Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
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?
Good News About Portfolio Costs from DFA
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
Google Maps Reminded Me I’m Not a Robot
Category: Foster Group
At Foster Group, we believe technology is an incredible asset when it comes to planning and portfolio construction. We also believe that human beings are not robots and determining what to do with your money requires more than an advanced algorithm – as great and helpful as these are.
Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
Growing in Confidence
Category: Foster Group
I found that I often feel more confident if I do certain things: prepare, practice, pretend, and primp.
Growth is Everywhere
Category: Foster Group
Happy 401(k) Day! Yes, It’s a Holiday!
Category: Financial Planning
Happy National 401(k) Day! As we take today to celebrate 401k’s, it’s important to consider the increasing challenges employees in our country face when it comes to retirement readiness.
Have You Come to Terms with the Reality of Your Retirement?
Category: Financial Planning » Behavioral Finance
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?
While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.
It’s College Planning Time. Are Your Finances Ready?
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
Keep Three Buckets in Your Retirement Boat
One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.
Keep Your Eyes on the Horizon and Wings Level
Category: Investing » Alternative Investments
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.
Key Considerations as Payments Resume on Student Loans in 2023
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Kids These Days Aren’t Even Taught How to Balance a Checkbook
Category: Financial Planning » Behavioral Finance
The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money.