Webinar: Pass Wealth and Wisdom to Your Family
This webinar explores how to successfully transfer wealth -- and the wisdom that comes with it -- from one generation to the next.
Planning for Inflation: What You Can, and Can’t, Control | Financial Perspectives
Category: Investing » Equity / Stocks
In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the "retirement equation" and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track.
To Sleep Perchance to Thrive
Category: Foster Group
Poor quality sleep can be easy to ignore if we feel fine or can still function. In this article, Dr. John Scott of The Iowa Clinic helps address some of the most common misconceptions about sleep - and why there can be a significant difference between surviving and thriving.
How to Be an Effective Volunteer
Category: Foster Group
Civic and charitable organizations across Central Iowa benefit from the support of volunteers from all walks of life. Have you ever wondered how you might be able to help? We asked leaders from three area charities what it takes to be an effective volunteer. We've also asked three volunteers about the rewards they experience.
Supper Clubs Worth Building a Weekend Around
Category: Foster Group
Some of the region’s best supper clubs sit near Iowa’s most drive-worthy attractions. Make one of these supper clubs the destination, then enjoy a night or two exploring the surrounding area as a welcome bonus.
Generosity in Action with Can Play
Category: Foster Group
Join us for a Q&A with Melissa Clarke-Wharff, Executive Director of Can Play
Investing through Uncertainty: A Perspective on the Iran Conflict & Markets | Financial Perspectives
Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on what we’re seeing in stocks, oil, and investor feelings and why short-term volatility does not always change the long-term outlook.
A New Chapter for Financial Perspectives with Gretchen Muller | Financial Perspectives
Category: Foster Group
In this special edition, hear from Gretchen Muller, Director of Communications, as she shares how her life experience will help lead the future of Financial Perspectives. Kent Kramer, Chief Investment Officer, shares his plans for retirement and transitioning the host of Financial Perspectives. He reflects on the series’ beginnings in 2020.
How Tax Strategy Fits into Your Financial Plan | Financial Perspectives
Category: Financial Planning » Closely Held Business
Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.