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August 21, 2020 Financial Perspectives

Category: Financial Planning » Behavioral Finance
By Kent Kramer
08/21/2020

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

August 11, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
08/11/2020

1:09 - News: July 27th - August 7th
4:06 - Market News: July 27th - August 7th
4:42 - Are Things Getting Better or Worse?
5:28 - What's Going on with Gold?
10:05 - How Does Foster Group View Gold?

Focus on What You Can Control

Category: Financial Planning » Estate & Transfer Planning » Advanced Techniques
By Wade Den Hartog
08/10/2020

At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?

IRS Allows for Reversal of 2020 RMDs

Category: Financial Planning » Cashflow
By Zach Dalluge
08/03/2020

In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.

What Have We Learned in the Last 4 Months?

Category: Foster Group
By Foster Group
07/28/2020

How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.

July 28, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
07/28/2020

1:14 - News: July 13th - July 24th
4:06 - Market News: July 13th - July 24th
5:40 - Are We There Yet?
7:56 - Which Party Is Better?
11:10 - Seeing Only the Negative

You Bring Your Vision; We’ll Draw the Map

Category: Financial Planning » Closely Held Business » Business Entities
By Marcus Iwig
07/24/2020

At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions

Have You Heard About CoreWealth?

Category: Foster Group
By Foster Group
07/23/2020

We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.

A Doctors Guide to Financial Planning Through a Crisis

Category: Foster Group » Event
By Walt Mozdzer
07/14/2020

Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.

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The Day a 27-Year-Old Said Something I’ll Never Forget

Category: Financial Planning » Charitable Giving
By Foster Group
01/29/2018

Protecting Your Online Information

Category: Foster Group
By Tim Mabee
01/04/2018

How Wide is the Moat Around Your Castle

Category: Financial Planning » Estate & Transfer Planning » Advanced Techniques
By Guest Blogger
12/07/2017

Fearing Finance- The Personal Angst Investors Feel

Category: Financial Planning » Behavioral Finance
By Foster Group
11/30/2017

Help! My Financial Advisor Doesn’t Know What I Need!

Category: Financial Planning » Behavioral Finance
By Foster Group
10/12/2017

Planning for Mental Decline

Category: Financial Planning » Estate & Transfer Planning
By Guest Blogger
10/04/2017

Is Your Portfolio Aligned with Your Purpose and Plans?

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Kent Kramer
09/15/2017
Kent Kramer explains how to align your portfolio with your purpose and plans.

Semper Paratus

Category: Foster Group
By Joe Bantz
09/08/2017

Devotion to Duty

Category: Foster Group
By Joe Bantz
09/07/2017

Tax Benefit to Distributing Employer Stock from Your 401(k)

Category: Financial Planning
By Guest Blogger
08/30/2017

Mutual Fund Survivor- the next great TV show

Category: Financial Planning » Taxes » 1040
By Joe Bantz
08/11/2017

I Can’t Spend All My Money – Now What?

Category: Financial Planning » Family Governance
By Phil Kruzan
08/10/2017
Previous 1 … 63 64 65 66 67 … 69 Next
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