How Will You Pay for Long-Term Care?
Category: Financial Planning
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
I Lead a Team of Financial Advisors, Here are 5 Reasons Not to Hire One
Category: Foster Group
I love the place I work, I love the people I work with, and I think the work we do is almost always worth the money people pay us. Despite the fact I value all these things, I’ve come to realize there are some good reasons not to work with us.
Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th
Category: Investing
Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.
I Want to Be Like Them
Category: Financial Planning » Charitable Giving
Stories like this spread and inspire others to be generous.
Alphabet Soup
Category: Financial Planning » Charitable Giving
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
5/29 is for 529’s
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
How the “Little Guy” Really Wins in the Market
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Stock Markets Are Like Kids
Category: Foster Group
As I was driving into work, I realized that toddlers are a lot like the stock market.
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.
Med School Grads, Do These Three Things First
Category: Financial Planning » Cashflow
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.
Generous Giving is Meaningful Living!
Category: Financial Planning » Charitable Giving
My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier!
Steps to Take When a Loved One Dies
Category: Financial Planning » Estate & Transfer Planning
The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20
Maximize Your Limits
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.
$1 Trillion!
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Perhaps It’s Not About What You Want From Life, But What Life Wants From You
Category: Foster Group
I just finished reading Man’s Search for Meaning by Viktor Frankl. Among the many meaningful things he wrote, here is one that stood out.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
Category: Financial Planning » Estate & Transfer Planning
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Why I Hate New Year’s Resolutions
Category: Financial Planning » Behavioral Finance
Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.
Top 2019 Foster Group Blogs
Category: Foster Group
At the end of every year, we like to gather and share some of our most popular blog posts. Check them out!
Embrace Uncertainty!
We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.