The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Elections and Your Money Part II: Post-Election
In this Q+A-style webinar, Kent Kramer and Jason Brown addressed: Questions arising from the November 3rd election, what has, hasn’t, and could change as a result of our country’s decision, and how investors should respond to the uncertainty surrounding the election.
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
October 26, 2020 Financial Perspectives
1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
How to Make Sense of Goals You Set
Category: Financial Planning
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
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.
Five Things to Consider Before Referring Your Client to a Financial Advisor
Category: Foster Group
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
October 12, 2020 Financial Perspectives
Category: Investing » Factors / Premiums
1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?
Money and Emotions
Category: Financial Planning » Behavioral Finance
The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.
Alphabet Soup at Foster Group
Category: Foster Group
Our goal at Foster Group is to create an exceptional client experience. One way we try to achieve that is by having exceptional advisors.
457(b): The Good, The Not so Good, and The Not Good at All
Category: Financial Planning
457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.
High Profit vs Low Profit: The Returns Are In!
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
Stuff I’ve Learned
Category: Financial Planning
Random, interesting stuff (at least to me!) I’ve learned since joining Foster Group.
5 Ways to Make Your Investment Portfolio More Tax-Efficient
Category: Investing
Just like you pay taxes on the income you earn at your job; you also must pay taxes on the income or gains earned on your non-retirement investments.
Set It and Don’t Forget It
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
When Fraudsters Strike
Category: Foster Group
If you are a victim of fraudulent activity, securing your compromised identity can be overwhelming. Here are a few critical steps to this process.
Foster Group Receives Recognition as a 2019 Gallup Great Workplace Award Winner
Category: Foster Group
Gallup recognized Foster Group as a 2019 Great Workplace Award winner. They are one of only two employers in Iowa and Nebraska to be a part of the list.
My Top 5 Podcasts for Learners
Category: Foster Group
One of the great learning opportunities available to almost anyone in today�s world of smartphones and information technology is the proliferation of podcasts.