Breaking Down the Banking Headlines: Part One | Financial Perspectives

Category: Investing » Equity / Stocks

By Matt Abels

03/21/2023

With the banking industry and markets continuing to be leading topics in the news, many investors are asking, “What is going on? Is this something to be worried about? Should I be taking action?” In this special edition of Financial Perspectives, Matt Abels and Michael Westphal provide context and insights to those questions. Tune in next week for part two, where we’ll be joined by Jim Plagge, President and CEO of Bank Iowa.

Retirement Planning: Understanding Your Options | Financial Perspectives

Category: Financial Planning

By Geoff Christy

03/13/2023

Retirement planning can seem daunting, but it doesn’t have to be. This week, Matt Moklestad and Geoff Christy from Foster Group's Institutional team have a conversation around the retirement plan landscape: what are common questions and what possible actions could you take regarding your plan.

Making Sense of SECURE Act 2.0 | Financial Perspectives (In a Minute)

Category: Financial Planning

By Matt Moklestad

02/27/2023

The SECURE Act 2.0 includes 90+ provisions designed to help savers and people in or near retirement. This week, Matt Moklestad highlights some of the key changes from the act.

Advisor Spotlight: Brad Rempe | Financial Perspectives

Category: Foster Group

By Brad Rempe

02/13/2023

This week, Jason Brown is joined by Senior Lead Advisor, Brad Rempe. Hear Brad share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, and what he's hopeful for in the future.

Webinar: Empowering Women With Their Money

Category: Foster Group » Event

By Foster Group

02/08/2023

Research shows women receive less investment information than men. Let's fix that! In this webinar, you'll learn what to look for in an advisor, determine the right time to engage one, and how to take advantage of all your resources for peace of mind.

What Can You Expect in 2023? | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

01/23/2023

As we head into 2023, the question we get most often is, "What's next for markets and what can we expect in our portfolios?" This week, Kent Kramer and Ryne Oller try to answer just that.

2022 In Review: What Did We Learn? | Financial Perspectives

Category: Financial Planning » Behavioral Finance

By Kent Kramer

01/13/2023

2022 was one of those years many would like to forget – but before we put it completely in the rear-view mirror, what are the lessons that we can take forward to help us in 2023?

Year-End Opportunities & Cautions | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Kent Kramer

12/12/2022

It's that time of year – what's left on your list for 2022?  This week, Kent Kramer discusses three possible ways to save on taxes, one possible way to increase the return on your cash, and one cautionary tale as a reminder as we think about investing in 2023.

What Did You Expect? | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

11/21/2022

"Everything good in life is just the gap between expectations and reality." - Morgan Housel. This week, Kent Kramer shares his thoughts on market history and setting expectations.

How Much Should I Have in Stocks? | Financial Perspectives (In a Minute)

Category: Investing » Equity / Stocks

By Kent Kramer

08/22/2022

Many people like the idea of higher expected returns that stocks may produce, but the higher return potential comes with more risk. This week, Kent Kramer walks us through a possible approach to understanding how much of your portfolio could be invested in stocks.

Is Now a Good Time to Invest? | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

08/08/2022

A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.

Is Now a Good Time to Invest? | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

08/08/2022

A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.

Stormy Markets | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Matt Moklestad

07/11/2022

With the US stock market in bear market territory as we go into the second half of 2022, you might feel like we're in a bit of a storm. If you've been feeling under prepared, Matt Moklestad walks us through six considerations for times like these.

Stormy Markets | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Matt Moklestad

07/11/2022

With the US stock market in bear market territory as we go into the second half of 2022, you might feel like we're in a bit of a storm. If you've been feeling under prepared, Matt Moklestad walks us through six considerations for times like these.

Roadtrips & Recessions | Financial Perspectives

Category: Investing » Economics

By Kent Kramer

06/27/2022

The economy and markets are a bit like summer car travel/construction. There's a recession and/or a bear market in the rearview mirror, you're in one, or there is one right around the corner.

Roadtrips & Recessions | Financial Perspectives (In a Minute)

Category: Investing » Economics

By Kent Kramer

06/27/2022

The economy and markets are a bit like summer car travel/construction. There's a recession and/or a bear market in the rearview mirror, you're in one, or there is one right around the corner.

Optimistic Pessimists? | Financial Perspectives

Category: Investing

By Kent Kramer

06/13/2022

Sometimes being double minded is a problem. But could being optimistic and pessimistic at the same time be a good thing for an investor? Surprisingly, the answer may be yes!

Optimistic Pessimists? | Financial Perspectives (In a Minute)

Category: Investing

By Kent Kramer

06/13/2022

Sometimes being double minded is a problem. But could being optimistic and pessimistic at the same time be a good thing for an investor? Surprisingly, the answer may be yes!

Making the Best of It | Financial Perspectives

Category: Investing » Equity / Stocks

By Matt Moklestad

05/23/2022

It continues to be a volatile period for investors in stock and bond markets around the world. And while the news, like the weather, has seemed a little gloomy this spring, summer is around the corner and maybe it’s time to make the best of it! In today’s edition, Matt Moklestad, Lead Advisor – Institutional, discusses tax loss harvesting.

Knowing What Not To Do | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

05/09/2022

Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.

How Can Investors Benefit from Higher Rates? | Financial Perspectives

Category: Investing » Economics

By Kent Kramer

04/25/2022

With inflation and interest rates rising, are there any silver linings for investors? One DIY US government bond investment you may not have heard about will soon be yielding over 9%. This week, Kent Kramer takes a look at I Bonds, what is happening in markets and the global economy, and what investors may want to know.