How the “Little Guy” Really Wins in the Market
Category: Uncategorized
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Stock Markets Are Like Kids
Category: Foster Group
As I was driving into work, I realized that toddlers are a lot like the stock market.
April 2021 Asset Class Performance Charts
Category: Investing
A review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy.
Webinar: Creating Your Paycheck in Retirement
Category: Financial Planning
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
April 26, 2021 Financial Perspectives
Markets have been reaching some all-time highs recently. US stock markets, foreign stock markets, even newer assets like bitcoin, SPACs, and NFTs have been soaring much of the past six months. At these relatively high values more than a few skeptics are predicting a fall. Some say correction – a temporary minor adjustment; some say crash – major problem ahead. Is there a reason to be acrophobic – fearful about markets at record heights?
The Stories We Tell Ourselves
Category: Foster Group
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
True Wealth Often Appears in the Most Unexpected Places
Category: Foster Group
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
Taking the Long View in a Short-Term World
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
How the “Little Guy” Really Wins in the Market
Category: Uncategorized
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Stock Markets Are Like Kids
Category: Foster Group
As I was driving into work, I realized that toddlers are a lot like the stock market.
April 2021 Asset Class Performance Charts
Category: Investing
A review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy.
Webinar: Creating Your Paycheck in Retirement
Category: Financial Planning
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
April 26, 2021 Financial Perspectives
Markets have been reaching some all-time highs recently. US stock markets, foreign stock markets, even newer assets like bitcoin, SPACs, and NFTs have been soaring much of the past six months. At these relatively high values more than a few skeptics are predicting a fall. Some say correction – a temporary minor adjustment; some say crash – major problem ahead. Is there a reason to be acrophobic – fearful about markets at record heights?
The Stories We Tell Ourselves
Category: Foster Group
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
True Wealth Often Appears in the Most Unexpected Places
Category: Foster Group
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
Taking the Long View in a Short-Term World
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
April 12, 2021 Financial Perspectives
One of my favorite comedians has always been Steve Martin. One of his funnier routines was “let’s get small.” Lately small company stocks have been outperforming their large company counterparts and it’s hard not to notice. What is a small company and why the outperformance recently?
It’s College Planning Time. Are Your Finances Ready?
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
What a Difference a Year Makes
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.