Summer 2010
A life of influence doesn’t happen accidentally. Jerry Foster’s article addresses the risks of complacency and presumption, encouraging us to take intentional steps toward a life characterized by passion and anticipation. Ed Green offers suggestions on how investors might think about recent healthcare reform legislation. Current estate tax law is in a state of limbo; Phil Kruzan recommends considering an interim estate plan to avoid unexpected outcomes. Martha Gribble begins a series highlighting Foster Group clients who are using their resources to make a difference in the world around them.
Spring 2010
Good decisions, followed by positive action, lead to results. Jerry Foster describes this process more fully as he fleshes out “The Momentum Principle.” Helping clients accomplish positive life change through the concept of “thought leadership” is the subject of Kent Kramer’s article. Brad Rempe tackles the sticky question of whether to convert a traditional IRA to a Roth IRA – a hot topic in the financial media right now. In another timely topic, Martha Gribble offers some practical suggestions to assist clients interested in providing support to Haitian relief efforts.
Winter 2009
We look back at 2009 as Jerry Foster and Jon Evans recap our Wise Wealth 2009 initiative and Ed Green reflects on lessons learned from the global financial crisis. Joe Bantz discusses charitable giving avenues, describing how two Foster Group clients are making a difference in the world through their giving. Kent Kramer fleshes out one component of our Mission Statement, explaining what “high probability of success” means to us and how we try to help clients achieve it.
Fall 2009
Join Foster Group as we celebrate 20 years working alongside clients to help them achieve their goals and dreams. Ed Green discusses current economic conditions and whether we are on the upswing. Our WiseWealth™ Lecture Series continues in October with economist Brian Wesbury joining us to share his views. Mark Stadtlander talks about Foster Group’s mission of “reducing complexity” for clients.