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Blog

Important Changes for 2023

October 27, 2022 by Ian Foster

As I’m sure everyone is aware, we’ve seen an historic increase in inflation during 2022 and while no one is happy paying higher prices there are a few silver linings to explore. To start, tax bracket changes could increase post-tax income in 2023 as thresholds […]

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4 Smart Money Decisions During A Down Market

September 28, 2022 by Ian Foster

Most investors understand the stock market is having a difficult year. But some investors are less aware of the fact that 2022 is shaping as one of, if not the worst year on record for fixed income investments and balanced portfolios also. Traditional guidance would […]

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What Might Your Social Security Benefit Be in 2023?

August 12, 2022 by Ian Foster

Social Security Benefit

According to the Senior Citizens League (I know, they sound like a group of superheroes that can use laser vision to clip coupons from circulars at the speed of light), our favorite element of Social Security benefits, the Cost-of-Living-Adjustment or COLA, is anticipated to net […]

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Financial Benefits of Hiring Your Kids in the Family Business

June 24, 2022 by Ian Foster

Bringing your children into the family business has its pros and cons that range from teaching kids strong work ethics to alienating other employees due to nepotism. Many parents may not even want their children in the family business at young age so they can […]

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How Rising Rates May Impact Your Portfolio

May 23, 2022 by Ian Foster

How Rising Rates May Impact Your Portfolio The Federal Reserve has acknowledged that the post-pandemic inflation we have seen isn’t as transitory as once hoped. Supply chain issues haven’t cleared up as quickly as expected and inflation is beginning to take its toll. In an […]

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4 Important Changes with SECURE Act 2.0

April 27, 2022 by Ian Foster

On March 29th, the House of Representatives voted 414-5 in favor of the “Securing a Strong Retirement Act of 2022” or as it is better known, SECURE Act 2.0.  Next the bill will go to the Senate and if passed will expand on the SECURE […]

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Russia Could Default on Debt as Sanctions Cripple Economy

March 17, 2022 by Ian Foster

The devastating war and humanitarian crisis in Ukraine continues to remain in the forefront of news outlets and in the hearts of individuals around the world. Russia has beenthe recipient of financial sanctions from the west, including freezing over $300 billion of foreign reserves due […]

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Monte Carlo Analysis: Are you using this powerful tool when planning for your future?

February 24, 2022 by Ian Foster

Monte Carlo Analysis

A few blog posts ago, we examined the 4% retirement rule of thumb. The 4% rule was based on William Bengen’s examination of every rolling 30-year period from 1926 to the mid-90’s. He found that during that time period, a retiree could withdraw 4% of […]

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Is This Volatility Normal?

January 26, 2022 by Ian Foster

Investing

As many have noticed, markets have been extremely volatile this week, first heading into correction territory and then bouncing right back.1 In the moment these might seem like out of the ordinary moves, but are they? The simple answer is not really. These things happen […]

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Giving the Gift of Stock

January 12, 2022 by Ian Foster

Monetary gifts come in all sizes, shapes, and forms. From a dollar in the donation bucket to the purchase of savings bonds for grandchildren, monetary gifts are a generous expression of support that benefit both the recipient and the donor who shares in the joy […]

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