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The Influence of Trust
A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.
The Ins and Outs of Paying Student Loan Debt
The Invisible Tax
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
The IRS Punted on 2023
The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.
The Joy of Generosity
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
The Older & Wiser AI: The Market’s Aggregate Intelligence
Has Artificial Intelligence has been causing you anxiety, or made you wonder about the trustworthiness of investment markets? Be reminded that “educated optimism is an antidote for anxious uncertainty”.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
The Power of Answering Two Key Questions
How can answering two key questions potentially change your perspective on retirement?