However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
This year came with a few surprises, to say the least. We didn't let that stop us from pursuing our goal of Truly Caring For our clients, our communities, and our team.
Nearly a year after it started, COVID-19 continues to drive headlines and heavily impact our lives and work. We want to provide you with an update as to what Foster Group is doing to ensure the safety of our clients and our team.
As we hope you know, our highest priority is to help ensure that your financial life is Truly Cared For®, so that you can live a life of meaning and generosity. The client survey we conducted in November was a critical step in helping ensure that we are serving you well.
Gallup recognized Foster Group as a 2021 Exceptional Workplace Award winner. This marks the fourth consecutive year the team at Foster Group has received this award.
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.
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.
Welcome to the noisiest time of the year, with pundits predicting boom or bust for your portfolio in 2022. In the webinar, you'll learn about: The risk of acting on predictions, the importance of a long-term investment plan, and predictions that never panned out.
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
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...
How do we deal with uncertainty in a globally connected world? Uncertainty is nothing new. It's an ongoing factor in global markets that can be embraced and often managed in investment portfolios. In this webinar, we will cover: potential impacts of Russia and Ukraine on your portfolio, the ripple effects of the war on inflation, interest rates, oil, and continuing market volatility, thoughts on what you could consider doing now, and updates regarding ongoing developments.
What if my spouse is gone tomorrow? What if I live to 110? What If I want to retire as soon as possible? What if I have a Long-Term Care event? Where do you seek guidance, clarity, and understanding on your financial plan to help address these questions?
Sometimes we look at the extraordinary things that people are doing with their money and we wonder, "How?" This week, Jason Brown shares a simple framework that might help answer that question.
Sometimes we look at the extraordinary things that people are doing with their money and we wonder, "How?" This week, Jason Brown shares a simple framework that might help answer that question.
