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Chart of the Month – April 2024

Category: Investing » Foster Group Investment Principles
By Michael Westphal
04/03/2024

Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell. 

Tailoring Your Financial Plan to Match Your Goals

Category: Investing » Foster Group Investment Principles
By Brittany Heard
04/02/2024

If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.

“Sportsified” Diversification

Category: Investing » Foster Group Investment Principles
By Ross Polking
03/13/2024

The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.

Chart of the Month – March 2024

Category: Investing » Foster Group Investment Principles
By Michael Westphal
03/07/2024

Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.

Navigating the Noise: A Reality Check on Fearful Headlines

Category: Investing » Foster Group Investment Principles
By Marcus Iwig
03/05/2024

Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.

The Once a Year Approach to Looking at Investments

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Jason Brown
02/13/2024

Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.

Chart of the Month – February 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
02/09/2024

How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?

Category: Investing » Foster Group Investment Principles
By Kent Kramer
01/22/2024

Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.

Chart of the Month – January 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
01/17/2024
Previous 1 2 3 4 5 … 15 Next

Chart of the Month – February 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
02/09/2024

How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?

Category: Investing » Foster Group Investment Principles
By Kent Kramer
01/22/2024

Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.

Chart of the Month – January 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
01/17/2024

Chart of the Month – Oct 2023

Category: Investing » Foster Group Investment Principles
By Ryan Lamoureux
10/10/2023

Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”

Celebrating Saying Goodbye Day

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Jim Laursen
09/26/2023

In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys. 

Do Headlines Cause You to Take Action?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Jason Brown
09/18/2023

Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.

Fantasy Football and Financial Planning: What is your strategy?

Category: Investing » Foster Group Investment Principles
By Ross Polking
08/01/2023

Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan. 

A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Ashlee Vieregger
07/05/2023

Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.

Chart of the Month – June 2023

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
06/27/2023

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.

Navigating the Course of Retirement Planning

Category: Investing » Foster Group Investment Principles
By Andy Mullan
06/15/2023

Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse. 

Baseball and Investing: Managing Behavior for Success

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
05/18/2023

Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.

Chart of the Month – May 2023

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
05/04/2023

In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods. 

Previous 1 2 3 4 5 … 12 Next
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