Foster Group - Financial Planning Insights

Rates, Prices and Inventory: The Entire Housing Market Explained in About Two Minutes

By Guest Blogger

04/25/2024

The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in.

Embracing Uncertainty

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

04/23/2024

Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.

3 Reasons to Own Foreign Stocks … Now! | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Apply Markets

By Kent Kramer

04/22/2024

You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect.

Leave the Gift of Giving as part of your Estate Plan

Category: Financial Planning » Charitable Giving

By Zach Dalluge

04/16/2024

One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).

Passing on the Spirit of Generosity in a Tax Smart Manner

Category: Financial Planning » Charitable Giving

By Caleb Brown

04/09/2024

If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?

A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

04/08/2024

In this week's special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews.

The Promise of Small Beginnings

Category: Financial Planning » Charitable Giving

By Kent Kramer

04/08/2024

Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.

What I Learned On The Road To The House on the Lake

Category: Financial Planning » Behavioral Finance

By Jerry Foster

04/08/2024

In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?

Chart of the Month – April 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Michael Westphal

04/03/2024

Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.

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Chart of the Month – February 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Michael Westphal

02/09/2024

2024 Fearless Article – “I’ve Got the Power”

Category: Foster Group » Advertising

By Brittany Heard

02/09/2024

2024 Key Financial Data Sheet

Category: Foster Group

By Foster Group

02/08/2024

Should I Invest in Bitcoin?

Category: Investing » Alternative Investments

By Michael Westphal

01/30/2024

Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.

How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?

Category: Investing » Asset Allocation

By Kent Kramer

01/22/2024

Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.

Is a Bitcoin ETF a Fit for Your Plan? | Financial Perspectives

Category: Investing » Foster Group Investment Principles

By Kent Kramer

01/22/2024

Anytime there is something new that gets a lot of media attention, investors should ask themselves, "Is this an opportunity for me or a distraction for what really matters?" This week, Kent Kramer introduces the first of five investment principles for purposeful investors.

Chart of the Month – January 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Michael Westphal

01/17/2024

Does Your Workplace Cultivate a Championship Team?

Category: Financial Planning » Behavioral Finance

By Geoff Christy

01/16/2024

I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.

The Corporate Transparency Act is Here: What you Need to Know

Category: Financial Planning

By Guest Blogger

01/08/2024

Several frequently asked questions regarding the CTA and its new reporting requirements that will impact millions of business entities and, more specifically, their owners.

Compound the Growth of Your 2024 Plans | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Kent Kramer

01/08/2024

What small, consistent steps are in your control this year that, if you complete them, can result in accumulated progress for years to come? This week, Kent Kramer discusses how financial planning may help us discover these kinds of things.

Is Leasing Right for You?

Category: Financial Planning » Cashflow » Budget Spreadsheet

By Walt Mozdzer

01/03/2024

October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?