Foster Group

We are honored to share that Foster Group was recently voted winner in the Des Moines Business Record's 2024 Best of Des Moines in the “Best Wealth Management Company” category. 🌟🎉

Our CEO, Buck Olsen, says “Foster Group being listed as winner on the Business Record’s 2024 Best of Des Moines list is a testament to all of our team members who are committed to building strong relationships and doing everything possible to create a positive client experience.”

Please see Important Advertising Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/advertising-disclosure/.

Best of Des Moines: 2024 Winners - Business Record Compiled by Mathany Ahmed and Emily Barske Wood As we do each year, we asked our readers to cast votes for what Des Moines has to offer in a variety of business-related categories. These businesses make up an ecosystem in our region that supports the local economy and the community at large.  Here....

We are thrilled to introduce Sydney, Samantha, and Niko as the newest additions to the Foster Group family! 🌟

Please join us in giving them a warm welcome and wishing them great success in their new roles. We are excited to see the amazing contributions they will bring to Foster Group!

Check out their website bios here: https://www.fostergrp.com/our-team/

The team at Foster Group has worked hard to earn a trusted reputation. We're honored to share that our certification with CEFEX, the Centre for Fiduciary Excellence, has been renewed! Since 2007, our commitment to excellence and trust has been recognized by the Centre for Fiduciary Excellence.

As the only firm in Iowa and Nebraska with this longstanding certification, we remain dedicated to providing the highest standard of service and integrity. Thank you to our team and clients for being an integral part of this journey.

Learn more about CEFEX by visiting: https://www.cefex.org/index.shtml

CEFEX | Fiduciary Excellence at Investment Advisory Firms CEFEX certifications can now include verification of a service provider’s Cybersecurity practices to help grow trust with clients. Read more about CEFEX's DOL Cybersecurity Verification

We are excited to announce the launch of Foster Group's Invested in Women initiative! 🌟 Designed by the women of Foster Group, this program embodies our belief in the transformative power of collaboration, connection, and communication.

Our mission is to encourage women to lead financially confident lives. We want to invest in women by providing opportunities for financial education, solutions, and connection.

Join the Invested in Women Community by signing up to receive exclusive articles, insightful webinars, and engaging events—all crafted by the women who may understand your financial journey best.

https://www.fostergrp.com/invested-in-women/

Invested in Women at Foster Group We encourage women to lead financially confident lives. Invested in Women was designed by the women of Foster Group, this program embodies our belief in the transformative power of collaboration, connection, and communication.

Our esteemed founder and chairman, Jerry Foster, recently graced The Iowa Podcast alongside Mary Andringa, Chair Emeritus at Vermeer Corporation. Their conversation in the episode "Making the Most of Phase Three" explored the art of intentional planning for life's 'Finish Phase,' imparting wisdom on how to navigate this pivotal time with purpose and fulfillment. 🎙️🌟🙌

You can catch the full episode here:
https://iowapodcast.com/andringa-foster-third-phase/

Making the Most of Phase Three with Mary Andringa and Jerry Foster Share with your friendsIn this episode of the Iowa Manufacturing Podcast, we explore the three distinct phases of life: Foundation, Framework, and Finish. The Foundation phase, encompassing the first 25 years, is where our values and character are shaped. During the Framework phase, we experience pe...

We are thrilled to share another successful collaboration with UnityPoint Health - Des Moines. Together, we pedaled with purpose in the month of August for the Cycle for Compassion, turning every mile into a pledge for the Compassion Fund. 🚴‍♂️💗

A heartfelt thank you to every participant who rode with us to help make a difference and in encouraging lives of meaning and generosity! 🌟

This , we'd like to give a special shout out to Foster Group for hosting a fundraising event, Cycle for Compassion, and raising $1,000 for the Compassion Funds. Their donation will help patients and families with the not-so-little things like gas, lodging and so much more! Thank you, Foster Group, for sharing your generosity to our hospitals.

In honor of National 401(k) Day, we wanted to share the top four questions clients often ask Josh Pirtle as a 401(k)-plan advisor. Our goal at Foster Group is to help you feel confident and empowered in your retirement planning.

Top Four Questions About 401(k) Plans | Foster Group Retirement planning is a journey, and it is natural to have questions along the way. Here are the top four questions clients often ask me as a...

Listen and follow our Financial Perspectives: The Podcast, where we dive into the latest market trends, investment strategies, and economic insights. 📈

🎧 Listen, learn, and lead in your financial journey with us.

Financial Perspectives: The Podcast | Foster Group Listen to Foster Group's Financial Perspectives: The Podcast | Foster Group podcast on Apple Podcasts.

This Labor Day, let's take a moment to honor the hard work and achievements of workers across the nation.

As we enjoy this day of rest, remember that every job, no matter how big or small, contributes to the larger tapestry of our economy and well-being. Here's to the workers who make it all possible – Happy Labor Day! 🎉

We have four Foster Group employees work anniversaries to celebrate in August! One is none other than our founder!🎉

- Jerry Foster | 35 years
- Matt Abels | 11 years
- Jacob Belzer | 5 years
- Jessica Brown | 2 years

We are happy to have you on our team!! 💙

Is it Possible to Stop Worrying About Money?

Jason Brown shares 5 things we tend to worry about related to money, but perhaps wish we no longer had to. Do any of them resonate with you?

Is it Possible to Stop Worrying About Money? Jason Brown, Director of Advisor of Success at Foster Group, asks the common question if it is possible to stop worrying about money. Below, are some things we worry about related to money, but perhaps wish we no longer had to.

The official acceptance of our Des Moines Corporate Games trophy. Thanks to Brittany and Ben for attending.

Ashlee Vieregger, Senior Lead Advisor, leads by example by serving on the Big Brothers Big Sisters of Central Iowa Board. She has served on the board since 2020.

Big Brothers Big Sisters of Central Iowa seeks to ignite the power and promise of youth through one-to-one mentoring relationships, serving youth and families in Polk, Dallas, and Warren counties.

Learn more about BBBSIA: https://www.bbbsia.org/

Foster Group recently hosted a Flower Bouquet Building & Networking Event with Rose Farm. We had an amazing time learning about their beautiful flowers and bouquet-building tips. It was a fantastic opportunity to enjoy spending time with all of the wonderful ladies who attended!

Pictured below left to right:
- Sherrae Hanson with Denman & Company LLP
- Jamie Adams with Central Bank
- Kassidy Rinderknecht with Foster Group
- Kate Juelfs with Foster Group
- Kasey Vogel with BrownWinick Law Firm

Log your miles for Cycle for Compassion and help make an impact. 🚴

Another fun and exciting year of the Des Moines Corporate Games has wrapped up. Foster Group is happy to share that we are the 2024 Division 5 winners!🏆🥇👏

Who did it best: Remco Evenepoel winning an Olympic Gold or Alex Battani riding to work on Cycle to Work Day?

Foster Group has again teamed up with UnityPoint Health - Des Moines to raise money for the Compassion Funds.

Get those miles in for Cycle for Compassion by logging them here:
https://www.fostergrp.com/cycle-for-compassion

Marcus Iwig, Senior Lead Advisor at Foster Group, explains when it comes to budgeting, there can be some fun benefits outside of the normal spend less, save more mantra.

Three Fun Budgeting Benefits Marcus Iwig, Senior Lead Advisor at Foster Group, shares how he has found some fun benefits to budgeting outside of the normal spend less, save...

The clients that seem to be enjoying their retirement the most tend to spend their time intentionally.

Caleb Brown, outlines some very practical “do’s” for spending your retirement leisure time in his article.

Retirement: Living Well and Fully Living Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.

Brad Rempe, CFP®, AIF®, Senior Lead Advisor, reflects on the last seventeen years at Foster Group and shares his six key benefits of having close advisor-client relationships.

Six Key Benefits to A Close Advisor-Client Relationship Brad Rempe details how over the last seventeen years of working at Foster Group he has reflected on six key benefits to a close advisor-client relationship.

This foursome braved the heat to golf in the Des Moines Corporate Games event today and came away with first place! 🥇🏌️⛳️

We have 11 Foster Group employees with work anniversaries to celebrate in July! 🎉

- Jon, 17 years

- Marcus, 13 years

- Caleb, 10 years

- Jason, 8 years

- Wade, 7 years

- Ryne, 7 years

- Kyle, 5 years

- Kaylyn, 2 years

- Stasos, 2 years

- Lindsey, 1 year

- Josh, 1 year

We are happy to have you on our team!! 💙

Zach, Brittany, Garrett, Heather, Gabrielle, Nikki, and Ethan took time out of their busy schedules to volunteer at the Meals from the Heartland.

Thank you for continuing to give back to the community!

Jazz music is intuitive, creative, and organic. It can be argued that it is also one of the most difficult forms of music to play.

Jon Evans, CFP®, AIF®, Lead Advisor - Business Development, shares how learning to play great music and optimizing your finances both require building from a fundamental base. 🎷🎶

Read Jon's full article here:
https://content.fostergrp.com/playing-jazz-and-your-finances/

Playing Jazz and Your Finances Successfully playing jazz starts with fundamentals. The same is true of our personal finances.

Check out the Foster Group July Chart of the Month where Michael Westphal, CFA®, Director of Investments, talks international stocks and diversification.

Chart of the Month – July 2024 International Stocks – Are they necessary? At Foster Group, one of our core principles is to avoid predictable mistakes.

Putting money aside for unforeseen circumstances isn't exciting. Yet, its importance cannot be overstated. Andy Mullan, CFP®, Lead Advisor at Foster Group, explains how an emergency fund can be beneficial for those unexpected expenses.

The Significance of an Emergency Fund An emergency fund is not merely about setting money aside; it's about cultivating peace of mind and stability when life throws unexpected...

🎉 **June Work-a-versaries!** 🎉

We have 8 employees, spanning 22 years of dedication to Foster Group that we want to recognize! Please join us in congratulating our employees on their anniversaries:

- Brent, 22 years

- Joe, 21 years

- Seth, 11 years

- Tim, 10 years

- Blake, 3 years

- Ashlee, 3 years

- Jack, 3 years

- Gabrielle, 2 years

We are happy to have you on our team at Foster Group! 💙

Today, we honor Juneteenth – a day that marks a pivotal moment in history, the emancipation of enslaved African Americans in the United States.

Let's use this day to reaffirm our dedication to building a diverse and equitable environment, where every voice is heard and valued.

Rolling Over a Significant 401k or Retiring?

Transferring the accumulated wealth in a large 401(k) portfolio into a personal IRA creates a new array of choices, risks, and opportunities. Clear, experienced guidance may be needed, as well as evidence-based planning and investment options. All with your best interests in mind.

To learn more, visit https://ow.ly/W4ct50Sijnh.

Our Services | Foster Group | Serving Des Moines, IA & Omaha, NE Foster Group provides specialized services specific to individuals and institutions. Our service offerings are crafted for your goals and objectives.

Ashlee Vieregger shares how the magic of writing a letter could help convey your intentions to a beneficiary in her latest blog. Learn more. 💌

The Magic of Writing a Letter Recently, I sat down with a family patriarch who is a successful business owner. He had plans to leave money in a trust to his grandchild. I suggested the magic of a letter and how he could share the story with her.