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Selling Your Business? Why Financial Due Diligence Matters Before You Sign
Financial due diligence can help business owners defend valuation, avoid deal surprises, understand cash proceeds, and prepare for a successful exit.

Craig Foster
4 days ago3 min read


Financial Aid for Students: A Smarter Approach to Planning for College
Preparing for college has become increasingly competitive—and increasingly expensive. Today’s students are expected to perform well academically, stay involved in extracurricular activities, and challenge themselves with advanced coursework. At the same time, families are navigating the rising cost of higher education, which can add another layer of complexity to an already demanding process. The good news is that with thoughtful planning, the financial aid process can be mor

Craig Foster
Apr 232 min read


What Is a Cash Balance Plan — and How It Can Help High Earners and Medical Practice Owners Save Six Figures in Taxes
and How It Can Help High Earners and Medical Practice Owners Save Six Figures in Taxes

Craig Foster
Dec 30, 20253 min read


U.S. Job Market in 2025–2026: Slow Growth, Rising Risks, and What It Means for Investors
Slow Growth, Rising Risks, and What It Means for Investors

Craig Foster
Dec 15, 20253 min read


How the INVEST Act Could Transform Retail Investors’ Access to Private Markets
In December 2025, the U.S. House of Representatives passed the Incentivizing New Ventures and Economic Strength Through Capital Formation Act—better known as the INVEST Act—a bipartisan capital formation package designed to modernize how investors and companies interact with private markets. This legislation has major implications for retail investors who historically have been shut out of opportunities reserved for institutions and high-net-worth individuals. What Are Privat

Craig Foster
Dec 13, 20253 min read


Why Understanding Inflation Matters — and Why Many Americans Still Get It Wrong
Why Many Americans Still Get It Wrong

Craig Foster
Dec 11, 20252 min read


What the Recent Yen Carry-Trade Shift Means for Global Investors — And Why It Matters to You
This week, global markets got a jolt from a shift in overseas monetary policy that could have implications for investors here at home. The BOJ has signaled it may begin raising interest rates — a move that’s triggering major ripples across currency, bond, and equity markets worldwide. To appreciate why this matters, it helps to understand the mechanics of the yen carry trade — and how recent changes have unsettled decades-old market dynamics. 🔄 What Is “Yen Carry Trade,” and

Craig Foster
Dec 1, 20253 min read


🔦 Eye on the Repo Market: Why the Warning Light Matters
Why the Warning Light Matters

Craig Foster
Nov 2, 20252 min read


Wellness Wednesday
Smart Snacking to Keep Blood Sugar Steady

Craig Foster
Sep 24, 20252 min read


Wellness Wednesday
Why High Blood Pressure in Kids Matters — And What Families Can Do

Craig Foster
Sep 17, 20253 min read


What Nvidia’s Antitrust Probe Means for Global Investors and Strategic Planning
Global Investors and Strategic Planning

Craig Foster
Sep 15, 20253 min read


Wellness Wednesday
Make a Splash with Aqua Fitness

Craig Foster
Sep 3, 20252 min read


Wellness Wednesday
Recognizing the Signs of Diabetes

Craig Foster
Aug 27, 20251 min read


Rethinking Life Insurance: A Powerful Asset in an Uncertain Economy
A Powerful Asset in an Uncertain Economy

Craig Foster
Jul 31, 20253 min read


🌿 Wellness Wednesday: When to Consider Virtual Care — A Smarter Way to Stay Well
When to Consider Virtual Care — A Smarter Way to Stay Well

Craig Foster
Jul 30, 20252 min read


U.S.–Japan Trade Deal
What It Really Means

Craig Foster
Jul 24, 20252 min read


Wellness Wednesday
Should I Eat Right Now?

Craig Foster
Jul 23, 20252 min read


Wellness Wednesday
Wellness Wednesday

Craig Foster
Jul 16, 20252 min read


Wellness Wednesday
Unlocking Senses & Enhancing Lives: The Power of Sensory Therapy for Dementia Patients

Craig Foster
Jul 9, 20253 min read


Wellness Wednesday
Protecting Your Heart in the Heat

Craig Foster
Jul 2, 20251 min read
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