My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Navigating Financial Health in Retirement
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Navigating the Course of Retirement Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Navigating the Noise: A Reality Check on Fearful Headlines
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
Nervous About the Market? Maybe You Need a Lifeboat.
Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.
New Year – Rates are Rising | Financial Perspectives
No Better Time to Deploy Your Donor Advised Fund
Not All Advisors Are Created Equal
The Power of Delegation for Executives
The Promise of Small Beginnings
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
The Secret to Increasing Your Fitness Level and Net Worth
Are you really saving as much as you could without someone pushing you? Are you really investing in the most appropriate manner without someone advising you? Are you really on track toward financial independence at the earliest age possible without someone mapping out the path?
The Seesaw of Finance
There are parallels between concepts in finance and concepts in physics. Let's take a look.
The Stories We Tell Ourselves
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
The Three To-Do’s in the Fourth Quarter
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
The Time Might Be Right to Refinance Your Mortgage
The Two Most Important Questions to Answer When Choosing a Financial Advisor
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
The War in Ukraine | Financial Perspectives
Thermostats and Peanut Butter Jars
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Things to Ponder This Holiday Season
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.