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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.

Riverfront, Midtown, Blackstone, North Omaha, Aksarben, West Maple, West Farm, West Dodge near 192nd, growth is everywhere, and that’s only a fraction of the development around town. There is much to be proud of and excited about here in our community. That same growth and excitement can be found even further to the west of us on the gridiron. The mindset of Husker-nation has taken an up tick in confidence...

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I am a self-proclaimed member of what I like to call the “Van Clan”. No, I’m not part of the adventurous group of people that travel around the world in campervans. My wife and I just have a plain old minivan that we carry our three kids around in. Although not the coolest of vehicles, I’ll admit that it’s extremely practical, and the sliding doors are nice. However, our...

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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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One of the most popular retirement plans is the beloved 401(k). This allows participants of the plan to make pre-tax or Roth contributions during their earning years. Also, employers generally will match contributions up to a certain percentage, giving the employees a major incentive to contribute. As of March 31, 2018, 401(k) plans held an estimated $5.3 trillion1 in assets. The “good old days” of pensions are gone, and it’s up...

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When it comes to retirement, the traditional pension slowly is becoming extinct. But for those who still have one, it’s a huge benefit and, typically, a key part of their retirement plans. There’s usually a number of decisions to make about how you take the pension. You often have the option to elect a lump sum payment or an income stream. If you take the income stream, you...

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Fall has arrived, and football season is upon us. The kids are going “back to school” or off to school for the first time. As a parent of a 19-month-old and a three-and-a-half-year-old daughter, it seems like we have plenty of time to save for future education goals. However, they grow up fast, and time seems to get away from us if we do not have a plan in place. There are...

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Waaaaay back in 2003, the most money an individual could pass to their heirs without the burden of federal estate taxes was a measly $1 million. Today, the limit is $11.18 million. A married couple can pass just over $22 million free of Federal Estate Tax. Less than one in 10,000 estates will need to worry about paying estate taxes today. Only the truly wealthy need to worry about planning...

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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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