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.
Starting Off on the Right Foot
Category: Financial Planning » Cashflow
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
What’s the Best Investment a New Parent Can Make?
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
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?
Stop Doing That!
Category: Financial Planning » Behavioral Finance
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.
Beyond Traditional Investments
Category: Investing » Alternative Investments
Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.
Claim Your Settlement from the Equifax Data Breach
Category: Foster Group
Equifax just agreed to a settlement with the Federal Trade Commission. The money will be used to help those affected by the breach.
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.
Markets Move. So Should You.
Category: Investing
The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.
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
What is a Fiduciary
Category: Foster Group
Biases
Category: Financial Planning » Behavioral Finance