Over the weekend, I slipped on some ice and sprained my ankle. I have been hobbling around on crutches and constantly icing my ankle for the past few days. Thankfully, I have a wonderful husband and some great friends who go out of their way to help me out. Pam Culp from the front desk has been driving me to work, refilling my water, and carrying my notebook to meetings...
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Here is a good read from Dimensional Fund Advisors on recent market volatility. They discuss the importance of volatility in capital markets. A quick look at historical January returns and what that means, if anything, for the rest of the year. Lastly, the importance for maintaining discipline with your investment decisions. [pdfjs-viewer url=/wp-content/uploads/2016/04/Why-Should-You-Diversify.pdf viewer_width=600px viewer_height=700px fullscreen=true download=false print=true openfile=false] ...
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One of the reasons we ask so many questions (sometimes 60 or more) when we first meet a client is to try to understand the person, not just the numbers. You can learn a lot about a person’s decision making when you understand where they came from. It’s our walk of life that influences how we look at the world. I find this especially true when it comes to planning for...
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"The future has a way of arriving unannounced.” – George Will One of Foster Group’s core principles is that while we remain long-term optimists regarding stock market returns, our short-term view is more “agnostic”, meaning that we don’t believe there is credible evidence that anyone can know with any certainty whether the coming 12 months will be positive or negative ones for investors. However, that does not mean that our experience as...
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