The Power of Invitation
Category: Financial Planning » Charitable Giving
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
The Intersection of Finance & Life Well-Being with Professor Meir Statman | Financial Perspectives
Category: Investing » Financial Science (Academia)
This week, join Kent Kramer for an insightful conversation with best-selling author, Professor Meir Statman, a leading expert in behavioral finance. Discover how financial security, optimism, and resilience contribute to overall life well-being. Professor Statman shares his inspiring personal journey and offers practical advice on balancing financial wealth with life’s other important aspects, such as family, health, and meaningful relationships.
Tax Loss Harvesting: Losing to Win?
Category: Investing
In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy. Let's take a look!
More Than Just the Turkey
Category: Investing » Diversification
In both meals and investments, balance is key. A diversified portfolio can weather market fluctuations just as a well planned Thanksgiving dinner can satisfy almost everyone’s appetite.
Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives
Category: Financial Planning » Charitable Giving
This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.
The Ruling on the Field is Under (Fiduciary) Review
Category: Financial Planning » Behavioral Finance
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
The Gift of You
Category: Foster Group
Time is a unique asset. We can’t save it for the future. We spend it with every minute that goes by. But as with other assets, we can be generous with our time. Here are four examples of people I know personally, who inspire me by their active generosity.
Avoid Being Surprised by Insurance Policy Changes
Category: Financial Planning
It’s that time of year — you know, the time when you receive a large envelope from your insurance company with your renewal documents. Do you look at the documents? Check out a few of the items we’re seeing in the marketplace today.
How Should a Nonprofit Allocate its Investment Portfolio?
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
Are You Getting the Top 4% of the Market? | Financial Perspectives
How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question.
Chart of the Month – August 2024
Category: Investing » Interest Rates
Is it Possible to Stop Worrying About Money? Yes!
Category: Foster Group
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
Three Fun Budgeting Benefits
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Predictable Mistakes
We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.
Retirement: Living Well and Fully Living
Category: Financial Planning » Behavioral Finance
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Advisor Spotlight: Stacie Neussendorfer | Financial Perspectives
Category: Foster Group
This week, Jason Brown is joined by Senior Lead Advisor, Stacie Neussendorfer. Hear Stacie share what she likes most about her job and how her perspective has changed over the years. Stacie also reveals what she feels clients value the most about working with Foster Group, good and bad money decisions, and what she's hopeful for in the future.
Six Key Benefits to A Close Advisor-Client Relationship
Category: Financial Planning » Behavioral Finance
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
Running and Saving: A Lot’s the Same!
Category: Financial Planning » Cashflow
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
ROMO: Regret Over Missing Out | Financial Perspectives
Category: Investing » Diversification
In the first six months of 2024, NVIDIA has seen its stock price appreciate by just under 150%, which represented about 1/3 of the total gain of the S&P 500 in the same period. For those investors who did not own NVIDIA, they are likely experiencing ROMO. This week, Kent Kramer analyzes concentration of value and performance of the global stock market.
Playing Jazz and Your Finances
Category: Financial Planning » Cashflow
Successfully playing jazz starts with fundamentals. The same is true of our personal finances.