Let’s Defrost Taxing Relationships
Category: Foster Group
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Listen to Learn with These 5 Podcasts
Category: Foster Group
Like most of you, I enjoy learning. And one of the ways I learn is by listening to podcasts. Here are five podcasts I recommend.
Making Time
Category: Foster Group
In our fast-paced, busy world, slowing down and taking the time to notice the things and people around you can be a challenge.
May 14, 2020 J. Ann Selzer Event
Category: Foster Group
Watch J. Ann Selzer's data-driven presentation on the political scene over the past year, the trends around the upcoming general election, and other topics.
My Top 5 Podcasts for Learners
Category: Foster Group
One of the great learning opportunities available to almost anyone in today�s world of smartphones and information technology is the proliferation of podcasts.
Not All Advisors Are Created Equal
Category: Foster Group
If you are in the market for a financial advisor, rehearse these three questions before sitting down with a potential suitor.
Past Performance is Not Indicative of Future Results
Category: Foster Group
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
Perhaps It’s Not About What You Want From Life, But What Life Wants From You
Category: Foster Group
I just finished reading Man’s Search for Meaning by Viktor Frankl. Among the many meaningful things he wrote, here is one that stood out.
The Two Most Important Questions to Answer When Choosing a Financial Advisor
Category: Foster Group
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
Things to Ponder This Holiday Season
Category: Foster Group
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.
Thoughts on Life and Leadership from Nine of Des Moines’ Best
Category: Foster Group
I went to the Business Record’s 90 Ideas in 90 Minutes Event. Nine people were given the opportunity to speak. They shared up to ten of their best ideas for life and leadership. I’ve compiled my Top Nine list in alphabetical order.
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.
Wealth With More Purpose
Category: Foster Group
Since 1989, Foster Group’s values-driven team has helped those we serve pursue their personal definitions of Wealth with More Purpose.
Webinar: 401(k) Plan Fiduciary Considerations
Category: Foster Group
Have you ever wondered what your fiduciary liability is as a 401(k)-plan sponsor? And if you’re taking the right steps to protect yourself? This webinar may be for you if you are asking yourself questions such as: What process should I use to make decisions about our 401(k) plan? Or how should I compare our 401(k) plan services and costs to other options available in the marketplace?
Webinar: Empowering Women With Their Money
Category: Foster Group
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.
Webinar: Financial Forecasts for 2022: When to React. When to Relax.
Category: Foster Group
Welcome to the noisiest time of the year, with pundits predicting boom or bust for your portfolio in 2022. In the webinar, you'll learn about: The risk of acting on predictions, the importance of a long-term investment plan, and predictions that never panned out.
Webinar: Making Your Own Path Through Election Year Financial Markets
Category: Foster Group
There's always concern and uncertainty present in election years. Predicting the markets impact of potential political transition isn't easy for anyone. With inflation rising, it's understandable to be concerned. Is there another way to think about the unknown?
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
Webinar: Straight Up Money Talk
Category: Financial Planning » Behavioral Finance
Starting a conversation about money with your children or grandchildren can be difficult, but Foster Group can help. Learn why it’s important to be a positive and proactive role model, how your childhood experiences with money can influence your behaviors and thoughts, and financial lessons you can share with kids of all ages to help position them for success.