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.

How to Make Sense of Goals You Set

Category: Financial Planning

By Kadin White

10/20/2020

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

By Brittany Heard

10/16/2020

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

By Marcus Iwig

10/14/2020

How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?

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.

Is a Recession Around the Curve?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

03/07/2019

Keys to Integrating Executive Compensation and Benefits

Category: Financial Planning » Executive Compensation » Deferred Compensation Plans

By Marcus Iwig

02/22/2019

My Strange Family

Category: Financial Planning » Family Governance

By Joe Bantz

02/15/2019

Strengthening Marital Bonds with Orange Juice

Category: Financial Planning » Family Governance

By Walt Mozdzer

02/08/2019

In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.

Is Your Portfolio Tailored to Fit Your Needs, or Just ?Off-The-Rack??

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

By Ryan Lamoureux

02/01/2019

Today’s Markets Are Powerful Partners for Investor Success

Category: Investing » Foster Group Investment Principles

By Kent Kramer

01/23/2019

Kent Kramer explains how investors can make today's market's their partners for investor success.

A Pie of Different Flavors

Category: Financial Planning » Retirement Planning » Asset Location

By Matt Moklestad

01/18/2019

Is Your Family on the Same Page

Category: Financial Planning » Family Governance

By Wade Den Hartog

01/11/2019

What Makes You Cry?

Category: Foster Group

By Jason Brown

01/04/2019

As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.