Search through our collection of insights and resources:

Our unique approach to investing is based on a solid academic foundation designed to lead to successful client experiences. This approach helps us come to a deeper understanding of the financial landscape, and helps clients reach their financial goals.

The results of our thinking on financial topics lives in these pages: a library of white papers, market commentary, and more, all designed to provide insights on financial planning in today’s marketplace, and to help you understand our firm.

Foster Group is honored to have worked with the Nebraska Medical Association for the past eight years offering investment management, advanced financial planning, and retirement plan consulting services. We invite you to come and experience all that Foster Group has to offer.

This Vectors & Viewpoints Edition includes:
  • 2017: Change and Uncertainty – Page 1
  • What’s the Big Deal with the CFP? – Page 2
  • Can Your...

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Foster Group is honored to have worked with the Iowa Medical Society for the past 25 years offering investment management, advanced financial planning, and retirement plan consulting services. We invite you to come and experience all that Foster Group has to offer.

This Vectors & Viewpoints Edition includes:
  • 2017: Change and Uncertainty – Page 1
  • What's the Big Deal with the CFP? – Page 2
  • Can Your...

    Read More

Simon Sinek’s well-known TED talk, “Start with Why” is centered around the concept that an organization should start with their “why” and encourages individuals and companies to ask themselves questions to identify their beliefs, purpose, and why they get out of bed in the morning. One statement Sinek made in his presentation that stood out to me was, “Very few people and organizations know why they do what they do.” As...

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By Jay P. Syverson of Nyemaster Goode 

Probate is the process by which a person’s estate is settled after death. Final bills are paid, final taxes are filed, and assets are collected and distributed to the beneficiaries. The entire process is supervised by the court, usually takes 9-12 months, and comes with expenses – court costs and attorney fees – that can exceed 4% of the estate. Additionally,...

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The concept is simple, but often gets overlooked, especially in our profession.  As financial planners, we spend a lot of time discussing with clients how to pass assets (what they earned) to the next generation in the most efficient way.  Typically, the goals are to ensure taxes and fees are minimized, assets are passed to the appropriate parties, and the individuals inheriting the wealth are financially mature enough to handle...

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We recently expanded our graphs section, providing review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy. We hope you’ll find these graphs helpful and informative. If you have any questions or suggestions, please let us know via email at info@fostergrp.com....

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Gift with a tax deduction? In most instances, if you give a gift to a family member, you not only don’t receive a tax break, but you need to be mindful of the amount of the gift in case a gift tax return needs to be filed. Wow.  That sentence just put me to sleep. Let’s try that again. I want to help my kids and/or grandkids prepare to pay for college.  Is a...

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For many years, Foster Group has approached asset allocation using an analysis we call our Lifeboat Drill.  Setting a proper mix of growth assets like stocks or real estate, and preservation assets like bonds, begins with understanding our clients’ future cash flow needs.  The answers to two questions provide the foundation for our Lifeboat Drill. First, we explore the minimum return rate you must earn on your portfolio assets to meet...

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We recently expanded our graphs section, providing review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy. We hope you’ll find these graphs helpful and informative. If you have any questions or suggestions, please let us know via email at info@fostergrp.com....

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