Webinar: 401(k) Plan Fiduciary Considerations

Have you ever wondered what your fiduciary liability is as a 401(k)-plan sponsor? And if you’re taking the right steps to protect yourself? This webinar may be for you if you are asking yourself questions such as: What process should I use to make decisions about our 401(k) plan? Or how should I compare our 401(k) plan services and costs to other options available in the marketplace?

Join Us October 20th for a Special Education Event!

Uncertainty is unavoidable. It's all in how you react to it. In this educational conversation, we'll talk with David Booth and Senator Bill Bradley about adapting and controlling what you can -- hearing personal stories about facing challenges and strategies they've developed to help make better decisions.

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?

SignatureWealth Brochure

Foster Group SignatureWealth - a dedicated financial advisor and service team to manage all aspects of your financial life.

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.

Advisor Spotlight: Caleb Brown | Financial Perspectives

This week, Jason Brown is joined by Lead Advisor, Caleb Brown. Hear Caleb 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.

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.

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.

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. 

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?

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?

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.