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?
In recent weeks, China has been a part of US financial headlines for a number of reasons. At Foster Group, we believe in globally diversified model portfolios. We invest our equity portfolios across domestic markets, international markets, and emerging markets. Our models have equity exposure to over 51 countries.
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
How do tariffs impact your investment portfolio? Kent Kramer takes a look at the latest tariff policies, market volatility, and why diversification is key to managing uncertainty.
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?
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.
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
This year, we have seen a runup in several large names, mostly in the technology space. They have been dubbed the “Magnificent Seven” by financial news publications. Why might this matter to an investor?
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
Many Iowa farms are likely to change hands over the next 20 years. Learn why preparing now can help protect the legacy and livelihood of Iowa’s family farms.
Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.
The housing market has been hot since the start of the COVID-19 pandemic. Prices have soared and the interest rate to borrow money for those homes has been at historically low levels. But what is happening now?
Are bonds an income generator—or just dead weight? Let’s find out.
