Thermostats and Peanut Butter Jars
Category: Financial Planning » Cashflow
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Webinar: Straight Up Money Talk
Category: Financial Planning » Behavioral Finance
Starting a conversation about money with your children or grandchildren can be difficult, but Foster Group can help. Learn why it’s important to be a positive and proactive role model, how your childhood experiences with money can influence your behaviors and thoughts, and financial lessons you can share with kids of all ages to help position them for success.
Basketball, Movies, and the Transformed Investor | Financial Perspectives
In this week's edition of Financial Perspectives, Kent Kramer covers everything from basketball and movies to Nobel Prize winners and a unique investment journey with Dave Butler, Co-CEO of Dimensional Fund Advisors.
Watch "Tune Out the Noise": https://film.dimensional.com
Access Code: MARKETSWORK
The Seesaw of Finance
There are parallels between concepts in finance and concepts in physics. Let's take a look.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Advisor Spotlight: Ryne Oller | Financial Perspectives
Category: Foster Group
This week, Jason Brown is joined by Lead Advisor, Ryne Oller. Hear Ryne share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, good and bad money decisions, and what he's hopeful for in the future.
Prioritize Your Financial Goals
The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.
Does Cash Look Better Than Stocks? | Financial Perspectives (In a Minute)
Category: Investing » Diversification
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.
Company Retirement Plans Brochure
Category: Foster Group » Collateral
Foster Group Company Retirement Plans - Helping You and Your Employees Feel Confident About the Future
Endowments & Foundations Brochure
Category: Foster Group » Collateral
Foster Group Endowments & Foundations - Helping Your Organization Make a Positive Impact for Years to Come
The Gift of Financial Success
Category: Financial Planning » Charitable Giving
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
Chart of the Month – Aug 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.
Fitch Downgrade: A Closer Look | Financial Perspectives
Category: Investing » Diversification
Fitch downgraded US government debt from its pristine AAA rating to one notch lower at AA+. While this news may raise some eyebrows, it is essential to keep it in perspective. This week, Matt Moklestad and Michael Westphal have a conversation about its implications and the necessity of diversification.
Embrace Uncertainty and Teamwork – Insights from the Men’s College World Series
Category: Financial Planning
Expect uncertainty and embrace the power of teamwork. We counsel clients to focus on the things they can control, like how much they are spending, saving, and investing rather than letting uncertainty shred their peace of mind.
Fitch Downgrade – A Closer Look
Category: Investing » Diversification
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
Fantasy Football and Financial Planning: What is your strategy?
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
Key Considerations as Payments Resume on Student Loans in 2023
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.