Should You Work with a CEFEX-Certified Advisory Firm?
Category: Foster Group
Foster Group is the only firm in Iowa and Nebraska that has been CEFEX-certified since 2007.
Six Key Benefits to A Close Advisor-Client Relationship
Category: Foster Group
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
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.
Stop Doing That!
Category: Foster Group
We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.
The Gift of You
Category: Foster Group
Time is a unique asset. We can’t save it for the future. We spend it with every minute that goes by. But as with other assets, we can be generous with our time. Here are four examples of people I know personally, who inspire me by their active generosity.
The Goslings at Foster Group Have Got Me Thinking
Category: Foster Group
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.
The Influence of Trust
Category: Foster Group
A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.
The Once a Year Approach to Looking at Investments
Category: Foster Group
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Time to Revisit Your Cash Reserve Fund
Category: Foster Group
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
Top 2019 Foster Group Blogs
Category: Foster Group
At the end of every year, we like to gather and share some of our most popular blog posts. Check them out!
True Wealth Often Appears in the Most Unexpected Places
Category: Foster Group
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
What Does the World Require of You?
Category: Foster Group
When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”
What Have We Learned in the Last 4 Months?
Category: Foster Group
How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.
What If…
Category: Foster Group
What if my spouse is gone tomorrow? What if I live to 110? What If I want to retire as soon as possible? What if I have a Long-Term Care event? Where do you seek guidance, clarity, and understanding on your financial plan to help address these questions?
What is “The Good Life?”
Category: Foster Group
I’ve spent forty-plus years thinking and talking about “the good life” question. With clients, fellow advisors, my family and friends. And while definitive answers are not easy to come by, it’s clear that how we answer (or don’t answer) the question will have a significant impact on the life-defining choices we make, day after day, year after year.
What is a Fiduciary
Category: Foster Group
What is your Legacy?
Category: Foster Group
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
What Makes You Cry?
Category: Foster Group
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.
What the Air Force Taught Me About Being a Financial Advisor
Category: Foster Group
Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.
What’s Next?
Category: Foster Group
Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you.