The Joy of Generosity

In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers. 

A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives

In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.

The Promise of Small Beginnings

Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.

When Fraudsters Strike

If you are a victim of fraudulent activity, securing your compromised identity can be overwhelming. Here are a few critical steps to this process.

Foster Group’s Updated Response to COVID-19

Nearly a year after it started, COVID-19 continues to drive headlines and heavily impact our lives and work. We want to provide you with an update as to what Foster Group is doing to ensure the safety of our clients and our team.

Tax Loss Harvesting: Losing to Win?

In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy.  Let's take a look!

One Paycheck from Ruin

Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.

Single Stock- Too Much of a Good Thing

Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.