While we were all celebrating the holidays, Congress was busy making new tax laws and gifting us with approximately 100 new provisions to the Secure Act. Cant you feel the legislative love? In this

What goes up often comes down. Its just a matter of how far and how fast the decline. Stocks are no exception. In this episode, Mark Motley, MBA, CFA, and Joe Patterson, CFP, talk about stock marke

What has your money done for you lately? The times are changing and interest rates are rising. In this episode, Thom Guidi, CFA, talks about ways to put your cash to work, whether thats money you ha

Sometimes two is better than one, and thats the philosophy at Foster and Motley, where financial planners and investment managers work side by side with you. In this episode, David Nienaber, MBA, CPA

2022 was a challenging year for investments and for investors. In this episode, Mark Motley, MBA, CFA, shares a 2022 market update and looks ahead at what may unfold in 2023. Mark shares: A 2022 reca

Behavioral finance is an intangible topic that has to do with more of an investors underlying tendencies or biases, not necessarily the evaluation of an investment based on quantitative or qualitativ

When the markets are down, there may still be opportunities. In this episode, Joe Patterson, CFP, discusses a few ways that you can make the most of the current market environment. He touches on tax

The investments in your portfolio usually grow. At least thats the goal. But those investments may also generate income. So what is portfolio income and what role can it play, especially in retiremen

There never seems to be enough time, until you share it. The same can be true for treasure and talent. The people at Foster and Motley value all of these, and some of those people are here to share ho

Charitable giving is good for the soul. But it may also be good for your taxes. In this episode, Emily Diaz, MAcc, CPA, CFP, will run through the basics and the benefits of charitable giving. Emily