Finance

September BR Insights Blog

What Does It Mean to Be an Investor? – Part Two

Jason Brown, Director of Advisor Success, Foster Group

An investment, at least in the relational or social sense, is something that:

Involves our most precious resources – time, energy (creativity, emotion, work) and, often, money.…
2022 July BR Insights Blog

What Does It Mean to Be an Investor? – Part One

Jason Brown, Director of Advisor Success, Foster Group

For a minute, I want to think broadly about the question, “What does it mean to be an investor?”  

I’ve invested in my relationship with my …

2022 May Business Record Insights Blog Image

The Two Most Important Questions to Answer When Choosing a Financial Advisor

Jason Brown, Director of Advisor Success, Foster Group

In working with over a hundred prospective clients in the past five and a half years, here are the two most important questions to ask yourself when …

FG March Blog Image

Purpose Before Portfolio

BY KENT KRAMER, CFP®, AIF®, Chief Investment Officer, Foster Group

“I’m looking for maximum return with as little risk as possible.”

That probably sounds familiar because it seems to be on every investor’s wish list. The …

Dec 2021 BR Insights Blog Image

Still Searching for the One?

Jason Brown, Director of Advisor Success, Foster Group

Let me be blunt: You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, …

Foster Group 2021 October Blog Image

Are You Afraid of (Market) Heights?

BY KENT KRAMER, CFP®, AIF®, Chief Investment Officer, Foster Group

“I don’t have a fear of heights. I do, however, have a fear of falling from heights.” – George Carlin

The first album (yes, a 33 …

Foster Group Blog Image August 2021

I Lead a Team of Financial Advisors, Here are 5 Reasons Not to Hire One

Jason Brown, Director of Advisor Success, Foster Group

I love the place I work, I love the people I work with and I think the work we do is almost always worth the money people …

June Business Insights Blog Image

How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas

BY KENT KRAMER, CFP®, AIF®, Foster Group

Every week it seems there is a new story about which investment, which “trade,” is making amazing money. From the FANMAG stocks, to Tesla, GameStop, and Crypto, each new …

April FG Insights blog image FINAL

Are You Investing or Playing a Completely Different Game?

Jason Brown, Director of Advisor Success

After a recent high school basketball game, I had a brief conversation with a good friend about what just happened with GameStop. He’s not in financial services; he’s a …

FINAL February BR Insights Image

Don’t Leave Your Last Round to Chance

BY MARCUS IWIG, CFP®, CPA, MAcc Lead Advisor, Foster Group

I grew up playing the game of Yahtzee at my grandparents’ house. While it’s mostly a game of chance, there is a bit of strategy. …