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Well, if you get tired of hearing us talk about timeless financial planning disciplines (aka avoiding pitfalls), then enjoy and embrace this quick read from another source.  Fantastic, simple advice we can all adhere to in bettering our investment experience while increasing probabilities for success.  No magic here.  You can do this, and we can help.  Stay diversified (#6 for those keeping score at home). https://money.usnews.com/money/personal-finance/mutual-funds/slideshows/7-bad-investing-habits-that-are-holding-you-back/1  ...

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Perspective can be defined in many ways, but when I think of perspective, I think of attitude as well. In the past year, I have known of four friends who have been diagnosed with various forms of cancer, and each of them has had a different perspective on their diagnosis.  One very good friend was diagnosed late last summer with Multiple Myeloma at the...

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I recently had a client tell me that he finally “got it.”  I asked what he meant, and he said that he had looked at a lot of retirement calculators online and wondered why our projections for distributions differed from online calculators he had tried where he plugged in a couple of numbers and it quickly spewed out the amount of income he’d receive at retirement. What he realized was...

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The statistics regarding tax-related identify theft are big - I would say shocking - but most of the public is now all too aware of how prevalent tax-related fraud is.  According to this Forbes article, the IRS paid out $5.8 million in fraudulent refunds in 2013 and, if I were a betting man, I would imagine that number will rise in the coming years.  With significant reductions in funding...

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Ross Polking Thumbnail Photo

Companies represented in the S&P 500 recently announced that, in aggregate, $104.3 billion in stock buybacks were made in February.  This not only is twice the $55 billion repurchased a year ago, but a record for equity repurchases in any single month.  The previous monthly high was $99.8 billion, set in July 2006, following which the S&P returned 23% over the next 14 months.  Well over $2 trillion has been...

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Seth Comfort

Buds on the trees, grass is turning green, birds are singing, all around us are signs spring is coming.  With spring comes the start of America’s pastime, baseball! When I think of baseball, I think of exciting moments like a home run or a grand slam when that batter crushes the ball out of the park.  But when I think about an actual game of baseball, those exciting moments don’t happen...

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The financial media has been sending up warning signs for a while now about market valuations, saying the bull market is six years in and can’t run forever.  While I agree with the notion that bull markets don’t last forever, I also caution anyone from trying to predict when the bull becomes a bear. In this recent article posted by the Wall Street Journal, our own Mark Stadtlander contributes his perspective...

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Estate planning isn’t just about how you leave your estate when you die – there are many techniques available to distribute assets during your lifetime, allowing you to see the use and enjoyment of your resources.  Click here to read a great article on this topic.   ...

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Our graphs reviewing the monthly performance of various asset classes expands greatly this month to include not only benchmark indices but also representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy. Each asset class graph will show data for the previous month, calendar year to previous month end, three-, five- and ten-year rates of return for a representative benchmark index as well as funds...

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