The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
December 21st, 2020 Financial Perspectives
Category: Investing » Alternative Investments
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
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
Are You Really Ready to Exit Your Business?
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
The Invisible Tax
Category: Financial Planning
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
December 7th, 2020 Financial Perspectives
1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market
Home Sweet Home, or an Investment?
Category: Financial Planning » Behavioral Finance
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
What This Year Reminds Us About Fixed Income
Category: Investing » Asset Allocation
This year has reminded us of the many important roles that fixed income can play in portfolios.
November 23, 2020 Financial Perspectives
Category: Investing » Equity / Stocks
1:13 - In the News: COVID-19 Cases, Employment Recovery
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020
Beyond Traditional Investments Video
Category: Investing » Alternative Investments
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
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
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
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
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
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
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
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
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.
Foster Group among the Financial TimesÆ Top U.S. Registered Investment Advisors for 2019
Category: Foster Group
Foster Group is the only financial advisory firm in Iowa to make the 2019 300 Top Registered Investment Advisors list.
The Power of Delegation for Executives
Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?
2019 Vectors & Viewpoints Q2
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.