Trouble With Mean Reversion
Category: Investing
Spring Training Thoughts for Your Portfolio
Category: Investing
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Are You an Owner or a Lender
Category: Investing
Should I Be Worried About Inflation
Category: Investing
Do Simple Better
Category: Investing
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.
Your Costs Matter
Category: Investing
Prepare to Win
Category: Investing
Annuities- Read the Fine Print
Category: Investing
Consider This
Category: Investing
Running to Retirement
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Baseball and Investing: Managing Behavior for Success
Category: Investing
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.
“Sportsified” Diversification
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.
Fantasy Football and Financial Planning: What is your strategy?
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.
Investing Wisely for the Marathon
Investing, much like running a marathon, requires strategy and discipline. The temptation to chase short-term gains or follow the crowd can be hard to resist—but it often leads to burnout and disappointment. So how do you stay on track and set yourself up for long-term success?
Past Performance is Not Indicative of Future Results
Category: Foster Group
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
While You Were Sleeping
Category: Investing
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.
Making the Most of a Bear Market
Category: Investing
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
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.
When Market Volatility Creates Opportunity
Category: Financial Planning » Behavioral Finance
The first half of 2022 has proven to be challenging for investors. Being an investor during volatile markets isn’t easy, but there are a few strategies to consider in order to make the best of a difficult situation.
Navigating the Course of Retirement Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
All-Weather Investing: Preparing Your Portfolio for Any Market
Category: Investing
Summer travel reminds us that even the best-laid plans can run into unexpected storms. The same is true for investing—your portfolio should be prepared to weather whatever the market forecast brings. Let’s take a look at how to help you stay on course.