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.

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.