Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.
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.
The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.
Foster Group Company Retirement Plans - Helping You and Your Employees Feel Confident About the Future
Foster Group Endowments & Foundations - Helping Your Organization Make a Positive Impact for Years to Come
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.
Fitch downgraded US government debt from its pristine AAA rating to one notch lower at AA+. While this news may raise some eyebrows, it is essential to keep it in perspective. This week, Matt Moklestad and Michael Westphal have a conversation about its implications and the necessity of diversification.
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
With the biggest tech companies regaining stock market leadership, it’s understandable why investors and the media are attracted to these stocks. However, it’s tempting to forget how these same companies’ stock prices performed in 2022. This week, Kent Kramer shares some investment lessons to be learned from this AI/big tech story.
"What is worth insuring?" The answer almost always boils down to how much you'll have to pay to insure the thing you don't want to lose -- whether it's your mustache, your fantasy football player, your home or your health.
Planning for retirement can be one of the most daunting financial stages of life because there are so many competing priorities to manage and responsibilities to juggle. Read on for some tips to help you manage it all.
Has this been a worrying or boring month in investment markets? Has it been a volatile last four weeks reflecting the narrative in the news media? This week, Kent Kramer introduces framing theory and how we may apply this to investment markets.
Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.
Foster Group SelectWealth - Helping you achieve the life and legacy you want.
You've spent decades saving for retirement. But actually using those assets takes a different mindset. In this complimentary webinar, you'll learn how to make the transition easier.
Politics are always in the news. Right now, we're hearing a lot about the debt ceiling and the need to increase the US debt ceiling so the government can pay their bills ... or maybe not. This week, Kent Kramer provides an overview of debt ceiling history and what we are seeing today.
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
The proper use and management of equity compensation are significant components of a healthy financial picture for corporate leaders. Let’s take a closer look at three types of equity compensation.
