September 27th, 2021 Financial Perspectives
October 11, 2021 Financial Perspectives
October 25, 2021 Financial Perspectives
November 22, 2021 Financial Perspectives
Inflation Aware Investing
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
December 13, 2021 Financial Perspectives
Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
Webinar: Financial Forecasts for 2022: When to React. When to Relax.
Welcome to the noisiest time of the year, with pundits predicting boom or bust for your portfolio in 2022. In the webinar, you'll learn about: The risk of acting on predictions, the importance of a long-term investment plan, and predictions that never panned out.
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.
Positives About the Market
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
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.
What Jumping Out of an Airplane Taught Me About Investing
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
Three Categories of Risk for Retirement Income
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Money, Happiness, & Meaning
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
Event Replay: Generosity. More Than One Way to Give. More Than One Way to Get Started.
What does generosity mean to you? Foster Group Founder Jerry Foster and his wife, Nancy, share stories about starting small and finding causes they believed in. Hear how you can discover and develop your unique generosity framework.