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A Family Friend’s Close Call with a Cyber Scam

Category: Financial Planning
By Tom Giachetti
02/25/2025

Tech support scams and phishing attacks are becoming increasingly sophisticated, making it crucial to stay vigilant. A recent incident involving a family friend highlights how easily fraudsters can gain remote access to a victim’s computer, install malware, and steal sensitive information. Read more to learn what to do if someone you know is compromised and discover actions to take to help stay secure online.

Protect Your Taxes: What You Need to Know About IRS IP PINs

Category: Financial Planning
By Caleb Brown
02/18/2025

Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.

What Moves the Market? A Conversation with Vanguard | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
02/17/2025

Join Kent Kramer for an interview with Vanguard Senior Portfolio Specialist Bill Puggini about Vanguard’s views on what may move markets in 2025 and beyond. 2025 is full of potential risks and rewards. Kent and Bill discuss how inflation, tariffs, interest rates, market valuations, and political policies are all things that could distract investors from focusing on their most important long-term goals.

Inflation? We’ve planned for this.

Category: Investing » Asset Allocation
By Matt Stagner
02/13/2025

Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.

Inflation? We’ve planned for this.

Category: Investing » Asset Allocation
By Matt Stagner
02/13/2025

Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.

Chart of the Month – January 2025

Category: Investing » Economics
By Michael Westphal
01/17/2025

Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.

Are You Hungry?

Category: Financial Planning » Charitable Giving
By Wade Den Hartog
12/17/2024

Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?” 

The Intersection of Finance & Life Well-Being with Professor Meir Statman | Financial Perspectives

Category: Investing » Financial Science (Academia)
By Kent Kramer
12/09/2024

This week, join Kent Kramer for an insightful conversation with best-selling author, Professor Meir Statman, a leading expert in behavioral finance. Discover how financial security, optimism, and resilience contribute to overall life well-being. Professor Statman shares his inspiring personal journey and offers practical advice on balancing financial wealth with life’s other important aspects, such as family, health, and meaningful relationships.