Framing Recent Market Volatility | Financial Perspectives (In a Minute)
Has this been a worrying or boring month in investment markets? Has it been a volatile last four weeks reflecting the narrative in the news media? This week, Kent Kramer introduces framing theory and how we may apply this to investment markets.
Four Ways to Connect with Foster Group
Four Ways a Financial Advisor Can Enhance Your Client Relationship
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
Four Reasons You Should Hire a Financial Advisor Right Now
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th
Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.
Foster Group’s Updated Response to COVID-19
Nearly a year after it started, COVID-19 continues to drive headlines and heavily impact our lives and work. We want to provide you with an update as to what Foster Group is doing to ensure the safety of our clients and our team.
Foster Group’s Response to COVID-19
Foster Group: Truly Cared For
Celebrating Saying Goodbye Day
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.
Celebrating 50 Years of Equal Credit Opportunities for Women
As a woman in finance, I often like to think about how far we, as women, have come. A lot has changed for women in finance in the last 50 years, and I hope to see even more changes in the next 50!
Cars, Planes, and Market Crashes
Since becoming a pilot about 6 years ago, I’m often asked about plane crashes. If you are an investor, the odds of enduring a market crash are almost 100%. Just as I have to do when flying, at Foster Group, we plan ahead for a market correction by using sound planning and investing.
CARES Act Q&A
Can Your Lifeboat Stay Afloat
Can You Ever Have Enough?
There is always more stuff to do or buy. There are always more “what if’s” for which to account. It’s a rare creature who has found contentment in what they already have, a person who no longer searches for the next thing or feels empty because of what they do not have.
Business Owners, Beware of the “Missing Middle”
For many family businesses, the lack of clear succession plans is the most significant challenge.
Building a Framework for Family and Charitable Gifts
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Brock Purdy and the Importance of Inconsequential Decisions
One seemingly small decision that no one thought would matter made a significant difference for the Bay Area team and its fans...
Breaking Down the Banking Headlines: Part Two | Financial Perspectives
With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Jim Plagge, President & CEO of Bank Iowa, provide context and insights to those questions.
Breaking Down the Banking Headlines: Part One | Financial Perspectives
With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Michael Westphal provide context and insights to those questions. Tune in next week for part two, where we’ll be joined by Jim Plagge, President and CEO of Bank Iowa.