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Teaching Your Kids to Invest Early in Life

Category: Financial Planning
By Caleb Brown
07/19/2021

One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.

Alphabet Soup

Category: Financial Planning » Charitable Giving
By Wade Den Hartog
06/01/2021

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.

Confirming What You Know

Category: Financial Planning » Behavioral Finance
By Kyra Wells
12/17/2019
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? 

Who Really Needs a Financial Advisor?

Category: Foster Group
By Foster Group
12/13/2019
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.

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

Category: Investing » Foster Group Investment Principles » Advance with Science
By Kent Kramer
11/18/2019
While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.

Life is Full of Taxes

Category: Financial Planning
By Ross Polking
11/15/2019
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.