Buds on the trees, grass is turning green, birds are singing, all around us are signs spring is coming. With spring comes the start of America’s pastime, baseball! When I think of baseball, I think of exciting moments like a home run or a grand slam when that batter crushes the ball out of the park. But when I think about an actual game of baseball, those exciting moments don’t happen...
Read MoreMonthly Archives: March 2015
All you need to know about hedge funds can be found in this brief linked article. If you are really squeezed for time, here’s the executive summary: Don’t invest in them. Stay diversified. The Hedge Fund Conundrum ...
Read MoreThe financial media has been sending up warning signs for a while now about market valuations, saying the bull market is six years in and can’t run forever. While I agree with the notion that bull markets don’t last forever, I also caution anyone from trying to predict when the bull becomes a bear. In this recent article posted by the Wall Street Journal, our own Mark Stadtlander contributes his perspective...
Read MoreEstate planning isn’t just about how you leave your estate when you die – there are many techniques available to distribute assets during your lifetime, allowing you to see the use and enjoyment of your resources. Click here to read a great article on this topic.
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Our graphs reviewing the monthly performance of various asset classes expands greatly this month to include not only benchmark indices but also representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy. Each asset class graph will show data for the previous month, calendar year to previous month end, three-, five- and ten-year rates of return for a representative benchmark index as well as funds...
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