Foster Group - Financial Planning Insights

Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th

By Kent Kramer

09/03/2021

Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.

Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th

Category: Investing » Costs

By Kent Kramer

09/03/2021

Mutual Funds and ETFs: What’s the Difference?

Category: Investing » Costs

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.

Good News About Portfolio Costs from DFA

Category: Investing » Costs

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.

Spring Training Thoughts for Your Portfolio

Category: Investing » Costs

By Brad Rempe

04/15/2019

While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.

Your Costs Matter

Category: Investing » Costs

By Ross Polking

12/22/2016

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Good News About Portfolio Costs from DFA

Category: Investing » Costs

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.

Spring Training Thoughts for Your Portfolio

Category: Investing » Costs

By Brad Rempe

04/15/2019

While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.

Your Costs Matter

Category: Investing » Costs

By Ross Polking

12/22/2016

Previous 1 2

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