May 2021 Asset Class Performance Charts

A review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy.

Client Survey Results

As we hope you know, our highest priority is to help ensure that your financial life is Truly Cared For®, so that you can live a life of meaning and generosity. The client survey we conducted in November was a critical step in helping ensure that we are serving you well. 

2020 Foster Group Year-In-Review

This year came with a few surprises, to say the least. We didn't let that stop us from pursuing our goal of Truly Caring For our clients, our communities, and our team.