SelectWealth Brochure
Category: Foster Group » Collateral
Foster Group SelectWealth - Helping you achieve the life and legacy you want.
Selling a Business Is Just as Tough as Owning One
Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way.
Semper Paratus
Category: Foster Group
September 21, 2020 Financial Perspectives
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
September 27th, 2021 Financial Perspectives
Category: Investing » Asset Allocation
In Part two of our interview with Marlena Lee from Dimensional, Kent Kramer and Marlena dig deeper into changes to asset allocation and ESG investing risks and considerations.
September 4, 2020 Financial Perspectives
1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers
Sequence of Return Risk
Category: Financial Planning
The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.
Set It and Don’t Forget It
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.
Who Really Needs a Financial Advisor?
Category: Foster Group
The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.
Who Run the World? Girls!
Category: Financial Planning » Behavioral Finance
Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.
Who Should Care About the CARES Act? You!
Category: Financial Planning » Cashflow
Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�
Why I Do, What I Do
Category: Foster Group
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
Why I Hate New Year’s Resolutions
Category: Financial Planning » Behavioral Finance
Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.
Why I Try Not to Pay Attention to the News
Category: Financial Planning » Behavioral Finance
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
Why Index Funds Don’t Work for Some People
Category: Investing » Active Management
Index funds are popular investment tools for good reason. They are low cost, effective ways to capture market return. Choosing to use index funds is only half the battle though; you must use them correctly to truly benefit.
Why should you have a budget?
The word, budget, can induce fear and anxiety for some people. But I would argue that creating a budget and being disciplined in the process creates more freedom and flexibility than the alternative.