Retiree Health Insurance Options Prior to Medicare Eligibility
Key health insurance options and considerations for retirees prior to Medicare eligibility.
Key health insurance options and considerations for retirees prior to Medicare eligibility.
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question.
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
What are the primary drivers of a happy retirement and overall wellness?
The acronym “AI” has become synonymous with Artificial Intelligence. But what is Aggregate Intelligence -- "AI"? This week, Kent Kramer explains how trusting markets and harnessing their power and prices is a fundamentally sound way to invest.
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Five ideas for integrating your finances and your philanthropy.
The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in.
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect.
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?