Foster Group - Financial Planning Insights

Breaking Down the Banking Headlines: Part One | Financial Perspectives

Category: Investing » Equity / Stocks

By Matt Abels

03/21/2023

With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Michael Westphal provide context and insights to those questions. Tune in next week for part two, where we’ll be joined by Jim Plagge, President and CEO of Bank Iowa.

Breaking Down the Banking Headlines: Part Two | Financial Perspectives

Category: Investing

By Matt Abels

03/27/2023

With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Jim Plagge, President & CEO of Bank Iowa, provide context and insights to those questions.

Is Fear the Only Thing to Fear? | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

04/10/2023

Fear can grab us and demand a response, such that fear itself can become the real danger. This week, Kent Kramer explores how fear and bad news can impact investing and some simple steps you could consider to avoid emotional investing.

Recessions, Retirement, & Investments | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

04/24/2023

There's a lot of talk in the news about recession. Are we in one? Is there one coming? How long or how deep might that recession be? This week, Kent Kramer walks us through what different economists think might occur.

Debt Ceiling Politics & Markets | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

05/08/2023

Politics are always in the news. Right now, we're hearing a lot about the debt ceiling and the need to increase the US debt ceiling so the government can pay their bills ... or maybe not. This week, Kent Kramer provides an overview of debt ceiling history and what we are seeing today.

Webinar: Time to Go From Saving to Spending

Category: Foster Group » Event

By Kent Kramer

05/10/2023

You've spent decades saving for retirement. But actually using those assets takes a different mindset. In this complimentary webinar, you'll learn how to make the transition easier.

Framing Recent Market Volatility | Financial Perspectives (In a Minute)

Category: Investing

By Kent Kramer

05/22/2023

Has this been a worrying or boring month in investment markets? Has it been a volatile last four weeks reflecting the narrative in the news media? This week, Kent Kramer introduces framing theory and how we may apply this to investment markets.

ChatGPT & The Big 8 | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

06/12/2023

With the biggest tech companies regaining stock market leadership, it’s understandable why investors and the media are attracted to these stocks. However, it’s tempting to forget how these same companies’ stock prices performed in 2022. This week, Kent Kramer shares some investment lessons to be learned from this AI/big tech story.

Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

06/26/2023

Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.

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Are You Getting the Top 4% of the Market? | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Michael Westphal

08/12/2024

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.

Why We’re Having the Wrong Thoughts About the Election | Financial Perspectives

Category: Investing » Fixed Income / Bonds » Government

By Kent Kramer

08/26/2024

This week, Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.

Understanding ETFs and Factor Investing with Blackrock’s Bob Hum | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

09/09/2024

This week, Kent Kramer sits down with BlackRock’s Bob Hum to explore the intricacies of ETFs and factor investing. Gain valuable insights and practical tips on how these strategies may enhance your investment portfolio and help you navigate today’s market complexities.

Understanding Mortgage Rates: A Conversation with Todd Smith of Bank Iowa | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science

By Matt Moklestad

09/23/2024

This week, Matt Moklestad has a conversation with Todd Smith, the Mortgage Director at Bank Iowa, as he breaks down the complexities of mortgage rates. With nearly 30 years of experience in the banking and mortgage industry, Todd shares insights on how mortgage rates are determined, the factors that influence them, and tips for securing the best rates.

What Are You Waiting For? | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

10/07/2024

This week, Kent Kramer discusses how the upcoming election is influencing financial decisions, with 63% of Americans deferring choices until after the results. Despite political uncertainty, markets have shown resilience, highlighting the importance of optimism and staying informed for navigating uncertain times.

Webinar: Elections & Your Money

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Foster Group

10/23/2024

How will the election affect your financial life? In this webinar, learn how financial markets might react and how you might be tempted to respond.

Two Ideas for Year-End Tax Savings | Financial Perspectives

Category: Financial Planning » Charitable Giving

By Kent Kramer

11/11/2024

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.

Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives

Category: Financial Planning » Charitable Giving

By Ashlee Vieregger

11/25/2024

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 Intersection of Finance & Life Well-Being with Professor Meir Statman | Financial Perspectives

Category: Investing » Financial Science (Academia)

By Kent Kramer

12/09/2024

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.

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