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Planning for Inflation: What You Can, and Can’t, Control | Financial Perspectives

Category: Investing » Equity / Stocks
By Foster Group
05/17/2026

In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the "retirement equation" and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track.

Discovering What’s Next

Category: Investing
By Kent Kramer
04/10/2026

Rather than celebrating the past, commencement looks optimistically into the future and asks, “What’s next?” Read Kent’s reflections on retirement, new beginnings, and preparing for the next chapter.

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Category: Investing
By Gretchen Muller
04/10/2026

Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty, why discipline matters more than reaction, and what history tells us about navigating volatility – including the Iran conflict and its economic implications.

How Tax Strategy Fits into Your Financial Plan | Financial Perspectives

Category: Financial Planning » Closely Held Business
By Foster Group
03/16/2026

Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.

Planning for Inflation: What You Can, and Can’t, Control | Financial Perspectives

Category: Investing » Equity / Stocks
By Foster Group
05/17/2026

In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the "retirement equation" and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track.

Discovering What’s Next

Category: Investing
By Kent Kramer
04/10/2026

Rather than celebrating the past, commencement looks optimistically into the future and asks, “What’s next?” Read Kent’s reflections on retirement, new beginnings, and preparing for the next chapter.

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Category: Investing
By Gretchen Muller
04/10/2026

Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty, why discipline matters more than reaction, and what history tells us about navigating volatility – including the Iran conflict and its economic implications.

How Tax Strategy Fits into Your Financial Plan | Financial Perspectives

Category: Financial Planning » Closely Held Business
By Foster Group
03/16/2026

Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.

Chart of the Month – February

Category: Investing
By Jack Davies
02/03/2026

If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.

Chart of the Month – January 2026

Category: Investing
By Michael Westphal
01/06/2026

Not every investment theme plays out the same way. Michael, shares why a mix of companies and strategies may help manage concentration risk.