Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
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.
Rates, Prices and Inventory: The Entire Housing Market Explained in About Two Minutes
Category: Financial Planning
The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in.
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
Refinance
Category: Financial Planning » Cashflow
Retire To do WHAT
Category: Financial Planning
Retirement Happiness
Category: Financial Planning » Behavioral Finance
What are the primary drivers of a happy retirement and overall wellness?
Retirement is Just the Start!
Category: Financial Planning
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.
Webinar Replay: Prediction, Expectation, Speculation, & Preparation
Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.
What a Difference a Year Makes
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.
What Can You Do Before the 2021 Tax Deadline?
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
What do you need to know about Property & Casualty Insurance?
Category: Financial Planning
Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
What Does It Mean to Be an Investor? – Part One
For a minute, I want to think broadly about the question, “What does it mean to be an investor?”
What Does It Mean to Be an Investor? – Part Two
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
What Does the World Require of You?
Category: Foster Group
When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”
What Have We Learned in the Last 4 Months?
Category: Foster Group
How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.
What I Have Learned From My Journey of Generosity
Category: Financial Planning » Behavioral Finance
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
What I Think About When Working From Home
In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.