I Want to Be Like Them
Category: Financial Planning » Charitable Giving
Stories like this spread and inspire others to be generous.
Alphabet Soup
Category: Financial Planning » Charitable Giving
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
5/29 is for 529’s
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
How the “Little Guy” Really Wins in the Market
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Stock Markets Are Like Kids
Category: Foster Group
As I was driving into work, I realized that toddlers are a lot like the stock market.
The Stories We Tell Ourselves
Category: Foster Group
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
True Wealth Often Appears in the Most Unexpected Places
Category: Foster Group
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
$1 Trillion!
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Perhaps It’s Not About What You Want From Life, But What Life Wants From You
Category: Foster Group
I just finished reading Man’s Search for Meaning by Viktor Frankl. Among the many meaningful things he wrote, here is one that stood out.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
Category: Financial Planning » Estate & Transfer Planning
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Why I Hate New Year’s Resolutions
Category: Financial Planning » Behavioral Finance
Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.
Top 2019 Foster Group Blogs
Category: Foster Group
At the end of every year, we like to gather and share some of our most popular blog posts. Check them out!
Embrace Uncertainty!
We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.
The Ins and Outs of Paying Student Loan Debt
Category: Financial Planning » Behavioral Finance
Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.
Not All Advisors Are Created Equal
Category: Foster Group
If you are in the market for a financial advisor, rehearse these three questions before sitting down with a potential suitor.
Confirming What You Know
Category: Financial Planning » Behavioral Finance
Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences?
An Executive’s Financial Guide
Category: Financial Planning » Estate & Transfer Planning
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
Who Really Needs a Financial Advisor?
Category: Foster Group
The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.
Selecting the Best Ingredients for Your Portfolio
In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.