Foster Group - Financial Planning Insights

Foster Group’s Response to COVID-19

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.

Asking the Right Question

Category: Financial Planning » Behavioral Finance

By Ross Polking

03/13/2020

As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question.

Good News About Portfolio Costs from DFA

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

By Matt Moklestad

03/10/2020

Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.

Who Can Benefit from a 529 Plan

Category: Financial Planning » Education Planning » 529 Plans

By Ryne Oller

03/06/2020

While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?

Let’s Defrost Taxing Relationships

Category: Foster Group

By Walt Mozdzer

03/06/2020

As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.

Webinar Replay: Prediction, Expectation, Speculation, & Preparation

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

03/06/2020

Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.

Health, Wealth, and Time

Category: Financial Planning » Behavioral Finance

By Guest Blogger

03/04/2020

David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.

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.