SECURE Act Signed Into Law. How Will This Impact Your Plan?
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Perhaps It’s Not About What You Want From Life, But What Life Wants From You
$1 Trillion!
Maximize Your Limits
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
Steps to Take When a Loved One Dies
Generous Giving is Meaningful Living!
Med School Grads, Do These Three Things First
3 Options to Help Keep Your Ducks in a Row
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
ESG Investing. What Does It Mean to be a Responsible Investor?
June 15, 2020 Financial Perspectives
3:55 - Market Review
5:28 - Will a Recession Be Bad for Small Company Stocks?
14:52 - Quote of the Week
Positive Planning Opportunities in a Negative Market
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
Estate Planning Opportunities in a Low Interest Rate Environment
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
How is COVID-19 Impacting Real Estate Investment Trusts?
How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?
June 22, 2020 Financial Perspectives
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs
Permanent Life Insurance Policies Need Reviews Too!
Is your life insurance policy performing as well as it could be? Guest blogger Eryka Morehead explains some factors that could be undermining your policy’s performance.
Retirement Planning Through a Crisis
How Do I Get Started with Foster Group?
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
July 13, 2020 Financial Perspectives
3:49 - Recent Market News & 2020 First Half Markets
6:40 - Headline Risks
12:04 - Know the Sources of Headline Risk
13:53 - Resist Investment Action Based on Headline Risk
15:04 - Develop a Checklist for Headline Risk
A Doctors Guide to Financial Planning Through a Crisis
Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.