Stop Doing That!

Category: Financial Planning » Behavioral Finance

By Foster Group

08/16/2019

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

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Alex Battani

08/23/2019

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?

Category: Financial Planning » Education Planning » 529 Plans

By Ryne Oller

08/30/2019

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

By Wade Den Hartog

09/03/2019

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

By Buck Olsen

09/05/2019

Foster Group is the only firm in Iowa and Nebraska that has been CEFEX-certified since 2007.

2019 Vectors & Viewpoints Q3

Category: Foster Group

By Foster Group

09/20/2019

Our quarterly newsletter covers the latest Foster Group news and updates.

Kids These Days Aren’t Even Taught How to Balance a Checkbook

Category: Financial Planning » Behavioral Finance

By Zach Dalluge

09/20/2019

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

By Joe Bantz

09/25/2019

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.

Carrot Cake, Portfolios, and Recipes that Deliver!

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Kent Kramer

09/27/2019

Listen to Learn with These 5 Podcasts

Category: Foster Group

By Foster Group

02/21/2020

Like most of you, I enjoy learning. And one of the ways I learn is by listening to podcasts. Here are five podcasts I recommend.

How Elections Affect the Market

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/28/2020

A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets. 

Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/28/2020

Investment markets around the world have been declining sharply this week in response to the Coronavirus outbreak. 

10 Mistakes Investors Make Without Advisors

Category: Investing » Diversification

By Foster Group

03/03/2020

Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.

Living in Fear of a Market Downturn?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Foster Group

03/03/2020

Dimensional Fund Advisors’ David Booth on why you should change the way you think about investing.

Health, Wealth, and Time

Category: Financial Planning » Behavioral Finance

By Guest Blogger

03/04/2020

David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.

Who Can Benefit from a 529 Plan

Category: Financial Planning » Education Planning » 529 Plans

By Ryne Oller

03/06/2020

While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?

Let’s Defrost Taxing Relationships

Category: Foster Group

By Walt Mozdzer

03/06/2020

As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.

Webinar Replay: Prediction, Expectation, Speculation, & Preparation

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

03/06/2020

Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.

Good News About Portfolio Costs from DFA

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

03/10/2020

Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020. 

Asking the Right Question

Category: Financial Planning » Behavioral Finance

By Ross Polking

03/13/2020

As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question. 

Foster Group Receives Recognition as a 2020 Gallup Exceptional Workplace Award Winner

Category: Foster Group

By Foster Group

03/18/2020

Gallup recognized Foster Group as a 2020 Exceptional Workplace Award winner. Foster Group is the only Registered Investment Advisor (RIA) in Iowa and Nebraska to be a part of the list.