I Want to Be Like Them
Category: Financial Planning » Charitable Giving
Stories like this spread and inspire others to be generous.
June 7, 2021 Financial Perspectives
Category: Investing » Alternative Investments
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else?
This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.
Decoding Crypto(currency) Webinar, June 3, 2021
Category: Investing » Alternative Investments
Are you curious about all the buzz around Cryptocurrency? What is it and should you consider investing in it? Tune in to our on-demand webinar where Kent Kramer, Jason Brown, and Ryne Oller dive into decoding cryptocurrency.
Alphabet Soup
Category: Financial Planning » Charitable Giving
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
5/29 is for 529’s
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
May 24, 2021 Financial Perspectives
Category: Investing
This week Kent Kramer talks with Daniel Wallick from Vanguard for part two of our interview. This second part focuses on constructing a portfolio, different types of primary goals, and comparing your success to others’.
How the “Little Guy” Really Wins in the Market
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Stock Markets Are Like Kids
Category: Foster Group
As I was driving into work, I realized that toddlers are a lot like the stock market.
Webinar Replay: Prediction, Expectation, Speculation, & Preparation
Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.
Health, Wealth, and Time
Category: Financial Planning » Behavioral Finance
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.
10 Mistakes Investors Make Without Advisors
Category: Investing » Diversification
Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.
Living in Fear of a Market Downturn?
Dimensional Fund Advisors’ David Booth on why you should change the way you think about investing.
How Elections Affect the Market
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak.
Listen to Learn with These 5 Podcasts
Category: Foster Group
Like most of you, I enjoy learning. And one of the ways I learn is by listening to podcasts. Here are five podcasts I recommend.
Med School Grads, Do These Three Things First
Category: Financial Planning » Cashflow
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.
Generous Giving is Meaningful Living!
Category: Financial Planning » Charitable Giving
My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier!
Steps to Take When a Loved One Dies
Category: Financial Planning » Estate & Transfer Planning
The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20
Maximize Your Limits
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.