Month: June 2022
A Chat About Balance Sheets with Joe Patterson, CFP®

A Chat About Balance Sheets with Joe Patterson, CFP®

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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 some actionable next steps for creating a personal balance sheet.

Joe shares more about:

  • A definition of a balance sheet
  • Why the balance sheet is one of our core client reports
  • How your balance sheet connects to your estate plans
  • And more

Resources:

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A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®

A Chat About Cybersecurity in the Financial World with Emily Diaz, MAcc, CPA, CFP®

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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,  Emily Diaz, MAcc, CPA, CFP®, provides some reminders about ways to protect your information and shares new resources that are available to help increase the security of your financial information.  

Emily shares more about:

  • Three important practices for protecting and securing your financial data
  • Tips for protecting your sensitive data when using the internet
  • Tricks for protecting your hard copy financial data
  • And more

Resources:

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A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA

A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA

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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 stock selection. 

In this episode of the Foster & Motley podcast, Thom Guidi, CFA, and Mark Motley, CFA, discuss the ins and outs of value investing and why it’s an important piece of Foster & Motley investment approach. 

Thom and Mark share more about:

  • The father and grandfather of value investing
  • A definition of value investing
  • The history of value investing
  • Pitfalls to this strategy of value investing 
  • And more

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A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®

A Chat About Private Investments with Rachel Rasmussen, CFA, CDFA®

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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, Rachel Rasmussen, CFA, CDFA®, discusses the lesser known topic of private investments. She references specific examples of private investments and explains how some investors can target a wider range of opportunities than the public markets.

Rachel shares more about:

  • A definition of private investments
  • Types of private investments
  • Why private investments are a good fit for some portfolios
  • And more

Resources:

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