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Cryptocurrency: Not for the Faint of Heart

Category: Investing
By Ryan Lamoureux
07/23/2021

Will cryptocurrency replace the $20 bill in your pocket? Will the decentralization/digitization of currency end up solving anything? Will it be of long-term value? Or will it end up being only a place for speculators to try and capitalize on the sentiment of others? Anyone wanting to allocate to cryptocurrency should understand the inherent uncertainty and volatility of this relatively new digital commodity.

What a Difference a Year Makes

Category: Investing
By Ross Polking
03/31/2021

On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone. 

YOLO, Meme, and EMH: What’s Your Investment Style?

Category: Investing
By Guest Blogger
03/16/2021

Guest Blogger, Marlena Lee, PhD. While it’s not the intended victim of the YOLO traders, will the efficient market hypothesis be a casualty of these events? The answer depends a lot on your definition of efficient markets.

Are You Investing or Playing a Completely Different Game?

Category: Investing
By Jason Brown
03/09/2021

Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.

Embrace Uncertainty!

Category: Investing
By Kent Kramer
12/30/2019
We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

Category: Investing
By Kent Kramer
11/18/2019
While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.

Beyond Traditional Investments

Category: Investing
By Matt Moklestad
08/09/2019
Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Timing Isn’t Everything

Category: Investing
By Foster Group
08/01/2019
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Markets Move. So Should You.

Category: Investing
By Ryan Lamoureux
07/29/2019
The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.