Have You Heard About CoreWealth?
Category: Foster Group
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.
Have You Considered a Cash-Balance Plan?
Category: Financial Planning » Closely Held Business
Many business owners are looking for more tax-friendly ways to save for retirement. A cash balance plan could be the answer.
Have You Come to Terms with the Reality of Your Retirement?
Category: Financial Planning » Behavioral Finance
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
Harnessing Optimism
Category: Foster Group
Want to live a longer, healthier, and happier life? Research shows that optimism isn’t just wishful thinking—it can be a powerful strategy for resilience and progress. Read to discover why optimism matters and how you can cultivate it in your own life.
Happy New Year? | Financial Perspectives
Market returns for the first three weeks of 2022 have not been full of happy reports. US stocks, especially some of the biggest names and winners of 2020 and 2021 have fallen into what is called “correction” territory. Is inflation and the concern with rising interest rates the whole story?
Happy 401(k) Day! Yes, It’s a Holiday!
Category: Financial Planning
Happy National 401(k) Day! As we take today to celebrate 401k’s, it’s important to consider the increasing challenges employees in our country face when it comes to retirement readiness.
Growth is Everywhere
Category: Foster Group
Growing in Confidence
Category: Foster Group
I found that I often feel more confident if I do certain things: prepare, practice, pretend, and primp.
Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
Chart of the Month – June 2023
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Chart of the Month – June 2022
There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.
Chart of the Month – July 2024
Category: Investing » Asset Allocation
International Stocks – Are they necessary?
Chart of the Month – July 2023
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
Chart of the Month – July 2022
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
Chart of the Month – January 2025
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.
Chart of the Month – Jan 2023
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – February 2025
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Chart of the Month – Feb 2023
Category: Investing » Diversification
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – Feb 2022
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.