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.

June 7, 2021 Financial Perspectives

Category: Investing » Alternative Investments

By Kent Kramer

06/07/2021

It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else? This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.

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.�

Do Simple Better

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

By Brad Rempe

03/27/2020

A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

Foster Group’s Response to COVID-19

Category: Foster Group

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.

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.

Coronavirus Worries Drive Economic Uncertainty and Stock Market Declines

Category: Investing

By Kent Kramer

03/27/2020

In this 20 minute webinar, Foster Group's Chief Investment Officer, Kent Kramer, explains how the market has responded to the coronavirus outbreak and how investors should react to the recent market declines.