What’s Your Best Buy: Firm Foundation or Castle In the Air?

If an investor could discover the true worth of a company, a piece of real estate or even an idea, where “true worth” equated to the future value or price that others would pay, success would be almost certain to follow. Those opportunities that were priced significantly lower than the future value would be automatic buys. The one’s with higher prices today than the future price would be ones to avoid. If only it were that simple!

August 24, 2021 Financial Perspectives

Is it possible to be too smart? Can a problem or set of circumstances be overanalyzed? Is there such a thing as too much information? There’s some evidence out there that this is indeed possible! Kent Kramer shares our perspective on what’s been happening in and around financial markets recently and what we think successful investors should be thinking about – without overthinking it!

Dividing Finances in Divorce

If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.

Navigating Financial Health in Retirement

Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world. 

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.

The Gift of Financial Success

Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.