Monthly Archives: November 2015

Ross Polking Thumbnail Photo

As 2015 starts to wind down, many investors are thinking about how to positively impact causes and organizations about which they are passionate. A further benefit of this endeavor is the opportunity to lessen one’s annual tax burden. A donor advised fund (DAF) is a fantastic tool for gifting and tax mitigation that is worth considering. DAFs are philanthropic vehicles operated by public charities which are relatively uncomplicated, widely available,...

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Ross Polking Thumbnail Photo

Saving for a child’s college expenses is becoming increasingly difficult. As a parent, the competing forces of tuition inflation and one’s own retirement preparedness can bring about stress over trying to adequately save for both. There is a balance to be struck between the two, keeping in mind that kids can get jobs and take out loans. Retirement, ideally, should not include you getting a job or taking out a...

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Marcus Iwig

It’s that time of the year again, football season, back-to-school, cooler temps, and time to think about year-end tax planning. Try to contain your excitement.  Here are a few things to be thinking about as you approach the end of the year:

  • Endow Iowa tax credits are gone; great for the state, but not if you were still hoping to score the 25% tax credit in 2015. Making a gift...

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Ross Polking Thumbnail Photo

A year ago I blogged about one of my sports passions, the Kansas City Royals (https://foster.wpengine.com/blog/blog/royal-perspective/).  Hindsight being 20/20, I should have finished the blog with “to be continued…”  As complimentary as I was toward the vision of the organization and the discipline to stick to their plan, I failed to voice my optimism for the yet-to-come 2015 season as I finished the article.  Now World Series champions, my...

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Matt Abels

Most of you probably opened your 3rd quarter investment statements and were disappointed and, potentially, a bit worried. We saw a lot of volatility over the past few months, and it was hard to miss the headlines, especially the day the Dow Jones Industrial Average (DJIA) opened down 1,000 points on August 24th. I was at home the morning of August 24th waiting to take my kindergartener to her first day...

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