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Keep Your Eyes on the Horizon and Wings Level

Category: Financial Planning
By Reed Rinderknecht
02/09/2022

We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero. 

A Few of My Favorite Things

Category: Financial Planning
By Reed Rinderknecht
06/24/2022

Almost everyone has a few of their favorite things. One of my top questions to ask friends and clients is, “What are some of your most treasured memories and keepsakes?”

Cars, Planes, and Market Crashes

Category: Financial Planning
By Reed Rinderknecht
07/12/2022

Since becoming a pilot about 6 years ago, I’m often asked about plane crashes. If you are an investor, the odds of enduring a market crash are almost 100%. Just as I have to do when flying, at Foster Group, we plan ahead for a market correction by using sound planning and investing.

Life is Full of Taxes

Category: Financial Planning
By Ross Polking
11/15/2019
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Asking the Right Question

Category: Financial Planning » Behavioral Finance
By Ross Polking
03/13/2020
As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question. 

Vaccine for Physician Pocketbooks

Category: Financial Planning
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.

Physicians: Debt vs Savings, Which Comes First?

Category: Financial Planning
By Ross Polking
08/24/2020

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.

Sequence of Return Risk

Category: Financial Planning
By Ross Polking
09/27/2021
The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Game Saving Plays for 2021 Financial Planning

Category: Financial Planning
By Ross Polking
11/12/2021

Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.

The Secret to Increasing Your Fitness Level and Net Worth

Category: Financial Planning
By Ross Polking
03/09/2022

Are you really saving as much as you could without someone pushing you? Are you really investing in the most appropriate manner without someone advising you? Are you really on track toward financial independence at the earliest age possible without someone mapping out the path?