Foster Group - Financial Planning Insights

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.

Decoding Crypto(currency) Webinar, June 3, 2021

Category: Investing » Alternative Investments

By Foster Group

06/03/2021

Are you curious about all the buzz around Cryptocurrency? What is it and should you consider investing in it? Tune in to our on-demand webinar where Kent Kramer, Jason Brown, and Ryne Oller dive into decoding cryptocurrency.

Alphabet Soup

Category: Financial Planning » Charitable Giving

By Wade Den Hartog

06/01/2021

Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.

5/29 is for 529’s

Category: Financial Planning » Education Planning » 529 Plans

By Kadin White

05/25/2021

May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.

How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas

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

By Kent Kramer

05/24/2021

As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.

May 24, 2021 Financial Perspectives

Category: Investing

By Kent Kramer

05/24/2021

This week Kent Kramer talks with Daniel Wallick from Vanguard for part two of our interview. This second part focuses on constructing a portfolio, different types of primary goals, and comparing your success to others’.

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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.

March 20, 2020 Financial Perspectives

Category: Investing » Asset Allocation

By Kent Kramer

03/20/2020

In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.

Foster Group Receives Recognition as a 2020 Gallup Exceptional Workplace Award Winner

Category: Foster Group

By Foster Group

03/18/2020

Gallup recognized Foster Group as a 2020 Exceptional Workplace Award winner. Foster Group is the only Registered Investment Advisor (RIA) in Iowa and Nebraska to be a part of the list.

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.