Listen to Learn with These 5 Podcasts
Category: Foster Group
Like most of you, I enjoy learning. And one of the ways I learn is by listening to podcasts. Here are five podcasts I recommend.
How Elections Affect the Market
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak.
10 Mistakes Investors Make Without Advisors
Category: Investing » Diversification
Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.
Living in Fear of a Market Downturn?
Dimensional Fund Advisors’ David Booth on why you should change the way you think about investing.
Health, Wealth, and Time
Category: Financial Planning » Behavioral Finance
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.
Who Can Benefit from a 529 Plan
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
Let’s Defrost Taxing Relationships
Category: Foster Group
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Webinar Replay: Prediction, Expectation, Speculation, & Preparation
Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
Have You Heard About CoreWealth?
Category: Foster Group
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.
You Bring Your Vision; We’ll Draw the Map
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
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.
July 28, 2020 Financial Perspectives
1:14 - News: July 13th - July 24th
4:06 - Market News: July 13th - July 24th
5:40 - Are We There Yet?
7:56 - Which Party Is Better?
11:10 - Seeing Only the Negative
IRS Allows for Reversal of 2020 RMDs
Category: Financial Planning » Cashflow
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
Focus on What You Can Control
At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?
August 11, 2020 Financial Perspectives
1:09 - News: July 27th - August 7th
4:06 - Market News: July 27th - August 7th
4:42 - Are Things Getting Better or Worse?
5:28 - What's Going on with Gold?
10:05 - How Does Foster Group View Gold?
August 21, 2020 Financial Perspectives
Category: Financial Planning » Behavioral Finance
0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?
2020: A Predictor’s Kryptonite
At the end of 2019, Foster Group’s Investment Strategy Group wanted to create an object lesson to illustrate how hard it is to predict what will happen in financial markets and the world in general.
Physicians: Debt vs Savings, Which Comes First?
Category: Financial Planning » Cashflow
Young physicians often ask, “Should I focus more aggressively on paying down my debt, or should I just do the minimum and try to save as much as possible?” That’s an excellent question, with lots of variables and layers.
Discover the Real Meaning of Financial Independence
Category: Financial Planning » Behavioral Finance
In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”