Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
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?”
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.
Sometimes we look at the extraordinary things that people are doing with their money and we wonder, "How?" This week, Jason Brown shares a simple framework that might help answer that question.
Sometimes we look at the extraordinary things that people are doing with their money and we wonder, "How?" This week, Jason Brown shares a simple framework that might help answer that question.
When the going is good, we’re not all that concerned with asking or answering the question. It is when the going gets tough, like right now, that we find ourselves more interested in asking. So, “What should we do?”
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
