Joseph Bantz, CFP®, is a Lead Advisor at Foster Group, helping clients make smarter decisions and avoid costly mistakes. Joe joined Foster Group in 2003, after 14 years as a high school math teacher and administrator in both public and private schools. Now serving clients as a Lead Advisor, Joe leads the Foster Group Portfolios division of the company.
With degrees from Truman State University, the University of Nebraska and the University of Virginia, Joe has a special appreciation for the academic basis of our investment approach. Equally important, his years in education laid the groundwork for working with people from a wide variety of backgrounds, increasing his understanding of families’ needs and priorities.
Described by his friends as loyal, compassionate, thoughtful and consistent, Joe strives to view things from the client’s perspective in order to consistently provide wise counsel and excellent service. His background in mathematics provides analytical strengths, particularly in areas like cash flow analysis and planning, planning for higher education expenses and retirement income scenarios.
King Solomon observed, “The way of a fool seems right in his own eyes; a wise man is he who listens to counsel.” This observation shapes me as a father, husband and financial advisor. In 1997, I read “Your Money Counts,” by Howard Dayton, which helped me understand the role money plays in shaping who I am as a person. More recently I have appreciated Malcolm Gadwell’s interesting books “Blink” and “The Tipping Point”, exploring how the mind works. “Good to great”, by Jim Collins, and other books, have equipped me to embrace the team approach at Foster Group, utilizing the strengths of other advisors and team members to provide excellent advice and service for our clients.
Our entire family has been involved in Destination Imagination, an international problem-solving competition, and are involved in a variety of roles at our church. Any remaining free time is used up training for, and competing in, triathlons in the Des Moines area, which constantly remind me of the importance of overcoming challenges by focusing on the desired long-term result.
Blog Posts By Joe Bantz
|1/25/2013||Is It Worth It|
|10/22/2012||Lake Wobegon Lives On|
|8/27/2012||A Golden Performance|
|8/21/2012||Mythbusters: Gold is an Investment|
|8/10/2012||Mythbusters: Gold is an Inflation Hedge|
|8/3/2012||Mythbusters:Gold is a Fool-Proof Long-Term Investment|
|7/25/2012||Kayaks, Triathlons, and Investing|
|6/29/2012||Alexander's Horrible Day|
|8/1/2011||Social Security Options|