Are you worried that your heirs will foolishly spend their inheritance or lose it to creditors? You may want to...
Posts by: Foster & Associates
Your Tax Checklist for 2023
It’s time for taxes again. Now is a good time to double-check that you have everything in place to file your taxes correctly and maximize your tax refund.
Dividend Income or Capital Gains – The Basics
You can make investment income through the financial markets in two major ways: dividends and capital gains. But what are they exactly, and how do they work? Let’s take a closer look.
Foster Family Office – 2022 Year-End Update
The end of 2022 is approaching, and it can’t come fast enough for global equity investors. Fortunately for our Family Office clients, our Alternatives Portfolio saved the day.
So, What’s the Plan? Estate Planning for Beginners
Estate planning is a crucial component of any complete financial plan. Despite common misconceptions, the process need not be overly complicated.
2022 Q2 – Summer 2022
“Are we there yet?” Oh, those famous words from the back seat on the summer road trip. It’s certainly a question we’ve been asking recently.
2022 Q1 – Budget 2022: Carefree or Just Careless?
It is to the government’s credit that the 2022 budget has no major surprises, and despite the new spending programs, the budget is seen as proposing slightly less exuberant spending than feared.
2021 Q4 – Getting Ready for 2022
2021 is now behind us. How are we positioning our managed accounts for 2022?
2021 Q3 – Wounded Goose
Pity the poor Chinese stock investor. Just as the international community is ganging up on China again, their own president seems hell-bent on bringing their best-performing high-flying companies back down to earth.
2021 Q2 – Bottoms Up, Tops Down
As the world begins to adjust to vaccines and society starts to heal from the restrictions that we have all endured, the investment markets have been healing as well.
DISCLAIMER: Estimates and projections contained herein represent the views of the write and are based on assumptions which the writer believes to be reasonable. This information is given as of the date appearing on this report, and the writer and Foster & Associates Financial Services Inc (“Foster”) assume no obligation to update the information or advise on further developments relating to securities. The material contained herein is for information purposes only. This material is not intended to be relied upon as a forecast, research or investment advice, and is not to be construed as an offer or solicitation for the sale or purchase of securities, or as a recommendation for you to engage in any transaction involving the purchase of any Foster product. Investors should carefully consider the risks of investing in light of their investment objectives, risk tolerance and financial circumstances
© 2024 Foster & Associates Financial Services Inc.