Do You Have an All-Weather Portfolio

While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.

Thinking About Stock Market Volatility

What caused the stock market to drop almost 20% in the fourth quarter of 2018? What caused the stock market to rebound so quickly in the first quarter of 2019?

Markets Move. So Should You.

The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.

Timing Isn’t Everything

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Beyond Traditional Investments

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

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.

Embrace Uncertainty!

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