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.

“To Live, to Love, to Learn, to Leave a Legacy.” That subtitle of a book by Stephen R. Covey provides insight into our lives. Why is that last part so difficult? People’s eyes light up when they talk about how they want to impact the world, but mention estate planning, which is essentially preparing for the transfer of your “wealth” measured in financial and other terms, and, too often, the...

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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:
  • The Best and Worst Addictions – Page 1
  • Basics of Disability Insurance – Page 2
  • I Can't Spend All...

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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:
  • The Best and Worst Addictions – Page 1
  • Basics of Disability – Page 2
  • I Can't Spend All My...

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“I’ll Have What She’s Having!”  Not always the best idea when looking at Medicare options… This famous line, spoken by director Rob Reiner’s very own mother, Estelle, at Katz’s Deli in the romantic comedy, When Harry Met Sally, always makes me laugh.  When we are making big and small decisions, we often consult our friends.  Many times, we decide to take the path of least resistance by electing to make 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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Over spring break this year, my family took a trip to Disney’s Magic Kingdom.  It was truly magical, especially for our three young kids!  We saw characters and princesses, rode incredible rides, and experienced amazing performances and parades.  But, the most awe-inspiring element of the entire park was Cinderella’s castle.  As you walk toward the castle, you can’t help but be moved by the size of it.  It’s a beautiful, perfectly...

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By Bruce W. Baker of Nyemaster Goode

A. The Federal Government’s Share Current federal tax law imposes an estate tax on the value of taxable estates exceeding $5,490,000.  In computing the taxable estate, federal law allows an unlimited marital deduction for qualified transfers to a spouse, as well as an unlimited deduction for bequests to qualified charitable organizations.  After allowing deductions for these items and expenses associated with administration...

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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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April is one of the best months of the year because spring is in the air and includes my favorite event of the year, the Drake Relays. Watching some of the world’s best athletes compete in Des Moines, Iowa is simply magical. Not only are world class athletes in attendance, but athletes from colleges and universities, high schools, middle schools, and even elementary schools. I grew up running the 100 meter...

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