How the “Little Guy” Really Wins in the Market
Category: Investing
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Taking the Long View in a Short-Term World
Category: Investing
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
What a Difference a Year Makes
Category: Investing
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
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.
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
Are You Investing or Playing a Completely Different Game?
Category: Investing
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.
Do Small Company Stocks Like New Presidents?
Category: Investing
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?
My Favorite Blog Posts and Podcast Episodes from 2020
Category: Investing
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
While You Were Sleeping
Category: Investing
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.
The Future is Uncertain. Better to Prepare than Predict.
Category: Investing
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?
Beyond Traditional Investments
Category: Investing
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
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
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?.
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
Category: Investing
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!
Category: Investing
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?
5 Ways to Make Your Investment Portfolio More Tax-Efficient
Category: Investing
Just like you pay taxes on the income you earn at your job; you also must pay taxes on the income or gains earned on your non-retirement investments.
Spring Training Thoughts for Your Portfolio
Category: Investing
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Do You Have an All-Weather Portfolio?
Category: Investing
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.
Is a Recession Around the Curve?
Category: Investing