Investing

Q3 2022 Market Review

Q3 2022 was a down quarter for stocks, bonds and real estate, continuing what happened in Q2 2022. US stocks did better than international stocks, and US small company stocks…
Foster & Wood
October 17, 2022
Investing

Q2 2022 Market Review

Q2 2022 was a down quarter for nearly all asset classes. Stock, bond and real estate were all down.  Bond were down as interest rates increased. It may seem a…
Foster & Wood
July 25, 2022
Investing

Q1 2022 Market Review

Stocks markets around the globe were down during Q1 2022. Bonds were also down. Attributing market movements to specific events can often be misleading. Most likely these drops have to…
Foster & Wood
April 8, 2022
Investing

2021 Q4 Market Review

Bonds have been in the news as interest rates have been rising. Bond can drop when interest rates rise. In Q4 2021 the US Bond Market was flat, although overall…
Foster & Wood
February 1, 2022
401kTax

2021 Retirement Savings Tax Credit

There is a little known tax credit some taxpayers can receive for making contributions to a retirement account. This includes IRA’s, 401(k)’s and more. This is in addition to the tax deduction…
Foster & Wood
January 14, 2022
Investing

Q3 2021 Market Review

Emerging Markets stocks were down over 8% during Q3 2021, while other areas of the global stock markets (US stocks, Real Estate and Developed International Markets) were down just a…
Foster & Wood
October 16, 2021
Investing

Q2 2021 Market Review

Commercial Real Estate and Emerging Markets Small companies were the top performers in Q2 2021, contrary to many expectations that commercial real estate would continue to struggle. US stocks, international…
Foster & Wood
September 22, 2021
Investing

Q1 2021 Market Review

Q1 2021 represented a reversal of 2020 returns. US Small Company Value stocks, as measured by the Russell 2000 Value Index, did 21.17%. Keep in mind that is 21.17% in…
Foster & Wood
May 20, 2021

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