Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
The rising cost of living recently has led the IRS to raise the 2023 contribution limits for employees with 401(k), 403(b), most 457 plans, and the federal government's Thrift Savings Plan.
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.
"Everything good in life is just the gap between expectations and reality." - Morgan Housel. This week, Kent Kramer shares his thoughts on market history and setting expectations.
Stay diversified, and stay the course. That’s good advice for both runners and investors.
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
Investors have been puzzled this year, maybe even disappointed, that the bond market broadly has seen negative returns. How can this be when many money markets and bonds have stated yields of more than 5%? This week, Kent Kramer explains why.
How the magic of writing a letter could help convey your intentions to a beneficiary.
An emergency fund is not merely about setting money aside; it's about cultivating peace of mind and stability when life throws unexpected challenges your way.
We believe that investors increase their chances of success by avoiding predictable mistakes -- those practices that sound like they should work but have been shown time and time again to have very low probabilities of success. This week, Kent Kramer examines different studies to help inform our fifth investment principle.
Let's look at the Monte Carlo analysis and what it has in common with your financial plan.
Successfully playing jazz starts with fundamentals. The same is true of our personal finances.
International Stocks – Are they necessary?
In the first six months of 2024, NVIDIA has seen its stock price appreciate by just under 150%, which represented about 1/3 of the total gain of the S&P 500 in the same period. For those investors who did not own NVIDIA, they are likely experiencing ROMO. This week, Kent Kramer analyzes concentration of value and performance of the global stock market.
