Month: April 2022
A Chat About a Retirement Hobby of Beekeeping with Dave Foster and Rachel Rasmussen, CFA, CDFA®

A Chat About a Retirement Hobby of Beekeeping with Dave Foster and Rachel Rasmussen, CFA, CDFA®

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Finding a hobby you enjoy can make retirement that much sweeter. 

In this episode, Rachel Rasmussen, CFA, CDFA®, and Dave Foster discuss his retirement hobby of beekeeping. Dave shares about how we got into it, how he has managed to grow his operation and why he enjoys it so much. 

Rachel and David also chat about:

  • When he started beekeeping and why
  • Maintenance of the hives
  • What benefits he gets out of the bees
  • And more

Connect With David Foster and Rachel Rasmussen:

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A Chat About Social Security with Luke Hail, MBA, CFP®

A Chat About Social Security with Luke Hail, MBA, CFP®

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If you understand the way Social Security works and how it’s funded, you will understand why the probability of it running out of money is extremely low. 

In this episode, Luke Hail, MBA, CFP®, discusses the Social Security system’s benefits and some key points to remember before taking Social Security.

Luke shares more about:

  • When Social Security was established and why
  • Retirement, disability, and survivor benefits provided by the Social Security Administration
  • What factors impact when you should begin taking retirement benefits through Social Security
  • And more

Connect With Luke Hail:

 

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A Market Update for the First Quarter of 2022 with Mark Motley, CFA

A Market Update for the First Quarter of 2022 with Mark Motley, CFA

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Some events make the world a different place, seemingly overnight. Since the invasion of Ukraine, it appears the Post-Cold War era is over and prior norms will not revert as long as Putin controls Russia. 

While much has changed in recent days, the benefits of Foster & Motley’s core investment strategy have not. Seeking to build all-weather portfolios has always been an important aspect of our investment team’s approach.

In this episode, Mark Motley, CFA, shares a quarterly market update, including how the Russian invasion of Ukraine has affected the global economy and in turn investors’ portfolios,  and what that means for you. 

Mark shares more about:

  • The economic impact of Russia’s invasion of Ukraine and subsequent sanctions
  • An update on US economic growth and unemployment
  • First quarter data on the stock market and bond index
  • How Foster and Motley’s approach to investing is playing out in the midst of the turmoil
  • And more

To read this market update: Click Here

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