Chart of the Month – Mar 2022
Category: Investing
Are you feeling the pain at the pump? What is driving oil prices higher?
Keep Your Eyes on the Horizon and Wings Level
Category: Investing » Alternative Investments
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
Is the Stock Market a Glass Half Full?
Category: Investing
The month of January was marked by negative returns for global stock markets. But, as the well-worn phrase, “Is your glass half full or half empty?” implies, our view of, or the way we feel about the state of markets as investors, may be more related to our personal dispositions than what the numbers indicate.
Chart of the Month – Feb 2022
Category: Investing
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
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.
Purpose Before Portfolio
Category: Investing
Are you making investment decisions in light of the game you really want to win?
Still Searching for the One?
Category: Investing
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
Category: 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
Category: Investing
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.
Georgia, Political Majorities, & Markets
Category: Investing
Unprecedented! That word had been used ad nauseam in 2020.
Home Sweet Home, or an Investment?
Category: Financial Planning » Behavioral Finance
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
What This Year Reminds Us About Fixed Income
Category: Investing
This year has reminded us of the many important roles that fixed income can play in portfolios.
Stock Markets Are Positive This Year?
Category: Investing
As this year exemplifies, stock markets have the tendency to do things we would never expect.
The Biggest Risk to Investors Remaining in 2020?
Category: Investing
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Elections and Your Money Q&A
Category: Investing
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.
Why I Try Not to Pay Attention to the News
Category: Financial Planning » Behavioral Finance
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
2020: A Predictor’s Kryptonite
Category: Investing
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.
Diversification: Preparing for the Next Surprise
Category: Investing
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
How is COVID-19 Impacting Real Estate Investment Trusts?
Category: Investing
How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?
ESG Investing. What Does It Mean to be a Responsible Investor?
Category: Investing
ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.
What I Think About When Working From Home
Category: Investing
In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.