Chart of the Month – August 2024
Category: Investing » Interest Rates
Is it Possible to Stop Worrying About Money? Yes!
Category: Foster Group
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.
Three Fun Budgeting Benefits
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Predictable Mistakes
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.
Retirement: Living Well and Fully Living
Category: Financial Planning » Behavioral Finance
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Six Key Benefits to A Close Advisor-Client Relationship
Category: Financial Planning » Behavioral Finance
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
Running and Saving: A Lot’s the Same!
Category: Financial Planning » Cashflow
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Playing Jazz and Your Finances
Category: Financial Planning » Cashflow
Successfully playing jazz starts with fundamentals. The same is true of our personal finances.
Chart of the Month – July 2024
Category: Investing » Asset Allocation
International Stocks – Are they necessary?
Chart of the Month – March 2024
Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.
Navigating the Noise: A Reality Check on Fearful Headlines
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
Thermostats and Peanut Butter Jars
Category: Financial Planning » Cashflow
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
The Seesaw of Finance
There are parallels between concepts in finance and concepts in physics. Let's take a look.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Should I Invest in Bitcoin?
Category: Investing » Alternative Investments
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?
Category: Investing » Asset Allocation
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
Does Your Workplace Cultivate a Championship Team?
Category: Financial Planning » Behavioral Finance
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
The Corporate Transparency Act is Here: What you Need to Know
Category: Financial Planning
Several frequently asked questions regarding the CTA and its new reporting requirements that will impact millions of business entities and, more specifically, their owners.