Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
Good News About Portfolio Costs from DFA
Category: Investing
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
Georgia, Political Majorities, & Markets
Category: Investing
Unprecedented! That word had been used ad nauseam in 2020.
Framing Recent Market Volatility | Financial Perspectives (In a Minute)
Category: Investing
Has this been a worrying or boring month in investment markets? Has it been a volatile last four weeks reflecting the narrative in the news media? This week, Kent Kramer introduces framing theory and how we may apply this to investment markets.
Four Ways to Connect with Foster Group
How can you stay connected financially during this time?
Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th
Category: Investing
Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.
Fitch Downgrade: A Closer Look | Financial Perspectives
Category: Investing
Fitch downgraded US government debt from its pristine AAA rating to one notch lower at AA+. While this news may raise some eyebrows, it is essential to keep it in perspective. This week, Matt Moklestad and Michael Westphal have a conversation about its implications and the necessity of diversification.
Fitch Downgrade – A Closer Look
Category: Investing
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Chart of the Month – June 2023
Category: Investing
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Chart of the Month – June 2022
Category: Investing
There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.
Chart of the Month – July 2025
Category: Investing
Wealth doesn’t just grow—it’s built over time, shaped by good habits, smart choices, and life’s ups and downs. In this blog, we take a closer look at the generations of wealth and why intentional estate planning matters now more than ever.
Chart of the Month – July 2023
Category: Investing
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
Chart of the Month – July 2022
Category: Investing
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
Chart of the Month – January 2025
Category: Investing
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.
Chart of the Month – January 2024
Category: Investing
Chart of the Month – Jan 2023
Category: Investing
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – February 2025
Category: Investing
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.
Chart of the Month – February 2024
Category: Investing
Chart of the Month – Feb 2023
Category: Investing
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?