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.

How Elections Affect the Market

A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets. 

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

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.

Vaccine for Physician Pocketbooks

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

What I Think About When Working From Home

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.

2020: A Predictor’s Kryptonite

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.