Search through our collection of insights and resources:

Our unique approach to investing is based on a solid academic foundation designed to lead to successful client experiences. This approach helps us come to a deeper understanding of the financial landscape, and helps clients reach their financial goals.

The results of our thinking on financial topics lives in these pages: a library of white papers, market commentary, and more, all designed to provide insights on financial planning in today’s marketplace, and to help you understand our firm.

A few years ago, our family decided to get a puppy.  Some would say that’s a great decision, while others would not (Who doesn’t love puppies?).  We thought it would be a fun addition to our family and give our kids a chance to learn some lessons in responsibility.  And learn we have! We’ve learned that legs of our kitchen chairs can be used as chew toys, socks left on the...

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We’ve all been there.  Stuck in traffic.  Blood pressure rising.  Four lanes apparently nowhere near enough to efficiently funnel all the vehicles to their intended destination.  You cannot fathom what in the world is causing this crawl of a pace.  In a desperate attempt to expedite your trip, you quickly weave into the paralleling lane that appears to be moving faster than yours.  Five seconds later, you are hitting the...

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We recently expanded our graphs section, providing review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy. We hope you’ll find these graphs helpful and informative. If you have any questions or suggestions, please let us know via email at info@fostergrp.com....

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Foster Group is honored to have worked with the Iowa Medical Society for the past 25 years offering investment management, advanced financial planning, and retirement plan consulting services. We invite you to come and experience all that Foster Group has to offer.

This Vectors & Viewpoints Edition includes:
  • Don’t Self-Diagnose – Page 1
  • Reinsurance: Approved as a New Investment for Foster Group Clients – Page...

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Foster Group is honored to have worked with the Nebraska Medical Association for the past eight years offering investment management, advanced financial planning, and retirement plan consulting services. We invite you to come and experience all that Foster Group has to offer.

This Vectors & Viewpoints Edition includes:
  • Don't Self-Diagnose – Page 1
  • Reinsurance: Approved as a New Investment for Foster Group Clients – Page...

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Depending on your stage of life, current needs, or level of complexity, your financial advisor must be adept at playing a few key roles. Coach I’ve had some good coaches in my life. One of the things they did consistently well was provide highly directive leadership. They told us what we would be doing in practice. They told us what we would be doing in a game. They told me what I...

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We recently expanded our graphs section, providing review of the monthly performance of various asset classes including benchmark indices and representative mutual funds used by Foster Group in the execution of our portfolio allocation strategy. We hope you’ll find these graphs helpful and informative. If you have any questions or suggestions, please let us know via email at info@fostergrp.com....

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By Monte L. Schatz of  Vandenack Weaver LLC

When the topic of estate planning comes to mind, most individuals think about the distribution of their assets at death.  The increased longevity of our population requires equal attention to diminished cognitive skills caused by dementia or other diseases that affect normal cognitive functioning. Dementia is a syndrome in which there is deterioration in memory, thinking, behavior and the ability to perform...

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Semper Paratus

Photo Source: https://upload.wikimedia.org/wikipedia/commons/thumb/5/57/Seal_of_the_United_States_Coast_Guard.svg/1024px-Seal_of_the_United_States_Coast_Guard.svg.png

Semper Paratus. Always Ready. The motto of the United States Coast Guard makes an excellent guide for each of us financially, as well. Be ready – be prepared for any circumstance. Financially, this starts by building and maintaining an emergency fund –easily accessible funds set aside to meet unexpected expenses. I, like many of my clients, like to do this via...

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