Stock Markets Are Like Kids
Category: Foster Group
As I was driving into work, I realized that toddlers are a lot like the stock market.
The Stories We Tell Ourselves
Category: Foster Group
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
True Wealth Often Appears in the Most Unexpected Places
Category: Foster Group
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
Foster Group Recognized as a 2021 Gallup Exceptional Workplace Award Winner
Category: Foster Group
Gallup recognized Foster Group as a 2021 Exceptional Workplace Award winner. This marks the fourth consecutive year the team at Foster Group has received this award.
Client Survey Results
Category: Foster Group
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.
Foster Group’s Updated Response to COVID-19
Category: Foster Group
Nearly a year after it started, COVID-19 continues to drive headlines and heavily impact our lives and work. We want to provide you with an update as to what Foster Group is doing to ensure the safety of our clients and our team.
2020 Foster Group Year-In-Review
Category: Foster Group
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.
How to Spot Political Bias
Category: Foster Group
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
Five Things to Consider Before Referring Your Client to a Financial Advisor
Category: Foster Group
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
When It’s Time to Call in a Pro
Category: Foster Group
Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!
Top 2019 Foster Group Blogs
Category: Foster Group
At the end of every year, we like to gather and share some of our most popular blog posts. Check them out!
2019 Vectors & Viewpoints Q4
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
Not All Advisors Are Created Equal
Category: Foster Group
If you are in the market for a financial advisor, rehearse these three questions before sitting down with a potential suitor.
Who Really Needs a Financial Advisor?
Category: Foster Group
The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.
CFP or ChFC, What’s the Difference?
Category: Foster Group
Knowing the educational scope of a specific designation will help you feel comfortable that the financial advisor you are working with has the knowledge and experience to help you pursue your goals.
Thoughts on Life and Leadership from Nine of Des Moines’ Best
Category: Foster Group
I went to the Business Record’s 90 Ideas in 90 Minutes Event. Nine people were given the opportunity to speak. They shared up to ten of their best ideas for life and leadership. I’ve compiled my Top Nine list in alphabetical order.
2019 Vectors & Viewpoints Q3
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
Should You Work with a CEFEX-Certified Advisory Firm?
Category: Foster Group
Foster Group is the only firm in Iowa and Nebraska that has been CEFEX-certified since 2007.
Stop Doing That!
Category: Foster Group
We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.
Claim Your Settlement from the Equifax Data Breach
Category: Foster Group
Equifax just agreed to a settlement with the Federal Trade Commission. The money will be used to help those affected by the breach.
Wealth With More Purpose
Category: Foster Group
Since 1989, Foster Group’s values-driven team has helped those we serve pursue their personal definitions of Wealth with More Purpose.