As an investor, it is helpful to understand the yield curve. Its movements are tied to economic growth, monetary policy, and inflation which impact investment portfolios. In this episode, Ryan Engli

Insurance is not just for when you pass away. It’s to protect against catastrophic life events. In this episode, Tony Luckhardt, MBA, CFP, CRPC®, discusses the many types of insurance and how some of

The first half of 2022 was the worst first half of a year for stocks in over 50 years, with the fear that inflation was right around the corner.  In this episode, Mark Motley, CFA, shares a brief mark

A balance sheet can be  a useful tool in personal finance to inventory your assets and track growth over time. In this episode, Joe Patterson, CFP®, explains the benefits of using a balance sheet and

Protecting yourself in today’s world is more important than ever. Being proactive in developing security habits can give you a sense of comfort when it comes to your financial data. In this episode, 

There is not a simple or succinct definition of value investing.  Generally put, it is a style of investing that is in contrast to growth investing and considers valuation measures when determining st

Private investments are different from publicly traded investments like stocks  and bonds. They’re limited to a certain type of investor and have a unique set of considerations.  In this episode, Rach

As you approach retirement, bonds are likely to become a more significant part of your asset allocation. Typically, bonds, traditional or alternative,  are a more stable way to generate cash flow to r

Balance is a tricky thing. Something that is balanced today may not maintain its balance; take investment portfolios, for example. When Foster & Motley begins working with a client, they balance their

Your health savings account may be more important and more flexible than you realize. While it was created to help people set aside funds for health care costs, the value doesn’t stop there.  In this