Retiree Health Insurance Options Prior to Medicare Eligibility
Category: Financial Planning
Key health insurance options and considerations for retirees prior to Medicare eligibility.
How Should a Nonprofit Allocate its Investment Portfolio?
Let's review two industry studies, the NACUBO Study of Endowments and the Association Investment Policies, Practices and Performance. Each organization is different and has its own set of unique goals and challenges. Although this is the case, learning how other nonprofits invest can help ignite a meaningful conversation within your own organization.
Are You Getting the Top 4% of the Market? | Financial Perspectives
How many stocks does it take to really move your portfolio? It's a surprisingly small number. This week, Kent Kramer is joined by Foster Group's Director of Investments, Michael Westphal, to help answer this question.
Chart of the Month – August 2024
Category: Investing » Interest Rates
Is it Possible to Stop Worrying About Money? Yes!
Category: Foster Group
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
Three Fun Budgeting Benefits
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
Predictable Mistakes
We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.
Retirement: Living Well and Fully Living
Category: Financial Planning » Behavioral Finance
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
The Magic of Writing a Letter
Category: Financial Planning » Behavioral Finance
How the magic of writing a letter could help convey your intentions to a beneficiary.
Webinar: Maximizing Physician Income
Category: Foster Group » Event
What’s Up (or Down) with the Bonds? | Financial Perspectives
Investors have been puzzled this year, maybe even disappointed, that the bond market broadly has seen negative returns. How can this be when many money markets and bonds have stated yields of more than 5%? This week, Kent Kramer explains why.
Chart of the Month – June 2024
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
Three Tips to Help Set Yourself up for Retirement
Category: Financial Planning » Cashflow
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
Webinar: Risky Business – Avoiding Common Executive Compensation Pitfalls
Category: Financial Planning » Cashflow
There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!
Updates to the State of Iowa 529 plan
529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.
Winning Strategies in a High-Cost Healthcare Market
Category: Financial Planning
Small business owners face many challenges in today’s competitive environment. We often hear of the burden rising healthcare costs have on a business’s sustainability, profitability, and ability to attract and retain key talent. Let’s explore some winning strategies that have been implemented by a variety of businesses across the area.
A Farming Deduction from an Unexpected Location: The Beach
Category: Financial Planning
With farm ground prices near all-time highs, higher borrowing costs, and tight margins, this tax deduction should be considered when purchasing a farm property or inheriting one.
Is Investing a Science Project? | Financial Perspectives
A wise investor will advance with science to increase the probability of good investment outcomes. This week, Kent Kramer shares examples of how advances in finance and economics have impacted investor experience.
Value vs Growth – What does that Mean?
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
The Older & Wiser AI: The Market’s Aggregate Intelligence
Has Artificial Intelligence been causing you anxiety, or made you wonder about the trustworthiness of investment markets? Be reminded that “educated optimism is an antidote for anxious uncertainty”.