5 Investor Lessons Courtesy of COVID-19
2020 is a year we’ll all remember though in many ways we want to forget it.
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.
“60% of the Time, It Works Every Time.”
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Thermostats and Peanut Butter Jars
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
High Profit vs Low Profit: The Returns Are In!
Six Key Benefits to A Close Advisor-Client Relationship
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
Advisor Spotlight: Brad Rempe | Financial Perspectives
This week, Jason Brown is joined by Senior Lead Advisor, Brad Rempe. Hear Brad 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, and what he's hopeful for in the future.
Vaccine for Physician Pocketbooks
457(b): The Good, The Not so Good, and The Not Good at All
Tips to Help Keep You on Track for Your Financial Goals
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
What a Difference a Year Makes
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.
Sequence of Return Risk
What to Do & What Not to Do in Response to Russia-Ukraine War
Pictures and video coming from Ukraine are difficult to watch. As humans, we may be angered and ask, “How can I help?” In investing, typically the best thing to do in the moments when we are most tempted to do “something,” is simply to sit still.
Nervous About the Market? Maybe You Need a Lifeboat.
Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
Running to Retirement
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Brock Purdy and the Importance of Inconsequential Decisions
One seemingly small decision that no one thought would matter made a significant difference for the Bay Area team and its fans...
Baseball and Investing: Managing Behavior for Success
Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.