Elections and Your Money Q&A
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.
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.
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
Over the years, Foster Group has utilized a number of mutual funds and exchange traded funds managed by Dimensional Fund Advisors (DFA). DFA was founded in 1981 on the idea of making academic investment research and empirically based portfolio management accessible to investors. In this article, Professor Kenneth French describes how markets responded to the events surrounding the COVID-19 pandemic.
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
It is important for all investors, whether an individual, family, retirement plan, or nonprofit, to plan their investment approach around their goals and objectives. Investment Policy Statements (IPS) often document these items. Here are four reasons why it is important to have a clearly articulated IPS.
As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.
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.
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.