you are already in the Bear Market Buyer’s Club.
What to Do When the Market Is in a Bad Mood
When the going is good, we’re not all that concerned with asking or answering the question. It is when the going gets tough, like right now, that we find ourselves more interested in asking. So, “What should we do?”
Do Headlines Cause You to Take Action?
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
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.