Mutual Funds and ETFs: What’s the Difference?
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
Five Reasons to Consider a Roth IRA Conversion
Category: Financial Planning
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions.
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning » Charitable Giving
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.
May 15, 2020 Financial Perspectives
Category: Investing » Diversification
0:58 - Recap of the News this Week
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?
Growing in Confidence
Category: Foster Group
I found that I often feel more confident if I do certain things: prepare, practice, pretend, and primp.
May 7, 2020 Financial Perspectives
Category: Investing » Diversification
2:03 - Recap of the News this Week
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns
Vaccine for Physician Pocketbooks
Category: Investing » Asset Allocation
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.
What to Do with Your College Expenses Refund Check
If you are receiving a refund of money already spent from a 529 plan, here are some important considerations.
May 1, 2020 Financial Perspectives
0:58 - The Week in Review
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market
Is Your Portfolio Aligned with Your Purpose and Plans?
Kent Kramer explains how to align your portfolio with your purpose and plans.
Semper Paratus
Category: Foster Group
Devotion to Duty
Category: Foster Group
Asset Allocation – Explaining 85% of Your Return
Category: Investing » Asset Allocation
Watch this video blog by Foster Group Chief Investment Officer, Kent Kramer, as he helps explain 85% of your return!