Investment Policy Statement – Why Is It Important?
It is important for all investors, whether an individual, family, retirement plan, or nonprofit, to plan their investment approach around their goals and objectives. Investment Policy Statements (IPS) often document these items. Here are four reasons why it is important to have a clearly articulated IPS.
Foster Group Named to CNBC FA 100 List
Foster Group has been recognized in the 2021 CNBC FA 100 list, which ranks the top-rated financial advisory firms in 2021.
An Investment Portfolio Is Like a Good Smoothie
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
What the Air Force Taught Me About Being a Financial Advisor
Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.
Emerging Markets – What Are They?
Five Myths Your Landlord Wants You To Believe
It can be difficult to discern fact from fiction when dealing with landlords. A misunderstanding of these key issues can have serious consequences for your practice. The following information should help dispel some common myths and prevent costly mistakes in your next lease negotiation.
September 27th, 2021 Financial Perspectives
Sequence of Return Risk
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
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
December 7th, 2020 Financial Perspectives
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market
Home Sweet Home, or an Investment?
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
This year has reminded us of the many important roles that fixed income can play in portfolios.
November 23, 2020 Financial Perspectives
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Elections and Your Money Part II: Post-Election
My General Contractor and I
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
October 26, 2020 Financial Perspectives
1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
How to Make Sense of Goals You Set
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.