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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.

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.

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.

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.

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.

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.

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.

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.

Advisor Spotlight: Stacie Neussendorfer | Financial Perspectives

Category: Foster Group
By Stacie Neussendorfer
07/22/2024

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.

ROMO: Regret Over Missing Out | Financial Perspectives

Category: Investing » Diversification
By Kent Kramer
07/08/2024

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.

Whenever Possible, Don’t Do Dumb Things | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Kent Kramer
06/24/2024

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 time again to have very low probabilities of success. This week, Kent Kramer examines different studies to help inform our fifth investment principle.