Do Headlines Cause You to Take Action?
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Dividing Finances in Divorce
If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.
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?
Discover the Real Meaning of Financial Independence
In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”
Devotion to Duty
Decoding Crypto(currency) Webinar, June 3, 2021
2020 Vectors & Viewpoints Q1
2020 Foster Group Year-In-Review
This year came with a few surprises, to say the least. We didn't let that stop us from pursuing our goal of Truly Caring For our clients, our communities, and our team.
2019 Vectors & Viewpoints Q4
2019 Vectors & Viewpoints Q3
2019 Vectors & Viewpoints Q2
2019 Vectors & Viewpoints Q1
10 Things I Learned About Money from 80’s Music
10 Obstacles to Investing – and How to Overcome Them
In the following article David draws on his years of experience talking with investors and academics alike to address some common hesitations all investors face from time to time.
10 Mistakes Investors Make Without Advisors
$1 Trillion!
“Sportsified” Diversification
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.