The Power of Invitation
Category: Financial Planning » Charitable Giving
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
Tax Loss Harvesting: Losing to Win?
Category: Investing
In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy. Let's take a look!
More Than Just the Turkey
Category: Investing » Diversification
In both meals and investments, balance is key. A diversified portfolio can weather market fluctuations just as a well planned Thanksgiving dinner can satisfy almost everyone’s appetite.
The Ruling on the Field is Under (Fiduciary) Review
Category: Financial Planning » Behavioral Finance
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
The Gift of You
Category: Foster Group
Time is a unique asset. We can’t save it for the future. We spend it with every minute that goes by. But as with other assets, we can be generous with our time. Here are four examples of people I know personally, who inspire me by their active generosity.
Avoid Being Surprised by Insurance Policy Changes
Category: Financial Planning
It’s that time of year — you know, the time when you receive a large envelope from your insurance company with your renewal documents. Do you look at the documents? Check out a few of the items we’re seeing in the marketplace today.
Selling Your Business: Tax Implications and Qualified Small Business Stock Opportunities
Category: Financial Planning » Education Planning
Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.
Chart of the Month – November 2024
When we examine the historical relationship between equities and cash, it becomes evident that while cash may offer safety and short-term stability, equities tend to outperform over time. For long-term investors, remember that your plan should influence the portfolio and that reacting to market conditions is not a wise reason to change your plan.
My Money Story
Category: Financial Planning » Behavioral Finance
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
Category: Financial Planning
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
Category: Investing » Interest Rates
Is it Possible to Stop Worrying About Money? Yes!
Category: Foster Group
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.
Retirement: Living Well and Fully Living
Category: Financial Planning » Behavioral Finance
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Six Key Benefits to A Close Advisor-Client Relationship
Category: Financial Planning » Behavioral Finance
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
Running and Saving: A Lot’s the Same!
Category: Financial Planning » Cashflow
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Playing Jazz and Your Finances
Category: Financial Planning » Cashflow
Successfully playing jazz starts with fundamentals. The same is true of our personal finances.