Financial Perspectives^TM

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August Chart of the Month | Foster Group

Financial Planning

Chart of the Month – August 2026 – 529 Plans

Jack Davies

Jack Davies

08/04/26

How Much of the Market is AI-Driven | Matt Moklestad

What Nvidia Teaches Us About the Power of Diversification

Matt Moklestad

Matt Moklestad

07/21/26

Gretchen Muller

Financial Perspectives: Why Your Portfolio Needs a Lifeboat | A Conversation with Baird’s Warren Pierson

Hosted by : Gretchen Muller

With guest Warren Pierson

07/11/26

July Chart of the Month 2026

Financial Planning

Chart of the Month – July 2026

Michael Westphal

Michael Westphal

07/06/26

Spur 5 | Ryne Oller

Spurs in 5: Understanding Markets Near All-Time Highs

Ryne Oller

Ryne Oller

06/30/26

Gretchen Muller

Daniel Hawthorne

Financial Planning

Financial Perspectives: Chief Master Sergeant to CFP: Military Benefits and the New Trump Accounts

Hosted by : Gretchen Muller & Daniel Hawthorne

06/30/26

Building Your Caregiving Team Before You Need One

Financial Planning Care Planning

Building Your Caregiving Team Before You Need One

Foster Group

06/23/26

Care Planning in Five Crucial Steps | By Ashlee Vieregger

Financial Planning Care Planning

Care Planning in Five Crucial Steps

Ashlee Vieregger

Ashlee Vieregger, JD, CFP^®, CTFA, AEP^®, TPCP^®

06/16/26

Gretchen Muller

Matt Stagner

Financial Planning Care Planning

Financial Perspectives: Care Planning for Disability, Special Needs, and Elder Care

Hosted by : Gretchen Muller & Matt Stagner

06/15/26

What Is Care Planning? And Why It Matters for Everyone | Matt Stagner

Financial Planning Care Planning

What Is Care Planning? And Why It Matters for Everyone

Matt Stagner

Matt Stagner, CFP^®, ChFC^®, AIF^®, CPFA^®, ChSNC^®, CSA, MBA

06/09/26

Chart of the Month – June 2026

Financial Planning

Chart of the Month – June 2026

Matt Stagner

Matt Stagner, CFP^®, ChFC^®, AIF^®, CPFA^®, ChSNC^®, CSA, MBA

06/02/26

Ashlee Vieregger - Family Connections Matter After the Conversation

Financial Planning

Don’t Skip Lunch – Why What Happens After a Family Meeting Matters

Ashlee Vieregger

Ashlee Vieregger, JD, CFP^®, CTFA, AEP^®, TPCP^®

05/28/26

Brittany Heard

Gretchen Muller

Financial Planning

Webinar: Pass Wealth and Wisdom to Your Family

Hosted by : Brittany Heard & Gretchen Muller

05/20/26

Ethan Gascho - Trump Accounts

Financial Planning

What Are Trump Accounts? Benefits, Features, and Tax Considerations

Ethan Gascho

Ethan Gascho, CFP^®

05/20/26

Gretchen Muller

Ben Berger

Financial Perspectives: How to Plan for Inflation – What You Can and Can’t Control

Hosted by : Gretchen Muller & Ben Berger

05/17/26

Generational Wealth

Financial Planning

Generational Wealth: Passing Down Values, Meaning, and Perspective

Gretchen Muller

Gretchen Muller, MBA

05/12/26

How to Be an Effective Volunteer

Foster Group

05/07/26

Financial Planning

Chart of the Month – May 2026

Michael Westphal

Michael Westphal, CFA^®

05/05/26