Retirement planning is a journey, and it is natural to have questions along the way. Here are some of the most important questions clients often ask me as a 401(k)-plan advisor.
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
This week, Kent Kramer examines the effects of an election season on investors. Drawing on historical data and behavioral economics, he emphasizes the importance of recognizing cognitive biases and staying optimistic.
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Key health insurance options and considerations for retirees prior to Medicare eligibility.
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question.
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Key health insurance options and considerations for retirees prior to Medicare eligibility.
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question.
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
This week, Jason Brown is joined by Senior Lead Advisor, Stacie Neussendorfer. Hear Stacie share what she likes most about her job and how her perspective has changed over the years. Stacie also reveals what she feels clients value the most about working with Foster Group, good and bad money decisions, and what she's hopeful for in the future.
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
