Recent Content

SORT BY
OLDEST

Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Ashlee Vieregger
12/15/2025

Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.

Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
02/14/2026

In early 2026, concerning headlines feel nonstop and uncertainty can make investors wonder, "should I adjust my financial plan?" In this episode, Gretchen Muller and Kent Kramer discuss how to separate market noise vs fundamentals and share a planning-first approach to staying disciplined through volatility.

How Tax Strategy Fits into Your Financial Plan | Financial Perspectives

Category: Financial Planning » Closely Held Business
By Foster Group
03/16/2026

Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.

Investing through Uncertainty: A Perspective on the Iran Conflict & Markets | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Foster Group
03/25/2026

Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on what we’re seeing in stocks, oil, and investor feelings and why short-term volatility does not always change the long-term outlook.

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Gretchen Muller
04/10/2026

Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty, why discipline matters more than reaction, and what history tells us about navigating volatility – including the Iran conflict and its economic implications.

Nothing to show here yet.