Foster Group - Financial Planning Insights

What Have We Learned in the Last 4 Months?

By Jason Brown

07/28/2020

How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.

July 28, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

07/28/2020

1:14 - News: July 13th - July 24th
4:06 - Market News: July 13th - July 24th
5:40 - Are We There Yet?
7:56 - Which Party Is Better?
11:10 - Seeing Only the Negative

You Bring Your Vision; We’ll Draw the Map

Category: Financial Planning » Closely Held Business » Business Entities

By Marcus Iwig

07/24/2020

At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions

Have You Heard About CoreWealth?

Category: Foster Group

By Foster Group

07/23/2020

We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.

A Doctors Guide to Financial Planning Through a Crisis

Category: Foster Group » Event

By Walt Mozdzer

07/14/2020

Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.

Diversification: Preparing for the Next Surprise

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

07/14/2020

Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?

How Do I Get Started with Foster Group?

Category: Foster Group

By Jon Evans

07/13/2020

When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.

July 13, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

07/13/2020

1:25 - News: June 27th to July 10th
3:49 - Recent Market News & 2020 First Half Markets
6:40 - Headline Risks
12:04 - Know the Sources of Headline Risk
13:53 - Resist Investment Action Based on Headline Risk
15:04 - Develop a Checklist for Headline Risk

Retirement Planning Through a Crisis

Category: Financial Planning

By Walt Mozdzer

06/25/2020

Walt Mozdzer, Lead Advisor, explains how decisions you make now can impact your retirement down the road.

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One Paycheck from Ruin

Category: Financial Planning » Cashflow

By Garrett Jackson

03/22/2019

Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.

Do You Have an All-Weather Portfolio?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Jon Evans

03/15/2019

While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.

The Power of Answering Two Key Questions

Category: Foster Group

By Jason Brown

03/08/2019

How can answering two key questions potentially change your perspective on retirement?

Avoiding Probate Just Got a Little EasieràFor Certain Estates

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

03/07/2019

Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.