Every Investor’s Real Question: “Am I Going to Be Okay?”
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
The proper use and management of equity compensation are significant components of a healthy financial picture for corporate leaders. Let’s take a closer look at three types of equity compensation.
Over the years, Foster Group has utilized a number of mutual funds and exchange traded funds managed by Dimensional Fund Advisors (DFA). DFA was founded in 1981 on the idea of making academic investment research and empirically based portfolio management accessible to investors. In this article, Professor Kenneth French describes how markets responded to the events surrounding the COVID-19 pandemic.
Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.
For the person who is currently contributing to a portfolio and does not need to take distributions anytime soon, this is a gift. That’s right, a bear market is a gift to those investors. If you are contributing to an investment account right now, you are already in the Bear Market Buyer’s Club.
Does it help or harm the average long-term investor to peek at their own accounts or pay attention to the market every day?
Planning for retirement can be one of the most daunting financial stages of life because there are so many competing priorities to manage and responsibilities to juggle. Read on for some tips to help you manage it all.
Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”
Tears, bottles, diaper changes, onesies, little fingers, and strange sleep schedules – as many of you know, these are just a few of the things to expect when you bring home your newborn from the hospital. And here’s something else to expect: new tax credits! While I know good parents don’t have kids to lower their tax bill, it’s nice of the US Government to extend a bit of kindness to those taking on the heartache – and joy! – of becoming parents.