Do Simple Better

A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

March 27, 2020 Market Update

In this Foster Group market update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

March 20, 2020 Market Update

In this Foster Group market update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.

Good News About Portfolio Costs from DFA

Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020. 

10 Mistakes Investors Make Without Advisors

Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.

How Elections Affect the Market

A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets. 

10 Mistakes Investors Make Without Advisors

Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.

How Elections Affect the Market

A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets. 

Embrace Uncertainty!

We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.

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.