Foster Group - Financial Planning Insights

Predictable Success vs. Predictable Disappointment

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Kent Kramer

12/05/2018

My Top 5 Podcasts for Learners

By Kent Kramer

03/29/2019

One of the great learning opportunities available to almost anyone in today�s world of smartphones and information technology is the proliferation of podcasts.

Selecting the Best Ingredients for Your Portfolio

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

11/26/2019

In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.

Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

11/18/2019

While the alterations may be small and subtle, they make a big difference when it comes to comfort and fit. Our experience is better. For an investment thought experiment, think of the “off the rack suit” as the broad market; we simply take what we get off the shelf with no alteration. Now think of Foster Group as the tailor and the alterations as portfolio personalizations called factor allocations.

November 8, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Apply Markets

By Kent Kramer

11/08/2021

You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?

New Year – Rates are Rising | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

01/10/2022

Welcome to 2022 where the news seem to focus, again, on rising rates –for COVID infections due to Omicron, inflation, and interest rates. The markets seem to be most concerned about interest rates. This week Kent Kramer looks at why that might be the case and what may be in store for interest rates in 2022.

The War in Ukraine | Financial Perspectives

Category: Investing

By Kent Kramer

03/08/2022

There’s likely no more important news in the world right now than what is happening in Ukraine as Russia invades their smaller neighbor. Economic impacts are being felt across the globe and there is certainly a humanitarian crisis developing in Europe. Let’s take a look at the impact the Ukraine/Russia crisis has on the US and global economy.

Are Rising Rates a Blessing or a Curse? | Financial Perspectives

Category: Investing » Equity / Stocks

By Kent Kramer

09/27/2022

With the Fed having aggressively raised their target rate all year long and bond markets, as well as stock markets, having tough years, are rising rates a blessing or a curse?

Are Rising Rates a Blessing or a Curse? | Financial Perspectives (In a Minute)

Category: Investing » Equity / Stocks

By Kent Kramer

09/27/2022

With the Fed having aggressively raised their target rate all year long and bond markets, as well as stock markets, having tough years, are rising rates a blessing or a curse?

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What’s Going On With The US Dollar? | Financial Perspectives

Category: Investing » Diversification

By Kent Kramer

07/10/2023

A quick Google search on “US dollar collapse” yields 183 million results. Obviously, there has been plenty to create a stir. This week, Kent Kramer and Michael Westphal have a conversation around what is, or isn't, going on with the US dollar.

Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)

Category: Investing » Active Management

By Kent Kramer

07/24/2023

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.

5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney

Category: Financial Planning » Retirement Planning » Beneficiary Planning

By Jake Kinnetz

04/19/2023

Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.

When Fraudsters Strike

Category: Foster Group

By Kate Juelfs

04/05/2019

If you are a victim of fraudulent activity, securing your compromised identity can be overwhelming. Here are a few critical steps to this process.

Foster Group’s Response to COVID-19

Category: Foster Group

By Kate Juelfs

03/27/2020

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.

Foster Group’s Updated Response to COVID-19

Category: Foster Group

By Kate Juelfs

01/25/2021

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.

One Paycheck from Ruin

Category: Financial Planning » Cashflow

By Garrett Jackson

03/22/2019

Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.

The Power of Delegation for Executives

Category: Financial Planning » Executive Compensation » Concentrated Stock Positions

By Marcus Iwig

06/21/2019

Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?

Single Stock- Too Much of a Good Thing

Category: Financial Planning » Closely Held Business

By Marcus Iwig

10/25/2019

Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.