How Tax Strategy Fits into Your Financial Plan

How Tax Strategy Fits into Your Financial Plan

Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.

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Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty...

10 Huhti 24min

Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets

Investing through Uncertainty: Our Perspective on the Iran Conflict and Markets

Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on...

25 Maalis 13min

A New Chapter for Financial Perspectives with Gretchen Muller

A New Chapter for Financial Perspectives with Gretchen Muller

In this episode of Financial Perspectives, Kent Kramer introduces Gretchen Muller, Foster Group’s Director of Communications. Gretchen shares her background in investment research, teaching, and commu...

18 Maalis 15min

Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan

Market Volatility in 2026: Don’t Let Headlines Drive Your Financial Plan

In early 2026, concerning headlines feel nonstop and uncertainty can make investors wonder, "should I adjust my financial plan?" In this episode, Gretchen Muller and Kent Kramer discuss how to separat...

14 Helmi 21min

Cybersecurity in 2026: Phishing, AI, Deepfakes, & IoT

Cybersecurity in 2026: Phishing, AI, Deepfakes, & IoT

Cybersecurity is evolving fast and phishing remains one of the most common and costly threats. In this episode, Gretchen Muller & Kate Juelfs break down what modern scams look like in 2026.We share pr...

19 Tammi 23min

Year-End Giving Checklist: Make Every Gift More Intentional

Year-End Giving Checklist: Make Every Gift More Intentional

Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a pract...

15 Joulu 202513min

Why Market Highs Aren't a Reason for Worry

Why Market Highs Aren't a Reason for Worry

In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, l...

17 Marras 202512min

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