Inflation Aware Investing
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
Happy New Year? | Financial Perspectives
Is ESG Investing Right for You? | Financial Perspectives
What is ESG Investing and what could you expect over the long term?
Q1 Wrap Up: Ukraine, Inflation, Interest Rates | Financial Perspectives
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
Chart of the Month – Oct 2022
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
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.
Chart of the Month – Mar 2023
Is there conclusive evidence that one sector is better than another when it comes to returns?
Making the Best of It | Financial Perspectives
A Look Under the Hood of a Bond Fund | Financial Perspectives
Investors Must Be Present to Win
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.
While You Were Sleeping
Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different.
What a Difference a Year Makes
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.
High Profit vs Low Profit: The Returns Are In!
“60% of the Time, It Works Every Time.”
“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.
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 – 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.
Value vs Growth – What does that Mean?
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
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 – Nov 2022
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.