• (800) 798-1012
  • Events
  • Log-in
Foster Group
  • Home
  • Who We Serve
    • Back
    • Individuals and Families
    • Doctors, Dentists, and Healthcare Professionals
    • Accountants, Attorneys, and Insurance Professionals
    • Business Owners and Executives
    • Institutions
    • Company Retirement Plans
  • Who We Are
    • Back
    • Who We Are
    • Our Guiding Principles
    • Our People
    • Fiduciary
    • Foster Group History
    • Awards and Recognition
    • Community Involvement – OLD
    • Zero Alpha Group
    • VIEW
  • Investment Approach
  • Insights
  • Contact
    • Back
    • Contact
    • Media Relations
    • FAQ
  • Log-in
  • Events
  • (800) 798-1012
  • Events
  • Log-in
  • Foster Group
  • Home
  • Who We Serve
    • Individuals and Families
    • Doctors, Dentists, and Healthcare Professionals
    • Accountants, Attorneys, Insurance Professionals
    • Business Owners and Executives
    • Institutions
    • Company Retirement Plans
  • Who we are
    • Our Guiding Principles
    • Our People
    • Fiduciary
    • Foster Group History
    • Awards and Recognition
    • Community Involvement
    • Zero Alpha Group
  • Investment Approach
  • Insights
  • Contact
    • Contact Us
    • Media Relations
    • FAQ

White Papers

  • Home
  • White Papers
  • Portability in Action White paper

Portability in Action White paper

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to email this to a friend (Opens in new window)
View Fullscreen

Recent Posts

  • Predictable Success vs. Predictable Disappointment
    by Kent Kramer
    12/05/2018
  • Discover the Many Uses of Donor Advised Funds
    by Walt Mozdzer
    11/30/2018
  • Why Does the Value of Bonds Fall When Interest Rates Go Up?
    by Matt Moklestad
    11/21/2018
  • Nervous About the Market? Maybe You Need a Lifeboat?
    by Ross Polking
    11/19/2018
  • Are You Advancing Your Portfolio with Science?
    by Kent Kramer
    11/09/2018

Archives

  • December 2018 (1)
  • November 2018 (8)
  • October 2018 (4)
  • September 2018 (4)
  • August 2018 (3)
  • July 2018 (4)
  • June 2018 (7)
  • May 2018 (4)
  • April 2018 (4)
  • March 2018 (3)
  • February 2018 (3)
  • January 2018 (2)
  • December 2017 (2)
  • November 2017 (3)
  • October 2017 (2)
  • September 2017 (4)
  • August 2017 (5)
  • July 2017 (3)
  • June 2017 (4)
  • May 2017 (2)
  • April 2017 (3)
  • March 2017 (5)
  • February 2017 (3)
  • January 2017 (4)
  • December 2016 (5)
  • November 2016 (4)
  • October 2016 (5)
  • September 2016 (6)
  • August 2016 (4)
  • July 2016 (5)
  • June 2016 (5)
  • May 2016 (4)
  • April 2016 (5)
  • March 2016 (4)
  • February 2016 (5)
  • January 2016 (5)
  • December 2015 (7)
  • November 2015 (6)
  • October 2015 (7)
  • September 2015 (3)
  • August 2015 (6)
  • July 2015 (5)
  • June 2015 (5)
  • May 2015 (3)
  • April 2015 (5)
  • March 2015 (5)
  • February 2015 (4)
  • January 2015 (5)
  • December 2014 (4)
  • November 2014 (2)
  • October 2014 (5)
  • September 2014 (3)
  • August 2014 (6)
  • July 2014 (4)
  • June 2014 (4)
  • May 2014 (4)
  • April 2014 (5)
  • March 2014 (2)
  • February 2014 (2)
  • January 2014 (4)

Categories

  • Generosity (14)
  • Uncategorized (99)
  • Wealth Creation (44)
  • Wealth Enhancement (63)
  • Wealth Preservation (76)
  • Wealth Protection (11)
  • Wealth Transfer (21)

Tags

Active Management Advanced Financial Planning Avoiding capital gains tax Balanced portfolios capital losses Charitable Giving Diversification Donating Assets Donor Advised Funds Estate Planning Financial Behavior of Women Financial Checklist Financial New Years Resolutions Financial Planning Generosity Giving Investment Best Practices Investment losses Investment Strategies Long-Term Success market downturns mission offset capital gains Portfolio Longevity Portfolio Strategy Relationship Management Request a Second Opinion Request Information Retirement Planning Retirement Plans Roth 401k Roth IRA Structuring Generosity Tax tax loss harvesting Traditional 401k Trusted Advisor values vision wash-sale rule Wealth Enhancement Wealth Preservation wealth protection Wealth Transfer Withdrawal Strategy
  • Foster Group
  • West Des Moines, IA
  • Omaha, NE
  • Phone: 515-226-9000
  • Toll Free: 800-798-1012
  • Fax: 515-224-4970
  • © 2019 Foster Group, Inc. All Rights Reserved
  • Privacy Policy
  • Legal
  • Sitemap
  • Cookie Settings
Financial Planning Top 150 RIA 2016 CNBC 2015 Top 100 fee-only wealth manager Center for Fiduciary Excellence

Please review Important Disclosure Information set forth in the last section of this web site.

Cookies

We use cookies to improve your experience and analyze user behavior. By continuing to use this site, you consent to our use of cookies.

Accept
Read more
Change Settings
Cookie Box Settings
Cookie Box Settings
Select which cookies you will allow this site to use:
  • Block all
  • Functionality
  • Analytics
  • Advertising

  • Essential cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

  • Functionality cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.

  • Analytics cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.

  • Advertising. cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.

Save & Close
loading Cancel
Post was not sent - check your email addresses!
Email check failed, please try again
Sorry, your blog cannot share posts by email.