Earth-Bound Aces Strive for More Than Financial Flyover

Category: Foster Group

By Walt Mozdzer

08/06/2021

Recently, I attended the Kansas City Air Show and witnessed the precision acrobatics of the Navy’s Blue Angels, a team of six intensely trained pilots performing incredible high-flying stunts. Foster Group financial advisors are not known for performing at 10,000 feet, but we are catalysts for positive life change and, unlike static aircraft displays at a two-day event, we will continue our work tomorrow, next week, next month, and next year.

Let Charitable Giving Take the Sting Out of Taxes

Category: Financial Planning » Charitable Giving

By Walt Mozdzer

12/06/2021

Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.

Investors Must Be Present to Win

Category: Investing » Foster Group Investment Principles » Apply Markets

By Walt Mozdzer

05/04/2022

For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.

Selling a Business Is Just as Tough as Owning One

Category: Financial Planning » Closely Held Business » Business Entities

By Walt Mozdzer

08/26/2022

Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way. 

How to Plan a Business Exit

Category: Financial Planning » Closely Held Business » Business Entities

By Walt Mozdzer

12/19/2022

Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.

Even Your Finances Need Weed Whacking Sometimes

Category: Financial Planning » Behavioral Finance

By Walt Mozdzer

07/05/2019

Financial planning can be a lot like that. The parallels to personal finance may not be point for point, but as the seasons change, so may assets on a personal financial statement.

What I Think About When Working From Home

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Walt Mozdzer

05/29/2020

In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.

Why the Charitable Remainder Trust Has Staying Power

Category: Financial Planning » Charitable Giving

By Walt Mozdzer

09/14/2018

Charitable Advantages of Owning an IRA

Category: Financial Planning » Charitable Giving

By Walt Mozdzer

06/22/2018

Beyond Traditional Investments

Category: Investing » Alternative Investments

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Beyond Traditional Investments Video

Category: Investing » Alternative Investments

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Concentration Can Be a Killer

Category: Investing » Foster Group Investment Principles » Apply Markets

By Matt Moklestad

04/23/2020

Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.

May 22, 2020 Financial Perspectives

Category: Investing » Factors / Premiums » Credit Quality (Fixed Income)

By Matt Moklestad

05/22/2020

0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

Why Does the Value of Bonds Fall When Interest Rates Go Up?

Category: Investing » Factors / Premiums » Duration / Term (Fixed Income)

By Matt Moklestad

11/28/2018

June 22, 2020 Financial Perspectives

Category: Investing » Diversification

By Matt Moklestad

06/22/2020

0:45 - News: June 15th – June 19th, 2020
2:49 - Markets: June 15th – June 19th, 2020
3:47 - What Is a REIT?
4:28 - How Have REITs Been Impacted So Far in 2020?
5:14 - REIT Sectors & YTD Returns
6:55 - A Closer Look at Office REITs

Stock Markets Are Positive This Year?

Category: Investing » Foster Group Investment Principles » Apply Markets

By Matt Moklestad

10/23/2020

As this year exemplifies, stock markets have the tendency to do things we would never expect.

What This Year Reminds Us About Fixed Income

Category: Investing » Asset Allocation

By Matt Moklestad

11/24/2020

This year has reminded us of the many important roles that fixed income can play in portfolios.

Protecting Your Online Information

Category: Foster Group

By Tim Mabee

01/04/2018

Celebrating Saying Goodbye Day

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Jim Laursen

09/26/2023

In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys. 

Chart of the Month – Aug 2023

Category: Investing » Fixed Income / Bonds » Inflation Protected

By Ryan Lamoureux

08/11/2023

Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.

Chart of the Month – Mar 2022

Category: Investing » Costs

By Ryan Lamoureux

03/10/2022

Are you feeling the pain at the pump?  What is driving oil prices higher?