True Wealth Often Appears in the Most Unexpected Places
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
Five Things to Consider Before Referring Your Client to a Financial Advisor
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
The Three To-Do’s in the Fourth Quarter
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
When Fraudsters Strike
Foster Group’s Response to COVID-19
Foster Group’s Updated Response to COVID-19
Nearly a year after it started, COVID-19 continues to drive headlines and heavily impact our lives and work. We want to provide you with an update as to what Foster Group is doing to ensure the safety of our clients and our team.
Why I Do, What I Do
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.
Making Time
Should You Work with a CEFEX-Certified Advisory Firm?
Not All Advisors Are Created Equal
Asking the Right Question
Growth is Everywhere
Past Performance is Not Indicative of Future Results
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
Annual Financial Plan Physical
The Stories We Tell Ourselves
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
A “Real” Estate – Part One
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.