August 2022 – Foster & Motley

A Chat About Benchmarks with Thom Guidi, CFA

By fostermotleywealthlife | August 31, 2022

So you think your investments are doing well, or perhaps you think they are performing poorly. But compared to what?

In this episode, Thom Guidi, CFA, explains what a benchmark is and shares some examples. He also talks about why it’s important to review your performance compared to benchmarks.

Thom shares more about:

Why benchmarks are important
What types of benchmarks Foster & Motley uses and why
Foster & Motley’s approach to performance presentations
And more

Resources:

Connect With Thom Guidi:

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A Chat About 529 Accounts and College Planning with Nick Roth, CFP®

By fostermotleywealthlife | August 17, 2022

Have you considered opening up a 529 account? There may be more to consider than you realize!

In this episode, Nick Roth, CFP®, will help you understand some of the general rules and benefits behind 529 accounts. He also shares the impact that 529 accounts can have on an individual’s eligibility for financial aid.

Nick shares more about: