Month: October 2022
A Conversation About The History of Foster & Motley with Dave Foster and Mark Motley

A Conversation About The History of Foster & Motley with Dave Foster and Mark Motley

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Peanut butter and jelly, Laverne and Shirley, Foster and Motley. All of these iconic pairs have changed the game in their own right.

For more than a year, the financial planners and investment managers at Foster and Motley have shared their knowledge and insights on this podcast. But how did the firm come to be?

In this episode, Dave Foster and Mark Motley share how they started their careers in finance and built a successful business relationship with each other. Dave and Mark walk down memory lane to share insight into how they have run their business, maintaining its success through the years. 

Dave and Mark share more about:

  • The history of their relationship, including how Foster & Motley was formed
  • Why company growth has never been a driving goal for Dave and Mark
  • How they’ve built their team to meet the needs of clients
  • Historic shifts and challenges in the market that Foster & Motley have faced head-on
  • And more

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A Conversation About Financial Independence Analysis with Thom Guidi, CFA, and Luke Hail, MBA, CFP®

A Conversation About Financial Independence Analysis with Thom Guidi, CFA, and Luke Hail, MBA, CFP®

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True financial independence is when you’re working because you want to and not because you have to. Understanding what you have and what your goals are is the first step to becoming financially independent. 

In this episode, Thom Guidi, CFA, and Luke Hail, MBA, CFP®, discuss what it means to be financially independent and provide you with four actionable steps to help you move closer to your goal of financial independence.

Thom and Luke share more about:

  • What makes you financially independent
  • How to know when you are financially independent
  • How to maintain your financial independence
  • And more

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A Market Update For The Third Quarter With Mark Motley, CFA

A Market Update For The Third Quarter With Mark Motley, CFA

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In the third quarter of 2022 the bear market resumed, making this the longest lasting decline since 2009. Since our last update, we saw the stock index go down by 5% affecting everything from investing to buying and selling property. 

In this episode, Mark Motley discusses the progression of the stock market since the second quarter update. He dives into how mortgage rates have been affected by this change along with many other impacts in the market. 

Mark Motley shares:

  • How entering a bear market has affected the stock market
  • The current inflation level and how you can adapt to this rise
  • How the war between Russia and Ukraine has affected our markets along with the change in imports and exports
  • And more

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