Med School Grads, Do These Three Things First

Category: Financial Planning » Cashflow

By Zach Dalluge

02/14/2020

As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.

Generous Giving is Meaningful Living!

Category: Financial Planning » Charitable Giving

By Joe Bantz

02/07/2020

My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier! 

Steps to Take When a Loved One Dies

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

02/04/2020

The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/03/2020

In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President Trump’s impeachment and ongoing Senate trial, and 2020 as an election year.

Individual Investment Pricing Schedule

Category: Foster Group

By Foster Group

02/01/2020

Institutional Investment Pricing Schedule

Category: Financial Planning

By Foster Group

02/01/2020

January 2020 Asset Class Performance Charts

Category: Investing

By Foster Group

02/01/2020

A review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy.

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans

By Ethan Gascho

01/31/2020

As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.

$1 Trillion!

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

01/24/2020

Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?

Med School Grads, Do These Three Things First

Category: Financial Planning » Cashflow

By Zach Dalluge

02/14/2020

As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.

Generous Giving is Meaningful Living!

Category: Financial Planning » Charitable Giving

By Joe Bantz

02/07/2020

My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier! 

Steps to Take When a Loved One Dies

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

02/04/2020

The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/03/2020

In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President Trump’s impeachment and ongoing Senate trial, and 2020 as an election year.

Individual Investment Pricing Schedule

Category: Foster Group

By Foster Group

02/01/2020

Institutional Investment Pricing Schedule

Category: Financial Planning

By Foster Group

02/01/2020

January 2020 Asset Class Performance Charts

Category: Investing

By Foster Group

02/01/2020

A review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy.

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans

By Ethan Gascho

01/31/2020

As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.

$1 Trillion!

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

01/24/2020

Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?

Perhaps It’s Not About What You Want From Life, But What Life Wants From You

Category: Foster Group

By Jason Brown

01/22/2020

I just finished reading Man’s Search for Meaning by Viktor Frankl. Among the many meaningful things he wrote, here is one that stood out. 

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

Why I Hate New Year’s Resolutions

Category: Financial Planning » Behavioral Finance

By Alex Battani

01/14/2020

Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.