How is COVID-19 Impacting Real Estate Investment Trusts?
Category: Investing
How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?
Positive Planning Opportunities in a Negative Market
Category: Financial Planning
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
ESG Investing. What Does It Mean to be a Responsible Investor?
ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.
3 Options to Help Keep Your Ducks in a Row
Category: Financial Planning » Cashflow
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
4 Reasons You Should Hire a Financial Advisor Right Now
Category: Foster Group
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
What I Think About When Working From Home
In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.
How Could You Use Your Stimulus Check?
Category: Financial Planning » Behavioral Finance
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.
Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
Mutual Funds and ETFs: What’s the Difference?
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
One Paycheck from Ruin
Category: Financial Planning » Cashflow
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.
Do You Have an All-Weather Portfolio?
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.
The Power of Answering Two Key Questions
Category: Foster Group
How can answering two key questions potentially change your perspective on retirement?
Avoiding Probate Just Got a Little EasieràFor Certain Estates
Category: Financial Planning » Estate & Transfer Planning
Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.
My Strange Family
Category: Financial Planning » Family Governance
Strengthening Marital Bonds with Orange Juice
Category: Financial Planning » Family Governance
In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.
What Makes You Cry?
Category: Foster Group
As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.