Inflation? We’ve planned for this.
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
Chart of the Month – February 2025
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Inflation. Is It Good or Bad and What Can You Do About It?
Inflation has been one of the buzzwords in the news media for the past couple of years. Let's explore if it is good or bad and what can you do about it.
Chart of the Month – January 2025
Market conditions are usually not a good reason to change your portfolio. Instead of trying to position your portfolio based on where you think interest rates and inflation will be, talk to your advisor about how your portfolio will support your overall plan.
What I Learned About Cash, Awareness, and Random Acts of Generosity
The key to it all is intentionality, which may seem odd when the subject is random generosity. But if you’re not intentional about carrying cash, being aware, and engaging people in need, you’re going to miss the opportunity to experience even more joy during the holiday season!
Are You Hungry?
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
The Power of Invitation
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
What I Learned About the Nature of True Wealth
“Wealth” is a relative term. For many, if not most people, wealth has a lot to do with money. But there are those who have a lot of money who would gladly trade it for a happy marriage, or great health, or a clear conscience. The definitions of wealth are truly limitless, unique to each of us.
Invested in Women- Well Aged (and Well Read)
Foster Group recently launched a new initiative called, “Invested in Women”. Invested in Women will provide opportunities for financial education, solutions, and connections in a variety of formats. In early October, we’ll be hosting our first book club and discussing the book, “Well Aged,” by Ralph Milton.
Chart of the Month – September 2024
Do you wonder why we invest in equities? Equities are an attractive investment for their growth characteristics, but they have also served as a hedge against inflation.
Top Four Questions About 401(k) Plans
Retirement planning is a journey, and it is natural to have questions along the way. Here are some of the most important questions clients often ask me as a 401(k)-plan advisor.
My Money Story
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
The Second Home: A Different Kind of “Bond” Investment
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Retiree Health Insurance Options Prior to Medicare Eligibility
Key health insurance options and considerations for retirees prior to Medicare eligibility.
How Should a Nonprofit Allocate its Investment Portfolio?
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
Chart of the Month – August 2024
Is it Possible to Stop Worrying About Money? Yes!
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
Three Fun Budgeting Benefits
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Predictable Mistakes
We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.