Feed the Beast
Category: Financial Planning
What Makes You Cry?
Category: Foster Group
As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.
Strengthening Marital Bonds with Orange Juice
Category: Financial Planning » Family Governance
In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.
My Strange Family
Category: Financial Planning » Family Governance
Markets Move. So Should You.
Category: Investing
The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.
Timing Isn’t Everything
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
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.
Beyond Traditional Investments
Category: Investing » Alternative Investments
Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.
Stop Doing That!
Category: Financial Planning » Behavioral Finance
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.
Changing with My Aging
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
What’s the Best Investment a New Parent Can Make?
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
Starting Off on the Right Foot
Category: Financial Planning » Cashflow
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
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.
Kids These Days Aren’t Even Taught How to Balance a Checkbook
Category: Financial Planning » Behavioral Finance
The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money.
Retirement is Just the Start!
Category: Financial Planning
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.
Cheers to Johnny D!
Category: Financial Planning » Behavioral Finance
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.