By Marcus Iwig
12/9/2014 | 1:30 PM
Most of the world has morning routines.  Being a CPA, I suppose I may be a little more captive to mine.  So, when I got to work this morning, I did what I always do; started my computer, brought up my e-mail, grabbed a cup of coffee and pulled up Yahoo Finance.

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By Kent Kramer
12/3/2014 | 12:00 PM

Many Foster Group clients use Iowa’s 529 Plan, College Savings Iowa (CSI), to save for their children’s and grandchildren’s future college education expenses. CSI remains an excellent option for Iowa residents to utilize as it provides both immediate tax deductions for certain contributions and virtually tax-free accumulation for future qualified higher education expenses. In addition, Vanguard as the investment provider, creates high-quality, low-cost investment portfolios for program participants.

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Whose Interests First?

By Ross Polking
12/1/2014 | 12:36 PM


Read.  This.  Now.  Well written, Mr. Ritholtz.  Knowing how this applies to your advisory relationship can be critical to your investment success and pursuit of life goals.  Don’t assume you have a fiduciary representing you.  

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Stay The Course

By Seth Comfort
11/19/2014 | 10:26 AM

I ran across two interesting stats; well, two numbers, really, as reported in Bloomberg Businessweek:
$25,000 & $13,000.

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Royal Perspective

By Ross Polking
11/4/2014 | 4:31 PM

Author’s note and warning:  Heavy, heavy sports analogy follows. 

I am an avid baseball fan and die-hard Kansas City Royals supporter.  Even if you don’t follow sports, you probably were aware that the Royals made it all the way to the World Series.  The epic seven-game series against the San Francisco Giants ended in a heart-breaking 3-2 defeat in the final, and deciding, game seven. 

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Foster Group is a fee-only financial planning and investment advisory firm, dedicated to providing objective, unbiased advice to clients. Founded in 1989, Foster Group has always been committed to having each client experience true personal wealth through sound, disciplined financial strategies integrated with individual, family, and organizational goals.

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