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Single Stock- Too Much of a Good Thing

Category: Financial Planning » Closely Held Business
By Marcus Iwig
10/25/2019
Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.

Money Can’t Buy Happiness, or Can It

Category: Financial Planning » Behavioral Finance
By Caleb Brown
10/29/2019
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!

CFP or ChFC, What’s the Difference?

Category: Foster Group
By Kadin White
11/08/2019
Knowing the educational scope of a specific designation will help you feel comfortable that the financial advisor you are working with has the knowledge and experience to help you pursue your goals.

Vaccine for Physician Pocketbooks

Category: Investing » Asset Allocation
By Ross Polking
05/07/2020
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

Growing in Confidence

Category: Foster Group
By Brittany Heard
05/08/2020
I found that I often feel more confident if I do certain things: prepare, practice, pretend, and primp.

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning
By Andy Mullan
05/15/2020
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions.