Good News About Portfolio Costs from DFA
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
Asking the Right Question
Category: Financial Planning » Behavioral Finance
As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question.
Foster Group Receives Recognition as a 2020 Gallup Exceptional Workplace Award Winner
Category: Foster Group
Gallup recognized Foster Group as a 2020 Exceptional Workplace Award winner. Foster Group is the only Registered Investment Advisor (RIA) in Iowa and Nebraska to be a part of the list.
March 20, 2020 Financial Perspectives
Category: Investing » Asset Allocation
In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.
2020 Vectors & Viewpoints Q1
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
Do Simple Better
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.
Foster Group’s Response to COVID-19
Category: Foster Group
Foster Group is committed to serving and caring for our clients during this challenging time. Our team is available for phone calls and virtual meetings.
March 27, 2020 Financial Perspectives
In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.
Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines
Category: Investing
In this 20 minute webinar, Foster Group's Chief Investment Officer, Kent Kramer, explains how the market has responded to the coronavirus outbreak and how investors should react to the recent market declines.
Why I Try Not to Pay Attention to the News
Category: Financial Planning » Behavioral Finance
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
Why I Do, What I Do
Category: Foster Group
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
September 4, 2020 Financial Perspectives
1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers
How the National Debt Affects You
Category: Financial Planning
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.
Elections and Your Money
Kent Kramer and Jason Brown discuss the potential tax implications of either political party being in office and how the market and economy have performed historically in election years.
September 21, 2020 Financial Perspectives
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
Elections and Your Money Q&A
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.
What to Do If Forced Into Retirement Early
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
Tips for Setting Financial Goals in Marriage
Category: Financial Planning
If the financial goals conversation seems intimidating to you, know that you are not alone!
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
College Planning: Don’t Wait to File Your FAFSA
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
October 12, 2020 Financial Perspectives
Category: Investing » Factors / Premiums
1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?