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Preparing the Next Generation: Three Keys to a Long-Term Mindset
Category: Financial Planning
How do we prepare our young people to lead and do it quickly?
Is Leasing Right for You?
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
The Corporate Transparency Act is Here: What you Need to Know
Category: Financial Planning
Several frequently asked questions regarding the CTA and its new reporting requirements that will impact millions of business entities and, more specifically, their owners.
Does Your Workplace Cultivate a Championship Team?
Category: Financial Planning » Behavioral Finance
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Webinar: Straight Up Money Talk
Category: Financial Planning
Starting a conversation about money with your children or grandchildren can be difficult, but Foster Group can help. Learn why it’s important to be a positive and proactive role model, how your childhood experiences with money can influence your behaviors and thoughts, and financial lessons you can share with kids of all ages to help position them for success.
Thermostats and Peanut Butter Jars
Category: Financial Planning
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Navigating the Noise: A Reality Check on Fearful Headlines
Category: Financial Planning
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
“Sportsified” Diversification
Category: Financial Planning
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.