You Bring Your Vision; We’ll Draw the Map
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
Cloudy Markets Still Have a Silver (Tax) Lining
Category: Investing » Diversification
During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting
Single Stock- Too Much of a Good Thing
Category: Financial Planning » Closely Held Business
Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.
The Power of Delegation for Executives
Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?