$1 Trillion!
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20
How Elections Affect the Market
Category: Investing » Foster Group Investment Principles
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Category: Investing » Foster Group Investment Principles
Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak.
Webinar Replay: Prediction, Expectation, Speculation, & Preparation
Category: Investing » Foster Group Investment Principles
Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.
Good News About Portfolio Costs from DFA
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
Do Simple Better
Category: Investing » Foster Group Investment Principles
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.
Four Ways to Connect with Foster Group
Category: Investing » Foster Group Investment Principles
How can you stay connected financially during this time?
Mutual Funds and ETFs: What’s the Difference?
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
Grow Through What You Go Through
Category: Investing » Foster Group Investment Principles
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.
What I Think About When Working From Home
Category: Investing » Foster Group Investment Principles
In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.
ESG Investing. What Does It Mean to be a Responsible Investor?
ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
2020: A Predictor’s Kryptonite
Category: Investing » Foster Group Investment Principles
At the end of 2019, Foster Group’s Investment Strategy Group wanted to create an object lesson to illustrate how hard it is to predict what will happen in financial markets and the world in general.
Elections and Your Money Q&A
Category: Investing » Foster Group Investment Principles
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
What This Year Reminds Us About Fixed Income
Category: Investing » Asset Allocation
This year has reminded us of the many important roles that fixed income can play in portfolios.
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
5 Investor Lessons Courtesy of COVID-19
Category: Investing » Foster Group Investment Principles
2020 is a year we’ll all remember though in many ways we want to forget it.