Let’s Defrost Taxing Relationships

Category: Foster Group

By Walt Mozdzer

03/06/2020

As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.

Webinar Replay: Prediction, Expectation, Speculation, & Preparation

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

03/06/2020

Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.

Health, Wealth, and Time

Category: Financial Planning » Behavioral Finance

By Guest Blogger

03/04/2020

David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.

10 Mistakes Investors Make Without Advisors

Category: Investing » Diversification

By Foster Group

03/03/2020

Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.

Living in Fear of a Market Downturn?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Foster Group

03/03/2020

Dimensional Fund Advisors’ David Booth on why you should change the way you think about investing.

How Elections Affect the Market

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/28/2020

A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets. 

Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/28/2020

Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak. 

Listen to Learn with These 5 Podcasts

Category: Foster Group

By Foster Group

02/21/2020

Like most of you, I enjoy learning. And one of the ways I learn is by listening to podcasts. Here are five podcasts I recommend.

Med School Grads, Do These Three Things First

Category: Financial Planning » Cashflow

By Zach Dalluge

02/14/2020

As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.