Inflation Aware Investing
Category: Investing » Equity / Stocks
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
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.
November 8, 2021 Financial Perspectives
Category: Investing » Equity / Stocks
You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing » Equity / Stocks
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
October 11, 2021 Financial Perspectives
Category: Investing » Equity / Stocks
Friction can slow can down any machine. What was humming along only minutes or weeks ago, can labor under the strain of too little oil, a little sand in the gears, you name it. The US economy and markets have been seeing an increase in perceived frictions over the past month. Can we get back to smoother operations?
Emerging Markets – What Are They?
Category: Investing » Equity / Stocks
Lead Advisor, Matt Moklestad, dives into the hot topic of emerging markets. What are they and why should investors care about them?
You Will Have Forgotten Monday, July 19
Category: Investing » Equity / Stocks
By the time you read this, you will have most likely forgotten today. My guess is that you won’t remember what went on this day. You might remember a feeling or thought you had when you heard what was happening in the stock market. But then, you sent an email, mowed your lawn, took your dog on a walk and ate something healthy, like broccoli, for dinner.
Are You Afraid of (Market) Heights?
Category: Investing » Equity / Stocks
Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”
June 7, 2021 Financial Perspectives
Category: Investing » Equity / Stocks
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else?
This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.
Stock Markets Are Positive This Year?
Category: Investing » Equity / Stocks
As this year exemplifies, stock markets have the tendency to do things we would never expect.
September 4, 2020 Financial Perspectives
Category: Investing » Equity / Stocks
1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers
May 29, 2020 Financial Perspectives
Category: Investing » Equity / Stocks
0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive
May 7, 2020 Financial Perspectives
Category: Investing » Equity / Stocks
2:03 - Recap of the News this Week
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns
Concentration Can Be a Killer
Category: Investing » Equity / Stocks
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.
$1 Trillion!
Category: Investing » Equity / Stocks
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Timing Isn’t Everything
Category: Investing » Equity / Stocks
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
High Profit vs Low Profit: The Returns Are In!
Category: Investing » Equity / Stocks
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?