Monthly Archives: December 2016

Ross Polking Thumbnail Photo

Physicians are becoming more and more accustomed to scrutiny of the cost of their services.  In an era of healthcare reform, the squeeze is on to reduce margin thanks to pressure from the government, insurance companies, and patients.  Declining reimbursements are forcing medical professionals to cut staff, limit time with patients and, in some instances, turn away those seeking specific medical services.  Patients are also bearing a greater cost-sharing burden...

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Joe Bantz and I had an introductory meeting with potential clients earlier this year. They were referred by a friend. Questions – from both sides of the table – set the agenda for this initial meeting. In this case, they had a number of questions about our investment philosophy and fee structure. Joe and I asked about their financial history, hopes and concerns, and their reasons for considering Foster Group. During...

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Kent Kramer

Like many Americans, I keep looking out my window for pigs with wings…the euphemism “when pigs fly” having been recently invoked for:

  1. The Chicago Cubs winning the World Series after a 108 year drought, finding themselves down three games to one to the Cleveland Indians on October 30 (15% probability*)
  2. Donald Trump winning the United States Presidential election after an aggregated index of national polls gave him less than a...

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Marcus Iwig

I was recently in one of the big-box home improvement stores, watching the hustle and bustle of the store’s staff in the Christmas décor aisles.  If Christmas is near, then New Year’s Day can’t be far behind.  It’s probably time, then, to start thinking about year-end tax planning. Here are some year-end ideas you can ponder as you start to sing Christmas carols:

  1. Do you have the need and ability...

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