If You Had a Dollar for Every Financial Advisor that Just Wanted Your Money

Category: Foster Group

By Foster Group

01/05/2022

If you had a dollar for every financial advisor that just wanted your money - your financial future would already be secure. At Foster Group, our team is different. One whose focus is on you and your dreams. Together, we'll create a strategy that helps get you there - wherever 'there' is for you.

Financial Advice Is Useless – Without Empathy

Category: Foster Group

By Foster Group

01/05/2022

Financial advice is useless - without empathy. At Foster Group, we want to hear your story. Your goals. Your worries about the future. Only then can we help you feel confident about all aspects of your financial life.

Join Us October 20th for a Special Education Event!

Category: Foster Group

By Foster Group

10/06/2022

Uncertainty is unavoidable. It's all in how you react to it. In this educational conversation, we'll talk with David Booth and Senator Bill Bradley about adapting and controlling what you can -- hearing personal stories about facing challenges and strategies they've developed to help make better decisions.

Webinar: Straight Up Money Talk

Category: Financial Planning » Behavioral Finance

By Foster Group

02/28/2024

Starting a conversation about money with your children or grandchildren can be difficult, but Foster Group can help. Learn why it’s important to be a positive and proactive role model, how your childhood experiences with money can influence your behaviors and thoughts, and financial lessons you can share with kids of all ages to help position them for success.

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning » Education Planning » 529 Plans

By Marcus Iwig

02/01/2021

Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.

Webinar Replay: Secure Act Q&A

Category: Financial Planning

By Kent Kramer

03/31/2020

Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.

April 3, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

04/03/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses bear markets, recessions, and recovery.

April 9, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Kent Kramer

04/09/2020

Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses portfolio positioning.

March 27, 2020 Financial Perspectives

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

By Kent Kramer

03/27/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

April 3, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

04/03/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses bear markets, recessions, and recovery.

April 9, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Kent Kramer

04/09/2020

Chief Investment Officer, Kent Kramer gives an investment recap from the past week and discusses portfolio positioning.

March 27, 2020 Financial Perspectives

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

By Kent Kramer

03/27/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer gives a financial recap from the past week and discusses portfolio rebalancing.

Asset Allocation – Explaining 85% of Your Return

Category: Investing » Asset Allocation

By Kent Kramer

06/07/2017

Watch this video blog by Foster Group Chief Investment Officer, Kent Kramer, as he helps explain 85% of your return!

May 7, 2020 Financial Perspectives

Category: Investing » Diversification

By Kent Kramer

05/07/2020

2:03 - Recap of the News this Week
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns

Today’s Markets Are Powerful Partners for Investor Success

Category: Investing » Foster Group Investment Principles

By Kent Kramer

01/23/2019

Kent Kramer explains how investors can make today's market's their partners for investor success.

Is Your Portfolio Aligned with Your Purpose and Plans?

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Kent Kramer

09/15/2017

Kent Kramer explains how to align your portfolio with your purpose and plans.

April 17, 2020 Financial Perspectives

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

By Kent Kramer

04/17/2020

Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.

March 20, 2020 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

03/20/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.

May 1, 2020 Financial Perspectives

Category: Investing » Economics

By Kent Kramer

05/01/2020

0:58 - The Week in Review
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market

May 29, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Apply Markets

By Kent Kramer

05/29/2020

0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive

May 15, 2020 Financial Perspectives

Category: Investing » Diversification

By Kent Kramer

05/15/2020

0:58 - Recap of the News this Week
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?