Foster Group - Financial Planning Insights

4 Reasons You Should Hire a Financial Advisor Right Now

By Foster Group

06/08/2020

When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.

What I Think About When Working From Home

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Walt Mozdzer

05/29/2020

In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.

May 29, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Apply Markets

By Kent Kramer

05/29/2020

0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive

How Could You Use Your Stimulus Check?

Category: Financial Planning » Behavioral Finance

By Brittany Heard

05/27/2020

You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.

Grow Through What You Go Through

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Nikki Nee

05/22/2020

While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.

May 22, 2020 Financial Perspectives

Category: Investing » Factors / Premiums » Credit Quality (Fixed Income)

By Matt Moklestad

05/22/2020

0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries

May 14, 2020 J. Ann Selzer Event

Category: Foster Group

By Foster Group

05/21/2020

Watch J. Ann Selzer's data-driven presentation on the political scene over the past year, the trends around the upcoming general election, and other topics.

Mutual Funds and ETFs: What’s the Difference?

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

By Ryan Lamoureux

05/19/2020

There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning

By Andy Mullan

05/15/2020

The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions.