When It’s Time to Call in a Pro

Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!

Top Blog Posts of 2019

At the end of every year, we like to gather and share some of our most popular blog posts. Check them out!

December 2019 Asset Class Performance Charts

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.

When It’s Time to Call in a Pro

Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!

Top Blog Posts of 2019

At the end of every year, we like to gather and share some of our most popular blog posts. Check them out!

December 2019 Asset Class Performance Charts

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.

Confirming What You Know

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

Who Really Needs a Financial Advisor?

The truth is, I don’t think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.