Foster Group - Financial Planning Insights

5 Ways to Make Your Investment Portfolio More Tax-Efficient

Category: Investing

By Matt Moklestad

04/29/2019

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

By Jason Brown

05/15/2019

Random, interesting stuff (at least to me!) I’ve learned since joining Foster Group.

High Profit vs Low Profit: The Returns Are In!

Category: Investing » Foster Group Investment Principles » Advance with Science

By Brad Rempe

05/17/2019

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

By Ross Polking

05/28/2019

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

By Matt Abels

05/31/2019

Our goal at Foster Group is to create an exceptional client experience. One way we try to achieve that is by having exceptional advisors.

Being a Counterintuitive Investor – Do Stock Markets Follow GDP?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

06/06/2019

It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.

Money and Emotions

Category: Financial Planning » Behavioral Finance

By Brittany Heard

06/14/2019

The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.

The Power of Delegation for Executives

Category: Financial Planning » Executive Compensation » Concentrated Stock Positions

By Marcus Iwig

06/21/2019

Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?

The Goslings at Foster Group Have Got Me Thinking

Category: Financial Planning » Behavioral Finance

By Alex Battani

06/28/2019

We all will go through life seasons, and, with that, our ability to invest and what that ‘investment’ looks like will be different. No matter what season you’re in, don’t let it stop you from investing in something you care about.

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Debt- A Useful Tool or Financial Burden

Category: Financial Planning » Cashflow

By Phil Kruzan

11/12/2019

After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.

Life is Full of Taxes

Category: Financial Planning

By Ross Polking

11/15/2019

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

11/18/2019

While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.

Teaching Your Kids to be Grateful and Giving

Category: Financial Planning » Charitable Giving

By Wade Den Hartog

11/22/2019

Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.

Selecting the Best Ingredients for Your Portfolio

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

11/26/2019

In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.

Who Really Needs a Financial Advisor?

Category: Foster Group

By Jason Brown

12/13/2019

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.

An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Confirming What You Know

Category: Financial Planning » Behavioral Finance

By Kyra Wells

12/17/2019

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences?