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
Who Is Your Team’s Financial General Manager
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
Four Ways to Connect with Foster Group
How can you stay connected financially during this time?
April 24, 2020 Financial Perspectives
Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.
Cloudy Markets Still Have a Silver (Tax) Lining
Category: Investing » Diversification
During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting
Concentration Can Be a Killer
Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.
Clarifying the CARES Act for Businesses
Category: Financial Planning » Closely Held Business
Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.
April 17, 2020 Financial Perspectives
Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.