March 20, 2020 Financial Perspectives
Category: Investing » Asset Allocation
In this Foster Group update, Chief Investment Officer, Kent Kramer discusses current circumstances in the bond market.
Foster Group Receives Recognition as a 2020 Gallup Exceptional Workplace Award Winner
Category: Foster Group
Gallup recognized Foster Group as a 2020 Exceptional Workplace Award winner. Foster Group is the only Registered Investment Advisor (RIA) in Iowa and Nebraska to be a part of the list.
Asking the Right Question
Category: Financial Planning » Behavioral Finance
As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question.
Good News About Portfolio Costs from DFA
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
Who Can Benefit from a 529 Plan
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
Let’s Defrost Taxing Relationships
Category: Foster Group
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Webinar Replay: Prediction, Expectation, Speculation, & Preparation
Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.
Health, Wealth, and Time
Category: Financial Planning » Behavioral Finance
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.
10 Mistakes Investors Make Without Advisors
Category: Investing » Diversification
Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.
Fields of Dreams
Category: Uncategorized
Lessons from the Final 4
Category: Financial Planning
Blind Spots
Category: Financial Planning » Behavioral Finance
10 Things I Learned About Money from 80’s Music
reviewed and approved.
Minor Decisions, Major Effect
Category: Investing