Umbrella Insurance Is Just a Catch All Policy, Right?
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.
Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th
Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.
Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th
Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.
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.
Top 2019 Foster Group Blogs
To Refinance or Not…That is the Question
Tips to Help Keep You on Track for Your Financial Goals
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
Thermostats and Peanut Butter Jars
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
The Two Most Important Questions to Answer When Choosing a Financial Advisor
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
The Time Might Be Right to Refinance Your Mortgage
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.
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.
The Seesaw of Finance
There are parallels between concepts in finance and concepts in physics. Let's take a look.
The Secret to Increasing Your Fitness Level and Net Worth
Are you really saving as much as you could without someone pushing you? Are you really investing in the most appropriate manner without someone advising you? Are you really on track toward financial independence at the earliest age possible without someone mapping out the path?
The Promise of Small Beginnings
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
The Power of Delegation for Executives
The Power of Answering Two Key Questions
How can answering two key questions potentially change your perspective on retirement?
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
The Older & Wiser AI: The Market’s Aggregate Intelligence
Has Artificial Intelligence been causing you anxiety, or made you wonder about the trustworthiness of investment markets? Be reminded that “educated optimism is an antidote for anxious uncertainty”.