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LOG IN LOG IN Search clear selection Articles Presentations Resources Videos Recent Content SORT BY Title Author Date ORDER OLDEST NEWEST Retirement Happiness Category: Financial Planning » Behavioral Finance By Daniel Hawthorne 05/07/2024 What are the primary drivers of a happy retirement and overall wellness? The Market: The Original AI | Financial Perspectives Category: Investing » Foster Group Investment Principles » Apply Markets By Kent Kramer 05/06/2024 The acronym AI” has become synonymous with Artificial Intelligence. But what is Aggregate Intelligence"AI"? This week, Kent Kramer explains how trusting markets and harnessing their power and prices is a fundamentally sound way to invest. Chart of the Month – May 2024 Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments By Michael Westphal 05/02/2024 While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run. Five Ideas for Charitable Tax Savings Category: Financial Planning » Cashflow » Additional Resources By Walt Mozdzer 04/30/2024 Five ideas for integrating your finances and your philanthropy. Rates, Prices and Inventory: The Entire Housing Market Explained in About Two Minutes Category: Financial Planning By Guest Blogger 04/25/2024 The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in. Embracing Uncertainty Category: Investing » Foster Group Investment Principles » Accept Uncertainty By Kent Kramer 04/23/2024 Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time. 3 Reasons to Own Foreign Stocks … Now! | Financial Perspectives Category: Investing » Foster Group Investment Principles » Apply Markets By Kent Kramer 04/22/2024 You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect. Leave the Gift of Giving as part of your Estate Plan Category: Financial Planning » Charitable Giving By Zach Dalluge 04/16/2024 One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF). Passing on the Spirit of Generosity in a Tax Smart Manner Category: Financial Planning » Charitable Giving By Caleb Brown 04/09/2024 If you are giving to charities now or plan to in the future, you may possess the Spirit of Generosity.” How do you pass that Spirit of Generosity” on to your children and/or grandchildren? 1 2 3 … 73 Next Retirement Happiness Category: Financial Planning » Behavioral Finance By Daniel Hawthorne 05/07/2024 What are the primary drivers of a happy retirement and overall wellness? The Market: The Original AI | Financial Perspectives Category: Investing » Foster Group Investment Principles » Apply Markets By Kent Kramer 05/06/2024 The acronym AI” has become synonymous with Artificial Intelligence. But what is Aggregate Intelligence"AI"? This week, Kent Kramer explains how trusting markets and harnessing their power and prices is a fundamentally sound way to invest. Chart of the Month – May 2024 Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments By Michael Westphal 05/02/2024 While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run. Five Ideas for Charitable Tax Savings Category: Financial Planning » Cashflow » Additional Resources By Walt Mozdzer 04/30/2024 Five ideas for integrating your finances and your philanthropy. Rates, Prices and Inventory: The Entire Housing Market Explained in About Two Minutes Category: Financial Planning By Guest Blogger 04/25/2024 The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in. Embracing Uncertainty Category: Investing » Foster Group Investment Principles » Accept Uncertainty By Kent Kramer 04/23/2024 Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time. 3 Reasons to Own Foreign Stocks … Now! | Financial Perspectives Category: Investing » Foster Group Investment Principles » Apply Markets By Kent Kramer 04/22/2024 You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect. Leave the Gift of Giving as part of your Estate Plan Category: Financial Planning » Charitable Giving By Zach Dalluge 04/16/2024 One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF). Passing on the Spirit of Generosity in a Tax Smart Manner Category: Financial Planning » Charitable Giving By Caleb Brown 04/09/2024 If you are giving to charities now or plan to in the future, you may possess the Spirit of Generosity.” How do you pass that Spirit of Generosity” on to your children and/or grandchildren? A Conversation with Award-Winning Portfolio Manager Mary Ellen Stanek | Financial Perspectives Category: Investing » Foster Group Investment Principles » Advance with Science By Kent Kramer 04/08/2024 In this week’s special edition of Financial Perspectives, Kent Kramer has a conversation with 2022 Morningstar Outstanding Portfolio Manager award winner, Mary Ellen Stanek, who is managing director and co-chief investment officer of Baird. In this conversation, Kent and Mary Ellen cover everything from market history and trends to surprising interviews. The Promise of Small Beginnings Category: Financial Planning » Charitable Giving By Kent Kramer 04/08/2024 Spring and it’s emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others. Chart of the Month – April 2024 Category: Investing » Foster Group Investment Principles » Accept Uncertainty By Michael Westphal 04/03/2024 Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell. 1 2 3 … 55 Next ⯇ Return to fostergrp.com FILTER BY: Content Type Articles Presentations Resources & Tools Videos Financial Planning Behavioral Finance Cashflow Additional Resources Budget Spreadsheet Debt Reduction Charitable Giving CLT CRT DAF Qualified Charitable Distribution (QCD) Closely Held Business Business Entities Sale strategies and structures Valuation methods Education Planning 529 Plans Cost of Education Financial Aid Estate & Transfer Planning Advanced Techniques Estate Tax Gift Tax Living Will/Healthcare POA Power of Attorney Probate Process Trusts Wills Executive Compensation Concentrated Stock Positions Deferred Compensation Plans Equity Compensation Plans Stock Options Family Governance Family Education Family Meetings Mission, Vision, Values Insurance...