With the Fed having aggressively raised their target rate all year long and bond markets, as well as stock markets, having tough years, are rising rates a blessing or a curse?
With the Fed having aggressively raised their target rate all year long and bond markets, as well as stock markets, having tough years, are rising rates a blessing or a curse?
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.
Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.
A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.
A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?
For the person who is currently contributing to a portfolio and does not need to take distributions anytime soon, this is a gift. That’s right, a bear market is a gift to those investors. If you are contributing to an investment account right now, you are already in the Bear Market Buyer’s Club.
Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.
The month of January was marked by negative returns for global stock markets. But, as the well-worn phrase, “Is your glass half full or half empty?” implies, our view of, or the way we feel about the state of markets as investors, may be more related to our personal dispositions than what the numbers indicate.
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
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.
