Chart of the Month – December 2023

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? 

Our Favorite Book & Podcasts of 2023

“What books would you recommend?” “What podcasts do you listen to?” At Foster Group we often get asked questions like these. Here’s a short list of some recent responses from our team. 

Past Performance is Not Indicative of Future Results

“Past performance is not indicative of future results.”  Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?

Investments Are Long-Term; Brackets Are Short-Term.

As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.

What Does the World Require of You?

When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”