Psychology and Wealth
The different ways people react to and treat wealth and finances is fascinating. Although not everyone can be put in a box, there are five main personality types when it comes to psychology and wealth: Neuroticism/Emotional Stability, Conscientiousness, Agreeableness, Extraversion, and Openness.
Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
Q1 Wrap Up: Ukraine, Inflation, Interest Rates | Financial Perspectives
Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
Rates, Prices and Inventory: The Entire Housing Market Explained in About Two Minutes
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.
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
Recessions, Retirement, & Investments | Financial Perspectives (In a Minute)
There's a lot of talk in the news about recession. Are we in one? Is there one coming? How long or how deep might that recession be? This week, Kent Kramer walks us through what different economists think might occur.
What do you need to know about Property & Casualty Insurance?
Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
What Does It Mean to Be an Investor? – Part One
For a minute, I want to think broadly about the question, “What does it mean to be an investor?”
What Does It Mean to Be an Investor? – Part Two
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
What Does the World Require of You?
When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”
What Have We Learned in the Last 4 Months?
How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.
What I Have Learned From My Journey of Generosity
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
What I Think About When Working From Home
What If…
What if my spouse is gone tomorrow? What if I live to 110? What If I want to retire as soon as possible? What if I have a Long-Term Care event? Where do you seek guidance, clarity, and understanding on your financial plan to help address these questions?
What is a Fiduciary
What is your Legacy?
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
What Jumping Out of an Airplane Taught Me About Investing
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.