Advisor Spotlight: Brad Rempe | Financial Perspectives

Category: Foster Group

By Brad Rempe

02/13/2023

This week, Jason Brown is joined by Senior Lead Advisor, Brad Rempe. Hear Brad share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, and what he's hopeful for in the future.

Sequence of Return Risk

Category: Financial Planning

By Ross Polking

09/27/2021

The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Webinar: Navigating Elder Care

Category: Financial Planning » Retirement Planning » Beneficiary Planning

By Stacie Neussendorfer

07/26/2023

Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.

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.

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.

Beyond Traditional Investments Video

Category: Investing » Alternative Investments

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Concentration Can Be a Killer

Category: Investing » Foster Group Investment Principles » Apply Markets

By Matt Moklestad

04/23/2020

Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.

May 22, 2020 Financial Perspectives

Category: Investing » Factors / Premiums » Credit Quality (Fixed Income)

By Matt Moklestad

05/22/2020

0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

June 22, 2020 Financial Perspectives

Category: Investing » Diversification

By Matt Moklestad

06/22/2020

0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs

Advisor Spotlight: Brad Rempe | Financial Perspectives

Category: Foster Group

By Brad Rempe

02/13/2023

This week, Jason Brown is joined by Senior Lead Advisor, Brad Rempe. Hear Brad share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, and what he's hopeful for in the future.

Sequence of Return Risk

Category: Financial Planning

By Ross Polking

09/27/2021

The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Webinar: Navigating Elder Care

Category: Financial Planning » Retirement Planning » Beneficiary Planning

By Stacie Neussendorfer

07/26/2023

Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.

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.

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.

Beyond Traditional Investments Video

Category: Investing » Alternative Investments

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Concentration Can Be a Killer

Category: Investing » Foster Group Investment Principles » Apply Markets

By Matt Moklestad

04/23/2020

Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.

May 22, 2020 Financial Perspectives

Category: Investing » Factors / Premiums » Credit Quality (Fixed Income)

By Matt Moklestad

05/22/2020

0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

June 22, 2020 Financial Perspectives

Category: Investing » Diversification

By Matt Moklestad

06/22/2020

0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs

March 8, 2021 Financial Perspectives

Category: Investing » Factors / Premiums » Duration / Term (Fixed Income)

By Matt Moklestad

03/08/2021

In 2020 interest rates hit an all-time low, and now interest rates are on the move again. It seems like investors are taking notice. This week, Matt Moklestad looks at interest rates, bonds, and inflation expectations.

June 21, 2021 Financial Perspectives

Category: Investing

By Matt Moklestad

06/21/2021

As investors we are bombarded with continuous news on the stock market and bonds. We think it can be helpful to take a step back and ask the question: are the indexes on the financial media a proper point of reference for you?

July 26th, 2021 Financial Perspectives – ESG Investing Pt 1

Category: Investing

By Matt Moklestad

07/26/2021

It seems like more and more, share holders and the government are asking corporations to do more than just produce profits. This leads us to part one of two videos on ESG Investing.