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?
Growth is Everywhere
Not All Advisors Are Created Equal
Webinar: Maximizing Physician Income
The Ruling on the Field is Under (Fiduciary) Review
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
You Can Be Crazy, Just Don’t Be Stupid
Are you restless with your current career? Here are some steps to help you plan for a “crazy” career change and set some smart guardrails.
Should You Work with a CEFEX-Certified Advisory Firm?
Not All Advisors Are Created Equal
Webinar: Maximizing Physician Income
The Ruling on the Field is Under (Fiduciary) Review
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
You Can Be Crazy, Just Don’t Be Stupid
Are you restless with your current career? Here are some steps to help you plan for a “crazy” career change and set some smart guardrails.
Should You Work with a CEFEX-Certified Advisory Firm?
Advisor Spotlight: Ryne Oller | Financial Perspectives
This week, Jason Brown is joined by Lead Advisor, Ryne Oller. Hear Ryne share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, good and bad money decisions, and what he's hopeful for in the future.
Making Time
Why I Do, What I Do
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
Advisor Spotlight: Stacie Neussendorfer | Financial Perspectives
This week, Jason Brown is joined by Senior Lead Advisor, Stacie Neussendorfer. Hear Stacie share what she likes most about her job and how her perspective has changed over the years. Stacie also reveals what she feels clients value the most about working with Foster Group, good and bad money decisions, and what she's hopeful for in the future.