Foster Group: Truly Cared For
May 14, 2020 J. Ann Selzer Event
Wealth With More Purpose
Foster Group among the Financial TimesÆ Top U.S. Registered Investment Advisors for 2019
Have You Heard About CoreWealth?
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.
I Want to Be Like Them
Stories like this spread and inspire others to be generous.
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
Webinar: Creating Your Paycheck in Retirement
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
An Investment Portfolio Is Like a Good Smoothie
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
Market Madness
There is just something about the NCAA Men’s and Women’s College Basketball Tournament. There is tremendous excitement in many families and workplaces as tournament brackets are filled in with predictions about the outcomes of 67 games over a three-week period.
Having Faith When It’s Scary
Market volatility can sometimes be downright scary. The other day, I read that the quarter ending June 30th was the 16th worst quarter in the history of the stock market. Even worse, the first quarter was bad too, making it one of the very worst six-month periods in nearly a century. How does an investor respond?
Give. Laugh. Love.
Legacy is a strange topic. We all think about it, but it means something different to everybody. How do you want to be remembered?
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.
Savings Ho!
It has been eight years, but the memories are still fresh! My wife and I loaded our four daughters into our Dodge Grand Caravan and headed west for our long-anticipated “Westward Ho!” journey. As we crossed the great plains into the Rockies and traversed the high desert of New Mexico into the arid Arizona desert, we laughed, fought, slept, played games, and created incredible memories.