Opportunity Valley
Category: Financial Planning
Growth is Everywhere
Category: Foster Group
Uncle Sam Wants His Money
Category: Financial Planning » Cashflow
Do You Have an All-Weather Portfolio?
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
One Paycheck from Ruin
Category: Financial Planning » Cashflow
Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.
Foster Group Receives Recognition as a 2019 Gallup Great Workplace Award Winner
Category: Foster Group
Gallup recognized Foster Group as a 2019 Great Workplace Award winner. They are one of only two employers in Iowa and Nebraska to be a part of the list.
My Top 5 Podcasts for Learners
Category: Foster Group
One of the great learning opportunities available to almost anyone in today�s world of smartphones and information technology is the proliferation of podcasts.
When Fraudsters Strike
Category: Foster Group
If you are a victim of fraudulent activity, securing your compromised identity can be overwhelming. Here are a few critical steps to this process.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Set It and Don’t Forget It
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.
5 Ways to Make Your Investment Portfolio More Tax-Efficient
Category: Investing
Just like you pay taxes on the income you earn at your job; you also must pay taxes on the income or gains earned on your non-retirement investments.
Stuff I’ve Learned
Category: Financial Planning
Random, interesting stuff (at least to me!) I’ve learned since joining Foster Group.
High Profit vs Low Profit: The Returns Are In!
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
457(b): The Good, The Not so Good, and The Not Good at All
Category: Financial Planning
457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.
Alphabet Soup at Foster Group
Category: Foster Group
Our goal at Foster Group is to create an exceptional client experience. One way we try to achieve that is by having exceptional advisors.