February 2022 – Foster & Motley

A Chat About Investment Sectors with Thom Guidi, CFA

By fostermotleywealthlife | February 23, 2022

To truly understand the stock market, it is important to understand how stocks are divided into different sectors. Having a grasp on these sectors can benefit you in the long run.

In this episode, Thom Guidi, CFA, discusses how to identify which stocks belong within each of the 11 stock market sectors and why it matters. Also, learn how Foster & Motley makes it easy for their clients to see what sectors their stock investments are in.

Thom shares more about:

The 11 stock market sectors (according to GICS)
Investors managing their own money
The benefits of using sectors in your investment process
And more!

Resources:

A Podcast about Wealth and Life

Connect With Thom Guidi:

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A Conversation About 2021 and What’s Ahead with Zach Horn, MBA, CFP®, CMFC® and Nick Roth, CFP®

By fostermotleywealthlife | February 22, 2022

It’s 2022 and everyone is still dealing with the impact of COVID-19 along with many other changes that affect your financial life. But, at Foster & Motley, they continue to adapt in new ways to help their clients keep moving forward.

In this episode, Zach Horn, MBA, CFP®, CMFC®, and Nick Roth, CFP® discuss the continued growth within the company and with client relationships. They also touch on some exciting things that are ahead for 2022.

Nick and Zach share more about:

How they have adapted to provide ongoing service to their clients
The major themes to come out of the year 2021
What to look forward to in 2022
And more

Connect With Nick Roth & Zach Horn:

In this episode, Zach and Nick share about several ratings and rankings that Foster & Motley received in 2021, see below for more information on each:

Finalist in Cincinnati Business Courier’s Best Places to Work for 2021
Advisory HQ’s List of 12 Best Financial Advisors in Cincinnati
FA Magazine’s Annual ranking of RIAs where Foster & Motley was included in the top 240
CNBC FA 100 National ranking which included Foster & Motley for the 3rd year in a row

Disclosure:

Ratings and rankings from publications and rating services are not a guarantee of future investment results and are not intended as a testimonial or endorsement of Foster & Motley as an investment advisory firm. Foster & Motley did not pay a fee for any of the ratings or rankings mentioned. The criteria and formulas used by publications to rate and rank an investment adviser are generally based on data provided by the advisory firm, and not all investment advisers provide data. Each publication provides details regarding the criteria they use. Please refer to FosterandMotley.com for criteria specific to each rating or ranking.

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A Chat About Our 2022 Podcast Season With Joe Patterson, CFP®

By fostermotleywealthlife | February 9, 2022

After a year of discussing all things wealth and life, it is time to venture into more condensed conversations with our new short series. Don’t worry, we’ll still give some topics the full 30 minutes they deserve, but we’re adding in some 10 minute or less episodes as a quick hit on more focused topics too.

In this episode, Joe Patterson, CFP®, discusses the plan behind Foster & Motley’s new short series, as well as their reason for the podcast. Joe shares who you will be hearing from this season and what you can do to join the conversation.

Month: February 2022