Monthly Archives: June 2015

Seth Comfort

Both Foster Group and Dimensional Fund Advisors believe everything we do should focus on acting in our clients’ best interest. We have partnered with DFA since 1994 as a mutual fund provider to increase the probability that our clients will have a successful investment experience. The work DFA is doing is being noticed in the industry; Morningstar just published their updated Stewardship report for Dimensional and has upgraded them from a...

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Marcus Iwig

Last July, I wrote the blog,Actively Losing,” which compared Crossfit to investing without much knowledge or the wrong kind of help. It’s not that the Crossfit program is bad, it’s whether you use good technique, the right amount of weight and follow the coaching of an expert. The same goes for investing; while the act of investing itself is not bad, doing...

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Joe Bantz, CFP®, AIF®

Ever wonder why somebody should hire a financial advisor – particularly in this information age when so many tools, spreadsheets, blogs, and articles are so easily accessible online? Yet Foster Group’s 97% five-year average retention rate and long-term client base argues that there is considerable value. I came across the attached article today that I thought was helpful – identifying seven...

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Jerry Foster

One of the greatest relational tools a person should have ready to use at any given moment is the tool I call the “Disruptive Question”. At first blush, it doesn’t sound too appealing, does it? But the premise behind this tool is to ask a question that causes the person you are engaging to stop and think. It is the kind of question that causes the other person’s...

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