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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.

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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Complexity is sometimes a necessary evil in estate planning. However with individual estate tax exemptions now more than $11,000,000, indexed to inflation, and portable between spouses, many families will find that existing complexity in their wealth succession plans is no longer necessary. Potentially, it could be counter-productive. An “audit” of the family’s wealth transfer plan by a qualified estate planning attorney may identify opportunities to simplify or eliminate existing irrevocable...

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Chances are, you have been asked either to help one of your clients with their personal finances or to recommend a counselor to them. The problem is, all advisors look alike on paper. So how do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line? Here are five things you should consider before referring your client to a...

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Tax-deferred investment vehicles such as traditional IRAs and 401(k)s are excellent tools for storing and growing dollars for retirement. Getting a tax break with the initial contribution and having those dollars grow accordingly helps folks navigate life once careers come to a close. However, investors must be mindful, that, upon withdrawing these assets in retirement (or at least after age 59.5), Uncle Sam is going to want his money. Distributions at that...

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In June 1980, Universal Studios released the movie “The Blues Brothers” starring Dan Ackroyd and John Belushi. I wanted to see it in the worst way. However, I was eleven years old and the movie was rated R. It wasn’t until years later that I finally got to see the movie which, if you love music, is full of great songs and musical artists, as well as some good laughs....

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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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