There is just something about the NCAA Men’s and Women’s College Basketball Tournament. There is tremendous excitement in many families and workplaces as tournament brackets are filled in with predictions about the outcomes of 67 games over a three-week period.
In the NCAA tournaments, uncertainty and underdogs pulling off the impossible upset of a top-ranked team is a certainty. This week, Kent Kramer observes how we can learn from March Madness and apply those observations to investing.
Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
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.
At Foster Group, we encourage our clients to live lives of meaning and generosity, and some of our clients embody this. Of all the amazing stories I’ve heard, the following has impacted me most deeply.
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
