Foster Group Named to CNBC FA 100 List
Foster Group has been recognized in the 2021 CNBC FA 100 list, which ranks the top-rated financial advisory firms in 2021.
Foster Group Receives Recognition as a 2019 Gallup Great Workplace Award Winner
Foster Group Receives Recognition as a 2020 Gallup Exceptional Workplace Award Winner
Foster Group Recognized as a 2021 Gallup Exceptional Workplace Award Winner
Gallup recognized Foster Group as a 2021 Exceptional Workplace Award winner. This marks the fourth consecutive year the team at Foster Group has received this award.
Foster Group: Truly Cared For
Foster Group’s Response to COVID-19
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.
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.
If You Had a Dollar for Every Financial Advisor that Just Wanted Your Money
Important Updates on IRA Tax Reporting
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)
What investor wouldn't like to have a little more return? This week, Kent Kramer breaks down the average investor return calculation and the options you may have to be better than average.
Index vs. Active – Tracking the Costs
Individual Pricing Schedules
View Foster Group's pricing schedule for individual clients.
Inflation – How High & How Long? | Financial Perspectives
Inflation Aware Investing
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
Investment Policy Statement – Why Is It Important?
It is important for all investors, whether an individual, family, retirement plan, or nonprofit, to plan their investment approach around their goals and objectives. Investment Policy Statements (IPS) often document these items. Here are four reasons why it is important to have a clearly articulated IPS.
Investments Are Long-Term; Brackets Are Short-Term.
As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.
Investors Must Be Present to Win
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.
Iowa Income Tax Changes Have an Impact in 2022
One of the significant changes in the tax reform bill signed by Governor Reynolds on March 1, is the eventual elimination of federal tax deductibility for determining taxable income. Iowa was one of the few remaining states that allowed taxpayers to deduct federal taxes to determine their state income taxes.
IRS Allows for Reversal of 2020 RMDs
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.