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Financial Mechanic’s Toolbox: DIY or Expert Help?

Category: Financial Planning » Cashflow
By Ben Berger
08/30/2023

I’d love to be the person who can tell you why a car squeaks when you drive it and who could fix it.  But as time goes by and I haven’t developed those skills, I’m coming to grips with the fact that it probably just isn’t in my wheelhouse. It’s not that I couldn’t learn, it’s that I’d rather focus on and learn about other things. There comes a point with your personal finances when you need to decide what you’ll do and what you’ll pay someone else to do.

What do you need to know about Property & Casualty Insurance?

Category: Financial Planning
By Zach Dalluge
08/28/2023

Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.

What is your Legacy?

Category: Financial Planning » Behavioral Finance
By Joe Bantz
08/24/2023

We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.

The Gift of Financial Success

Category: Financial Planning » Charitable Giving
By Daniel Hawthorne
08/14/2023

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

Category: Investing » Fixed Income / Bonds » Inflation Protected
By Ryan Lamoureux
08/11/2023

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.

Things to Ponder This Holiday Season

Category: Foster Group
By Foster Group
11/18/2022

At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.

Event Replay: Uncertainty is the New Certainty

Category: Foster Group » Event
By Foster Group
11/07/2022
Uncertainty is unavoidable. It's all in how you react to it. In this educational conversation, we talk about adapting and controlling what you can. Our featured guests, David Booth and Senator Bill Bradley, share personal stories about facing challenges and strategies they've developed to help make better decisions.

Poker Lessons. Expect to Be Surprised. | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
11/07/2022
Poker is great training ground for evaluating circumstances where you may have enough information to know the odds of success or failure, but not enough information to guarantee the outcome -- a lot like investing. This week, Kent Kramer looks at how understanding odds and probability can help make sense of elections and investment markets.