UPCOMING WEBINAR
Weatherproof Your Wealth
Weatherproof Your Wealth: Steps to Be Better Prepared for Anything
A Practical Guide to Building a Resilient
Investment Portfolio
9/24/2025 | 11:30 AM – 12:00 PM
Financial Perspectives: Video Insights
Watch our video insights series that covers economic and financial market news, a wide range of personal financial planning ideas, and investment topics.
Latest Videos
Latest Videos
Watch our video insights series that covers economic and financial market news, a wide range of personal financial planning ideas, and investment topics.
2025 Year-End Tax Strategies
October 13, 2025
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what’s worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
OBBBA Explained
September 15, 2025
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
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AI Explained: Hype vs. Reality
August 18, 2025
AI is everywhere in the headlines — but how much is hype, and what’s real? Stephen de Man of Dimensional Fund Advisors joins Kent Kramer to explore AI’s history, opportunities, risks, and how to start using it responsibly.
2025 Estate Planning: New Tax Law & More
July 14, 2025
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
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PLEASE NOTE, if you are a current client of Foster Group, you are already subscribed.