Umbrella Insurance Is Just a Catch All Policy, Right?
Category: Financial Planning
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
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
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
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
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
Stories like this spread and inspire others to be generous.
June 7, 2021 Financial Perspectives
Category: Investing » Alternative Investments
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
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
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.
Do Simple Better
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
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
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
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.
2020 Vectors & Viewpoints Q1
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
March 20, 2020 Financial Perspectives
Category: Investing » Asset Allocation
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
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
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
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
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
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
Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.