Foster Group - Financial Planning Insights

Cloudy Markets Still Have a Silver (Tax) Lining

Category: Investing » Diversification

By Marcus Iwig

04/24/2020

During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting

Do Simple Better

Category: Investing » Diversification

By Brad Rempe

03/27/2020

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.

10 Mistakes Investors Make Without Advisors

Category: Investing » Diversification

By Foster Group

03/03/2020

Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.

$1 Trillion!

Category: Investing » Diversification

By Matt Moklestad

01/24/2020

Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?

Selecting the Best Ingredients for Your Portfolio

Category: Investing » Diversification

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.

Satisfying Your Tastes and Preferences for Investing and Dining

Category: Investing » Diversification

By Kent Kramer

10/18/2019

If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?

Timing Isn’t Everything

Category: Investing » Diversification

By Foster Group

08/01/2019

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Do You Have an All-Weather Portfolio?

Category: Investing » Diversification

By Jon Evans

03/15/2019

While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.