Estate Planning Opportunities in a Low Interest Rate Environment
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
ESG Investing. What Does It Mean to be a Responsible Investor?
Equity Compensation: What You Need to Know
The proper use and management of equity compensation are significant components of a healthy financial picture for corporate leaders. Let’s take a closer look at three types of equity compensation.
Equilibrium Markets in the Time of COVID
Over the years, Foster Group has utilized a number of mutual funds and exchange traded funds managed by Dimensional Fund Advisors (DFA). DFA was founded in 1981 on the idea of making academic investment research and empirically based portfolio management accessible to investors. In this article, Professor Kenneth French describes how markets responded to the events surrounding the COVID-19 pandemic.
Endowments & Foundations Brochure
Foster Group Endowments & Foundations - Helping Your Organization Make a Positive Impact for Years to Come
Emerging Markets – What Are They?
April 3, 2020 Financial Perspectives
April 26, 2021 Financial Perspectives
April 24, 2020 Financial Perspectives
April 17, 2020 Financial Perspectives
April 12, 2021 Financial Perspectives
Annual Financial Plan Physical
Analyzing the American Families Plan Tax Proposal
After months of speculation, on September 13th, the House Ways and Means Committee released a proposal for tax reform effective in 2022 (and possibly in 2021 for selected provisions). The proposal contains a number of provisions that were expected, and a few surprises that we did not expect.
An Investment Portfolio Is Like a Good Smoothie
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
An Executive’s Financial Guide
American Rescue Plan: Aid Begins Hitting Accounts
Most notably, the bill included another round of direct payments to Americans, many of whom have already received the $1,400 (individually), plus per spouse and dependent/s.