January 29, 2021 Financial Perspectives
What game is being played between Reddit and Wall Street? This week we explore what's been going on with GameStop stock and how short selling works.
While You Were Sleeping
Category: Investing » Foster Group Investment Principles
Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different.
January 25, 2021 Financial Perspectives
Four years ago, Donald Trump was elected President of the United States and small company stocks went up over 20% in three months post-election. In the three months since Joe Biden was elected President of the United States, small company stocks are up over 30%. Do small company stock investors just like new Presidents?
January 11, 2021 Financial Perspectives
Category: Investing » Foster Group Investment Principles
2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?
5 Investor Lessons Courtesy of COVID-19
Category: Investing » Foster Group Investment Principles
2020 is a year we’ll all remember though in many ways we want to forget it.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
December 21st, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
1:07 - In the News: Vaccines, Employment, and Markets
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
December 7th, 2020 Financial Perspectives
Category: Investing » Foster Group Investment Principles
1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market
An Executive’s Financial Guide
Category: Investing » Foster Group Investment Principles
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
Selecting the Best Ingredients for Your Portfolio
Category: Investing » Foster Group Investment Principles
In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.
Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?
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.
Keep Three Buckets in Your Retirement Boat
Category: Investing » Foster Group Investment Principles
One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.
Satisfying Your Tastes and Preferences for Investing and Dining
Category: Investing » Foster Group Investment Principles
If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?
The Future is Uncertain. Better to Prepare than Predict.
Category: Investing » Foster Group Investment Principles
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
Changing with My Aging
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
Timing Isn’t Everything
Category: Investing » Foster Group Investment Principles
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.
High Profit vs Low Profit: The Returns Are In!
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
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.