Is Leasing Right for You?
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
Past Performance is Not Indicative of Future Results
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
Time to Revisit Your Cash Reserve Fund
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
Celebrating Saying Goodbye Day
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.
The Three To-Do’s in the Fourth Quarter
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
A “Real” Estate – Part One
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
What is your Legacy?
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
What Does the World Require of You?
When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”
A “Real” Estate – Part One
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
What is your Legacy?
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
What Does the World Require of You?
When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”
Things to Ponder This Holiday Season
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.
When Was the Last Time You Reviewed Your 401(k) Plan?
Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?
What If…
What if my spouse is gone tomorrow? What if I live to 110? What If I want to retire as soon as possible? What if I have a Long-Term Care event? Where do you seek guidance, clarity, and understanding on your financial plan to help address these questions?
The Two Most Important Questions to Answer When Choosing a Financial Advisor
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
Foster Group Announces Six New Shareholders
Four Reasons You Should Hire a Financial Advisor Right Now
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
Four Ways a Financial Advisor Can Enhance Your Client Relationship
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
The Influence of Trust
A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.
What the Air Force Taught Me About Being a Financial Advisor
Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.