2019 Vectors & Viewpoints Q2
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
Timing Isn’t Everything
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
2019 Vectors & Viewpoints Q3
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
2019 Vectors & Viewpoints Q4
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
An Executive’s Financial Guide
Category: Financial Planning » Estate & Transfer Planning
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
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.
2020 Vectors & Viewpoints Q1
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
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.
Avoiding Probate Just Got a Little EasieràFor Certain Estates
Category: Financial Planning » Estate & Transfer Planning
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.
Don’t Let Creditors Crack Your Nest Egg
Category: Financial Planning
Colin Hendricks of BrownWinick Law Firm shares some tips on creditor protection planning for professionals.
Financial Mechanic’s Toolbox: DIY or Expert Help?
Category: Financial Planning » Cashflow
I’d love to be the person who can tell you why a car squeaks when you drive it and who could fix it. But as time goes by and I haven’t developed those skills, I’m coming to grips with the fact that it probably just isn’t in my wheelhouse. It’s not that I couldn’t learn, it’s that I’d rather focus on and learn about other things. There comes a point with your personal finances when you need to decide what you’ll do and what you’ll pay someone else to do.
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.
Your Money Should Make You Happy – Does It?
Category: Financial Planning » Behavioral Finance
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.
Stock Markets Are Like Kids
Category: Foster Group
As I was driving into work, I realized that toddlers are a lot like the stock market.
I Want to Be Like Them
Category: Financial Planning » Charitable Giving
Stories like this spread and inspire others to be generous.
The Goslings at Foster Group Have Got Me Thinking
Category: Financial Planning » Behavioral Finance
We all will go through life seasons, and, with that, our ability to invest and what that ‘investment’ looks like will be different. No matter what season you’re in, don’t let it stop you from investing in something you care about.
Changing with My Aging
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?