Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Webinar Replay: Secure Act Q&A
April 3, 2020 Financial Perspectives
April 9, 2020 Financial Perspectives
March 27, 2020 Financial Perspectives
Asset Allocation – Explaining 85% of Your Return
May 7, 2020 Financial Perspectives
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns
Today’s Markets Are Powerful Partners for Investor Success
8 Changes from SECURE Act 2.0
On December 29th, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was officially signed into law. The act includes 90+ provisions designed to help savers and people in or near retirement. Here are 8 key changes from the act.
Making Sense of SECURE Act 2.0 | Financial Perspectives (In a Minute)
The SECURE Act 2.0 includes 90+ provisions designed to help savers and people in or near retirement. This week, Matt Moklestad highlights some of the key changes from the act.
Have You Considered a Cash-Balance Plan?
Many business owners are looking for more tax-friendly ways to save for retirement. A cash balance plan could be the answer.
How Much Should Associations Hold in Reserve Assets?
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
Earth-Bound Aces Strive for More Than Financial Flyover
Recently, I attended the Kansas City Air Show and witnessed the precision acrobatics of the Navy’s Blue Angels, a team of six intensely trained pilots performing incredible high-flying stunts. Foster Group financial advisors are not known for performing at 10,000 feet, but we are catalysts for positive life change and, unlike static aircraft displays at a two-day event, we will continue our work tomorrow, next week, next month, and next year.
Let Charitable Giving Take the Sting Out of Taxes
Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.
Investors Must Be Present to Win
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.
Selling a Business Is Just as Tough as Owning One
Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way.
How to Plan a Business Exit
Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.