Cryptocurrency: Not for the Faint of Heart

Category: Investing » Alternative Investments

By Ryan Lamoureux

07/23/2021

Will cryptocurrency replace the $20 bill in your pocket? Will the decentralization/digitization of currency end up solving anything? Will it be of long-term value? Or will it end up being only a place for speculators to try and capitalize on the sentiment of others? Anyone wanting to allocate to cryptocurrency should understand the inherent uncertainty and volatility of this relatively new digital commodity.

Teaching Your Kids to Invest Early in Life

Category: Financial Planning

By Caleb Brown

07/19/2021

One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.

How One Client Lives a Meaningful, Generous Life

Category: Financial Planning » Charitable Giving

By Brittany Heard

07/12/2021

At Foster Group, we encourage our clients to live lives of meaning and generosity, and some of our clients embody this. Of all the amazing stories I’ve heard, the following has impacted me most deeply.

Umbrella Insurance Is Just a Catch All Policy, Right?

Category: Financial Planning

By Guest Blogger

07/06/2021

Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.

How Will You Pay for Long-Term Care?

Category: Financial Planning

By Nikki Nee

07/06/2021

Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it? 

I Lead a Team of Financial Advisors, Here are 5 Reasons Not to Hire One

Category: Foster Group

By Jason Brown

06/22/2021

I love the place I work, I love the people I work with, and I think the work we do is almost always worth the money people pay us. Despite the fact I value all these things, I’ve come to realize there are some good reasons not to work with us. 

June 21, 2021 Financial Perspectives

Category: Investing

By Matt Moklestad

06/21/2021

As investors we are bombarded with continuous news on the stock market and bonds. We think it can be helpful to take a step back and ask the question: are the indexes on the financial media a proper point of reference for you?

Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th

Category: Investing

By Kent Kramer

06/08/2021

Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.

I Want to Be Like Them

Category: Financial Planning » Charitable Giving

By Alex Battani

06/08/2021

Stories like this spread and inspire others to be generous.

Four Ways to Connect with Foster Group

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Emily Appelgate

04/29/2020

How can you stay connected financially during this time?

April 24, 2020 Financial Perspectives

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

By Kent Kramer

04/24/2020

Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.

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

Concentration Can Be a Killer

Category: Investing » Foster Group Investment Principles » Apply Markets

By Matt Moklestad

04/23/2020

Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.

Clarifying the CARES Act for Businesses

Category: Financial Planning » Closely Held Business

By Guest Blogger

04/17/2020

Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.

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.

CARES Act Q&A

Category: Financial Planning » Cashflow

By Kent Kramer

04/17/2020

Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 

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.

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.

To Refinance or Not…That is the Question

Category: Financial Planning » Cashflow

By Andrew Farmer

04/02/2020

While our advice for nearly everyone is to sit tight when it comes to their investments, there is a move we’d encourage nearly everyone to consider – refinance your mortgage. 

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.

Who Should Care About the CARES Act? You!

Category: Financial Planning » Cashflow

By Zach Dalluge

03/30/2020

Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�