Should You Work with a CEFEX-Certified Advisory Firm?
Semper Paratus
Retirement Happiness
What are the primary drivers of a happy retirement and overall wellness?
Perhaps It’s Not About What You Want From Life, But What Life Wants From You
Past Performance is Not Indicative of Future Results
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
Not All Advisors Are Created Equal
My Top 5 Podcasts for Learners
Making Time
Listen to Learn with These 5 Podcasts
Let’s Defrost Taxing Relationships
Is Leasing Right for You?
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
I Want to Be Like Them
Stories like this spread and inspire others to be generous.
I Lead a Team of Financial Advisors, Here are 5 Reasons Not to Hire One
I love the place I work, I love the people I work with, and I think the work we do is almost always worth the money people pay us. Despite the fact I value all these things, I’ve come to realize there are some good reasons not to work with us.
How to Spot Political Bias
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
How Do I Get Started with Foster Group?
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
Have You Heard About CoreWealth?
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.