Growing in Confidence
Getting Over Financial Hurdles
Becoming a Woman of Influence
How to Spot Political Bias
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
Celebrating 50 Years of Equal Credit Opportunities for Women
As a woman in finance, I often like to think about how far we, as women, have come. A lot has changed for women in finance in the last 50 years, and I hope to see even more changes in the next 50!
Five Things to Consider Before Referring Your Client to a Financial Advisor
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
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?
Making Time
Why I Do, What I Do
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
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.
Should You Work with a CEFEX-Certified Advisory Firm?
Annual Financial Plan Physical
Asking the Right Question
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?