Foster Group - Financial Planning Insights

December 7th, 2020 Financial Perspectives

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

By Kent Kramer

12/07/2020

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

Home Sweet Home, or an Investment?

Category: Financial Planning » Behavioral Finance

By Brittany Heard

11/24/2020

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

By Matt Moklestad

11/24/2020

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

By Kent Kramer

11/23/2020

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

The Four Uses of Money

Category: Financial Planning » Cashflow » Budget Spreadsheet

By Joe Bantz

11/06/2020

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

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

11/05/2020

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

By Andy Rushenberg

10/30/2020

That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.

October 26, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

10/26/2020

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?

Category: Investing » Foster Group Investment Principles » Apply Markets

By Matt Moklestad

10/23/2020

As this year exemplifies, stock markets have the tendency to do things we would never expect.

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Spring Training Thoughts for Your Portfolio

Category: Financial Planning » Retirement Planning » Asset Location

By Brad Rempe

04/15/2019

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

By Kate Juelfs

04/05/2019

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

By Foster Group

03/29/2019

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

By Kent Kramer

03/29/2019

One of the great learning opportunities available to almost anyone in today�s world of smartphones and information technology is the proliferation of podcasts.

One Paycheck from Ruin

Category: Financial Planning » Cashflow

By Garrett Jackson

03/22/2019

Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.

Do You Have an All-Weather Portfolio?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Jon Evans

03/15/2019

While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.

The Power of Answering Two Key Questions

Category: Foster Group

By Jason Brown

03/08/2019

How can answering two key questions potentially change your perspective on retirement?

Avoiding Probate Just Got a Little EasieràFor Certain Estates

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

03/07/2019

Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.