Baseball and Investing: Managing Behavior for Success
Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.
SelectWealth Brochure
Category: Foster Group » Collateral
Foster Group SelectWealth - Helping you achieve the life and legacy you want.
Webinar: Time to Go From Saving to Spending
Category: Foster Group » Event
You've spent decades saving for retirement. But actually using those assets takes a different mindset. In this complimentary webinar, you'll learn how to make the transition easier.
Debt Ceiling Politics & Markets | Financial Perspectives
Politics are always in the news. Right now, we're hearing a lot about the debt ceiling and the need to increase the US debt ceiling so the government can pay their bills ... or maybe not. This week, Kent Kramer provides an overview of debt ceiling history and what we are seeing today.
Chart of the Month – May 2023
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Equity Compensation: What You Need to Know
Category: Financial Planning » Executive Compensation
The proper use and management of equity compensation are significant components of a healthy financial picture for corporate leaders. Let’s take a closer look at three types of equity compensation.
Recessions, Retirement, & Investments | Financial Perspectives (In a Minute)
There's a lot of talk in the news about recession. Are we in one? Is there one coming? How long or how deep might that recession be? This week, Kent Kramer walks us through what different economists think might occur.
5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
Give. Laugh. Love.
Legacy is a strange topic. We all think about it, but it means something different to everybody. How do you want to be remembered?
Poker Lessons. Expect to Be Surprised. | Financial Perspectives
Poker is great training ground for evaluating circumstances where you may have enough information to know the odds of success or failure, but not enough information to guarantee the outcome -- a lot like investing. This week, Kent Kramer looks at how understanding odds and probability can help make sense of elections and investment markets.
SignatureWealth Brochure
Category: Foster Group » Collateral
Foster Group SignatureWealth - a dedicated financial advisor and service team to manage all aspects of your financial life.
Chart of the Month – Nov 2022
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
2022 Year-End Financial Checklist – Have You Reviewed Your Tax Situation?
Category: Financial Planning
Since we are close to flipping the calendar to 2023, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing » Equity / Stocks
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)
While this year has had its share of negative financial news, there might be one opportunity to pay some taxes now in order to save some money on taxes later. This week, Kent Kramer walks us through Roth IRA conversions.
Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Chart of the Month – Oct 2022
Category: Investing » Equity / Stocks
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
Is ESG Investing Right for You? | Financial Perspectives
Category: Investing » Equity / Stocks
What is ESG Investing and what could you expect over the long term?
When Was the Last Time You Reviewed Your 401(k) Plan?
Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?
Join Us October 20th for a Special Education Event!
Category: Foster Group
Uncertainty is unavoidable. It's all in how you react to it. In this educational conversation, we'll talk with David Booth and Senator Bill Bradley about adapting and controlling what you can -- hearing personal stories about facing challenges and strategies they've developed to help make better decisions.