What Makes You Cry?
Category: Foster Group
As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.
Who Really Needs a Financial Advisor?
Category: Foster Group
The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.
What Have We Learned in the Last 4 Months?
Category: Foster Group
How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.
Why I Try Not to Pay Attention to the News
Category: Financial Planning » Behavioral Finance
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
What Can You Do Before the 2021 Tax Deadline?
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
Are You Investing or Playing a Completely Different Game?
Category: Investing
Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.
Taking the Long View in a Short-Term World
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
How the “Little Guy” Really Wins in the Market
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Chart of the Month – June 2025
Asset Class Returns – Can We Just Pick the Winners?
Chart of the Month – February 2025
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Chart of the Month – April 2025
Are bonds an income generator—or just dead weight? Let’s find out.
Chart of the Month – October 2024
Is stock market growth a thing of the past? Headlines making predictions about this have come and gone, some turning out to be spectacularly wrong. Let’s take a look.
Chart of the Month – August 2024
Category: Investing » Interest Rates
When Lightning Strikes
Category: Financial Planning
Is your financial plan ready to weather a storm? Will you be caught off guard, as we were just weeks ago, or are you prepared? One of the advantages of working with a Financial Advisor is that he or she will build a plan that takes into account the inevitability of future storms.
What If…
Category: Foster Group
What if my spouse is gone tomorrow? What if I live to 110? What If I want to retire as soon as possible? What if I have a Long-Term Care event? Where do you seek guidance, clarity, and understanding on your financial plan to help address these questions?
Hiring a Financial Advisor May Improve Your Odds of Success
Category: Financial Planning
Over the years, I have found it helpful to hire experts to do things or guide me through areas of life which are too difficult or time consuming. Hiring a financial advisor may be just what you need in 2023.
Starting Off on the Right Foot
Category: Financial Planning » Cashflow
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning » Charitable Giving
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning » Charitable Giving
Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.