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.
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.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
At Foster Group, we encourage our clients to live lives of meaning and generosity, and some of our clients embody this. Of all the amazing stories I’ve heard, the following has impacted me most deeply.
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
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.
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?
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?!”