Hold Still!
5 Investor Lessons Courtesy of COVID-19
2020 is a year we’ll all remember though in many ways we want to forget it.
Keep Your Eyes on the Horizon and Wings Level
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
A Few of My Favorite Things
Almost everyone has a few of their favorite things. One of my top questions to ask friends and clients is, “What are some of your most treasured memories and keepsakes?”
Cars, Planes, and Market Crashes
Since becoming a pilot about 6 years ago, I’m often asked about plane crashes. If you are an investor, the odds of enduring a market crash are almost 100%. Just as I have to do when flying, at Foster Group, we plan ahead for a market correction by using sound planning and investing.
Spring Training Thoughts for Your Portfolio
Seeing the Plan Through
Uncle Sam Wants His Money
457(b): The Good, The Not so Good, and The Not Good at All
Life is Full of Taxes
Asking the Right Question
Vaccine for Physician Pocketbooks
Physicians: Debt vs Savings, Which Comes First?
Young physicians often ask, “Should I focus more aggressively on paying down my debt, or should I just do the minimum and try to save as much as possible?” That’s an excellent question, with lots of variables and layers.
Tips to Help Keep You on Track for Your Financial Goals
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
Sequence of Return Risk
Game Saving Plays for 2021 Financial Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
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?
Brock Purdy and the Importance of Inconsequential Decisions
One seemingly small decision that no one thought would matter made a significant difference for the Bay Area team and its fans...