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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?

Barbell Portfolios Can Be Hard To Hold On To

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Marcus Iwig
11/03/2021

Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.

Thanks a Million

Category: Financial Planning » Cashflow » Additional Resources
By Ethan Gascho
10/28/2021

We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you. 

When Lightning Strikes

Category: Financial Planning
By Wade Den Hartog
10/19/2021

Is your financial plan ready to weather a storm? Will you be caught off guard, as we were just weeks ago, or are you prepared? One of the advantages of working with a Financial Advisor is that he or she will build a plan that takes into account the inevitability of future storms. 

The Influence of Trust

Category: Financial Planning » Behavioral Finance
By Jason Brown
10/11/2021

A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.

2020 Foster Group Year-In-Review

Category: Foster Group
By Foster Group
12/22/2020

This year came with a few surprises, to say the least. We didn't let that stop us from pursuing our goal of Truly Caring For our clients, our communities, and our team.

The Invisible Tax

Category: Financial Planning
By Marcus Iwig
12/07/2020

One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”