Six Key Benefits to A Close Advisor-Client Relationship
Category: Foster Group
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
Should You Work with a CEFEX-Certified Advisory Firm?
Category: Foster Group
Foster Group is the only firm in Iowa and Nebraska that has been CEFEX-certified since 2007.
Semper Paratus
Category: Foster Group
Running and Saving: A Lot’s the Same!
Category: Foster Group
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Retirement Happiness
Category: Foster Group
What are the primary drivers of a happy retirement and overall wellness?
Perhaps It’s Not About What You Want From Life, But What Life Wants From You
Category: Foster Group
I just finished reading Man’s Search for Meaning by Viktor Frankl. Among the many meaningful things he wrote, here is one that stood out.
Past Performance is Not Indicative of Future Results
Category: Foster Group
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
Not All Advisors Are Created Equal
Category: Foster Group
If you are in the market for a financial advisor, rehearse these three questions before sitting down with a potential suitor.
Listen to Learn with These 5 Podcasts
Category: Foster Group
Like most of you, I enjoy learning. And one of the ways I learn is by listening to podcasts. Here are five podcasts I recommend.
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.
Is Leasing Right for You?
Category: Foster Group
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
Is it Possible to Stop Worrying About Money? Yes!
Category: Foster Group
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
Invested in Women- Well Aged (and Well Read)
Category: Foster Group
Foster Group recently launched a new initiative called, “Invested in Women”. Invested in Women will provide opportunities for financial education, solutions, and connections in a variety of formats. In early October, we’ll be hosting our first book club and discussing the book, “Well Aged,” by Ralph Milton.
I Want to Be Like Them
Category: Foster Group
Stories like this spread and inspire others to be generous.
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.
How to Spot Political Bias
Category: Foster Group
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
How Do I Get Started with Foster Group?
Category: Foster Group
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
How Deep Is Your Bullpen?
Category: Foster Group
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
Have You Heard About CoreWealth?
Category: Foster Group
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.