Inflation Aware Investing
Category: Investing » Equity / Stocks
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
Do I Have Portfolio Exposure to China?
In recent weeks, China has been a part of US financial headlines for a number of reasons. At Foster Group, we believe in globally diversified model portfolios. We invest our equity portfolios across domestic markets, international markets, and emerging markets. Our models have equity exposure to over 51 countries.
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing » Equity / Stocks
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
You Will Have Forgotten Monday, July 19
Category: Investing » Equity / Stocks
By the time you read this, you will have most likely forgotten today. My guess is that you won’t remember what went on this day. You might remember a feeling or thought you had when you heard what was happening in the stock market. But then, you sent an email, mowed your lawn, took your dog on a walk and ate something healthy, like broccoli, for dinner.
Are You Afraid of (Market) Heights?
Category: Investing » Equity / Stocks
Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”
How the “Little Guy” Really Wins in the Market
Category: Investing » Equity / Stocks
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
What a Difference a Year Makes
Category: Investing » Equity / Stocks
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.
Do Small Company Stocks Like New Presidents?
Category: Investing » Equity / Stocks
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?
While You Were Sleeping
Category: Investing » Equity / Stocks
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 Challenge of Entering a Bull Market
Category: Investing » Equity / Stocks
A Q&A with Senior Lead Advisor, Phil Kruzan.
Stock Markets Are Positive This Year?
Category: Investing » Equity / Stocks
As this year exemplifies, stock markets have the tendency to do things we would never expect.
$1 Trillion!
Category: Investing » Equity / Stocks
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Timing Isn’t Everything
Category: Investing » Equity / Stocks
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
High Profit vs Low Profit: The Returns Are In!
Category: Investing » Equity / Stocks
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?