SelectWealth Brochure
Category: Foster Group » Collateral
Foster Group SelectWealth - Helping you achieve the life and legacy you want.
Endowments & Foundations Brochure
Category: Foster Group » Collateral
Foster Group Endowments & Foundations - Helping Your Organization Make a Positive Impact for Years to Come
SignatureWealth Brochure
Category: Foster Group » Collateral
Foster Group SignatureWealth - a dedicated financial advisor and service team to manage all aspects of your financial life.
CoreWealth Brochure
Category: Foster Group » Collateral
Foster Group CoreWealth - helping you define and achieve your personal vision.
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing » Equity / Stocks
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Event Replay: Uncertainty is the New Certainty
Category: Foster Group » Event
Uncertainty is unavoidable. It's all in how you react to it. In this educational conversation, we talk about adapting and controlling what you can. Our featured guests, David Booth and Senator Bill Bradley, share personal stories about facing challenges and strategies they've developed to help make better decisions.
2022 Year-End Financial Checklist – Have You Reviewed Your Tax Situation?
Category: Financial Planning
Since we are close to flipping the calendar to 2023, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
Individual Pricing Schedules
Category: Foster Group
View Foster Group's pricing schedule for individual clients.
Foster Group Announces Six New Shareholders
Category: Foster Group
Foster Group is pleased to announce it is growing its number of internal shareholders with the addition of six employees to the owner’s list.
Positive Planning Opportunities in a Negative Market
Category: Financial Planning
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
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.
Accountability: The Key to Unlocking Financial Independence
Category: Financial Planning » Behavioral Finance
For more than 20 years, I ran competitively. Last year, I spent three to four months training consistently and failed to reach one of my goals.
Saving More Is Easy If You Eliminate Obstacles
Category: Financial Planning » Behavioral Finance
I listened to a great show on the Hidden Brain podcast a couple months ago: Work 2.0 – The Obstacles You Don’t See. The big takeaway was that often the path to success is not about more motivation but removing obstacles. I think the podcast has had a big impact on my life already. Let me explain.
Have You Come to Terms with the Reality of Your Retirement?
Category: Financial Planning » Behavioral Finance
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
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.
Passing on the Spirit of Generosity in a Tax Smart Manner
Category: Financial Planning » Charitable Giving
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
Tax Planning Strategies For 2019: How Can You Act Now?
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
The Corporate Transparency Act is Here: What you Need to Know
Category: Financial Planning
Several frequently asked questions regarding the CTA and its new reporting requirements that will impact millions of business entities and, more specifically, their owners.
Rates, Prices and Inventory: The Entire Housing Market Explained in About Two Minutes
Category: Financial Planning
The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in.
YOLO, Meme, and EMH: What’s Your Investment Style?
Guest Blogger, Marlena Lee, PhD. While it’s not the intended victim of the YOLO traders, will the efficient market hypothesis be a casualty of these events? The answer depends a lot on your definition of efficient markets.
Umbrella Insurance Is Just a Catch All Policy, Right?
Category: Financial Planning
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.