January 25, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

01/25/2021

Four years ago, Donald Trump was elected President of the United States and small company stocks went up over 20% in three months post-election. In the three months since Joe Biden was elected President of the United States, small company stocks are up over 30%. Do small company stock investors just like new Presidents?

Round Two: Stimulus Aid Arrives

Category: Financial Planning

By Zach Dalluge

01/11/2021

The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans. 

January 11, 2021 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

01/11/2021

2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?

Preparing Your Own Tax Return: Is It Worth It?

Category: Financial Planning

By Foster Group

01/08/2021

Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option. 

5 Investor Lessons Courtesy of COVID-19

Category: Financial Planning » Behavioral Finance

By Reed Rinderknecht

12/23/2020

2020 is a year we’ll all remember though in many ways we want to forget it.

2020 Foster Group Year-In-Review

Category: Foster Group

By Foster Group

12/22/2020

This year came with a few surprises, to say the least. We didn't let that stop us from pursuing our goal of Truly Caring For our clients, our communities, and our team.

The Challenge of Entering a Bull Market

Category: Investing » Foster Group Investment Principles » Apply Markets

By Phil Kruzan

12/22/2020

A Q&A with Senior Lead Advisor, Phil Kruzan.

Georgia, Political Majorities, & Markets

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

12/21/2020

Unprecedented! That word had been used ad nauseam in 2020.

December 21st, 2020 Financial Perspectives

Category: Investing » Alternative Investments

By Kent Kramer

12/21/2020

1:07 - In the News: Vaccines, Employment, and Markets
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks

Changing with My Aging

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

By Alex Battani

08/23/2019

At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
 

Stop Doing That!

Category: Financial Planning » Behavioral Finance

By Jason Brown

08/16/2019

We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.

Beyond Traditional Investments

Category: Investing » Alternative Investments

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Beyond Traditional Investments Video

Category: Investing » Alternative Investments

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Claim Your Settlement from the Equifax Data Breach

Category: Foster Group

By Andrew Farmer

08/06/2019

Equifax just agreed to a settlement with the Federal Trade Commission. The money will be used to help those affected by the breach.

Timing Isn’t Everything

Category: Investing » Foster Group Investment Principles » Advance with Science

By Foster Group

08/01/2019

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Wealth With More Purpose

Category: Foster Group

By Foster Group

08/01/2019

Since 1989, Foster Group’s values-driven team has helped those we serve pursue their personal definitions of Wealth with More Purpose.

Markets Move. So Should You.

Category: Investing

By Ryan Lamoureux

07/29/2019

The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.

Making Time

Category: Foster Group

By Stacie Neussendorfer

07/19/2019

In our fast-paced, busy world, slowing down and taking the time to notice the things and people around you can be a challenge.

Even Your Finances Need Weed Whacking Sometimes

Category: Financial Planning » Behavioral Finance

By Walt Mozdzer

07/05/2019

Financial planning can be a lot like that. The parallels to personal finance may not be point for point, but as the seasons change, so may assets on a personal financial statement.

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

07/03/2019

While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.

The Goslings at Foster Group Have Got Me Thinking

Category: Financial Planning » Behavioral Finance

By Alex Battani

06/28/2019

We all will go through life seasons, and, with that, our ability to invest and what that ‘investment’ looks like will be different. No matter what season you’re in, don’t let it stop you from investing in something you care about.