Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
What’s In Your (Charitable) Toolbox?
Category: Financial Planning » Charitable Giving
Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.
Bear Markets and Life Jackets
Category: Investing » Asset Allocation
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
Do You Have a Financial Caddy?
Category: Financial Planning
A professional golfer would be incomplete without his or her Caddy. The same is true for you and your finances. I believe a good financial plan is incomplete without a Caddy, aka a Financial Advisor, to help you navigate life.
The Stories We Tell Ourselves
Category: Foster Group
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.
Keep Your Eyes on the Horizon and Wings Level
Category: Investing » Alternative Investments
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
A Few of My Favorite Things
Almost everyone has a few of their favorite things. One of my top questions to ask friends and clients is, “What are some of your most treasured memories and keepsakes?”
Cars, Planes, and Market Crashes
Category: Financial Planning » Behavioral Finance
Since becoming a pilot about 6 years ago, I’m often asked about plane crashes. If you are an investor, the odds of enduring a market crash are almost 100%. Just as I have to do when flying, at Foster Group, we plan ahead for a market correction by using sound planning and investing.
Media Drama: Facts or Fiction?
Category: Financial Planning » Behavioral Finance
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
High Profit vs Low Profit: The Returns Are In!
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
Advisor Spotlight: Brad Rempe | Financial Perspectives
Category: Foster Group
This week, Jason Brown is joined by Senior Lead Advisor, Brad Rempe. Hear Brad share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, and what he's hopeful for in the future.
Keep Three Buckets in Your Retirement Boat
One way to improve your investment experience is to walk through our lifeboat drill. Brad Rempe shares three 'buckets' to include.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Are You an Owner or a Lender
Category: Investing » Asset Allocation
Do Simple Better
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.