You Bring Your Vision; We’ll Draw the Map
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
Have You Heard About CoreWealth?
Category: Foster Group
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
How Do I Get Started with Foster Group?
Category: Foster Group
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
Permanent Life Insurance Policies Need Reviews Too!
Category: Financial Planning
Is your life insurance policy performing as well as it could be? Guest blogger Eryka Morehead explains some factors that could be undermining your policy’s performance.
Estate Planning Opportunities in a Low Interest Rate Environment
Category: Financial Planning » Estate & Transfer Planning
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.
How is COVID-19 Impacting Real Estate Investment Trusts?
Category: Investing
How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?
Positive Planning Opportunities in a Negative Market
Category: Financial Planning
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
ESG Investing. What Does It Mean to be a Responsible Investor?
ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.
My Strange Family
Category: Financial Planning » Family Governance
Strengthening Marital Bonds with Orange Juice
Category: Financial Planning » Family Governance
In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.
What Makes You Cry?
Category: Foster Group
As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.
Feed the Beast
Category: Financial Planning