High Profit vs Low Profit: The Returns Are In!
Happy New Year? | Financial Perspectives
Emerging Markets – What Are They?
Does War in Israel Mean Market Meltdown? | Financial Perspectives (In a Minute)
It is hard to escape the news of war in Israel. And it is not unusual for investors to wonder about possible impacts the war may have on markets. This week, Kent Kramer analyzes returns of foreign and US stock markets during years when Israel has been at war.
Does Cash Look Better Than Stocks? | Financial Perspectives (In a Minute)
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.
Do Small Company Stocks Like New Presidents?
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?
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.
Concentration Can Be a Killer
Chart of the Month – May 2024
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Chart of the Month – May 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.
Chart of the Month – March 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.
Chart of the Month – Mar 2023
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – June 2024
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
Chart of the Month – June 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.
Chart of the Month – July 2024
International Stocks – Are they necessary?
Chart of the Month – Jan 2023
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – February 2025
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Chart of the Month – Feb 2023
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?