5 Investor Lessons Courtesy of COVID-19
Category: Financial Planning » Behavioral Finance
2020 is a year we’ll all remember though in many ways we want to forget it.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
Are You Really Ready to Exit Your Business?
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
The Invisible Tax
Category: Financial Planning
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
Home Sweet Home, or an Investment?
Category: Financial Planning » Behavioral Finance
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
What This Year Reminds Us About Fixed Income
Category: Investing » Asset Allocation
This year has reminded us of the many important roles that fixed income can play in portfolios.
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Tax Planning Strategies For 2019: How Can You Act Now?
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
The Time Might Be Right to Refinance Your Mortgage
Category: Financial Planning » Cashflow
If you’ve financed your house with a 30-year or 15-year mortgage in the last six years, odds are you’re paying a higher interest rate than today's rate.
Cheers to Johnny D!
Category: Financial Planning » Behavioral Finance
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
Retirement is Just the Start!
Category: Financial Planning
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.
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.
Should You Work with a CEFEX-Certified Advisory Firm?
Category: Foster Group
Foster Group is the only firm in Iowa and Nebraska that has been CEFEX-certified since 2007.
Starting Off on the Right Foot
Category: Financial Planning » Cashflow
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
What’s the Best Investment a New Parent Can Make?
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
Changing with My Aging
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
Stop Doing That!
Category: Financial Planning » Behavioral Finance
We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.
Beyond Traditional Investments
Category: Investing » Alternative Investments
Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.
Claim Your Settlement from the Equifax Data Breach
Category: Foster Group
Equifax just agreed to a settlement with the Federal Trade Commission. The money will be used to help those affected by the breach.