Foster Group - Financial Planning Insights

Vaccine for Physician Pocketbooks

Category: Investing » Asset Allocation

By Ross Polking

05/07/2020

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

What to Do with Your College Expenses Refund Check

Category: Financial Planning » Education Planning » 529 Plans

By Caleb Brown

05/06/2020

If you are receiving a refund of money already spent from a 529 plan, here are some important considerations.

May 1, 2020 Financial Perspectives

Category: Investing » Economics

By Kent Kramer

05/01/2020

0:58 - The Week in Review
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Retirement Planning » Beneficiary Planning

By Wade Den Hartog

04/30/2020

No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

Four Ways to Connect with Foster Group

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Emily Appelgate

04/29/2020

How can you stay connected financially during this time?

April 24, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Kent Kramer

04/24/2020

Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.

Cloudy Markets Still Have a Silver (Tax) Lining

Category: Investing » Diversification

By Marcus Iwig

04/24/2020

During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting

Concentration Can Be a Killer

Category: Investing » Foster Group Investment Principles » Apply Markets

By Matt Moklestad

04/23/2020

Matt Moklestad gives a brief reminder of why diversification is important, especially in these volatile times.

Clarifying the CARES Act for Businesses

Category: Financial Planning » Closely Held Business

By Guest Blogger

04/17/2020

Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.

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Should I Purchase Rental Car Insurance

Category: Financial Planning

By Guest Blogger

05/30/2018

Tax Reform- Changes to Itemized Deductions and Potential Planning Strategies

Category: Financial Planning

By Marcus Iwig

05/18/2018

Appreciating the Good Times

Category: Financial Planning » Behavioral Finance

By Joe Bantz

05/04/2018

Seeing the Plan Through

Category: Financial Planning

By Ross Polking

04/13/2018

Annuities- Read the Fine Print

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Ross Polking

04/04/2018

Foster Group: Truly Cared For

Category: Foster Group

By Foster Group

04/04/2018

We strive for our clients to feel truly cared for, but what does that really mean? Hear from the team at Foster Group on what "truly cared for" means to them.