Foster Group - Financial Planning Insights

Diversification: Preparing for the Next Surprise

Category: Investing

By Kent Kramer

07/14/2020

Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?

How is COVID-19 Impacting Real Estate Investment Trusts?

Category: Investing

By Matt Moklestad

06/16/2020

How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?

ESG Investing. What Does It Mean to be a Responsible Investor?

Category: Investing

By Kent Kramer

06/10/2020

ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.

What I Think About When Working From Home

Category: Investing

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.

Grow Through What You Go Through

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Nikki Nee

05/22/2020

While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.

Mutual Funds and ETFs: What’s the Difference?

Category: Investing

By Ryan Lamoureux

05/19/2020

There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.

Vaccine for Physician Pocketbooks

Category: Investing » Asset Allocation

By Ross Polking

05/07/2020

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

Four Ways to Connect with Foster Group

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Emily Appelgate

04/29/2020

How can you stay connected financially during this time?

Cloudy Markets Still Have a Silver (Tax) Lining

Category: Investing » Diversification

By Marcus Iwig

04/24/2020

During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting