Month: November 2022
A Chat About Portfolio Income With Thom Guidi, CFA

A Chat About Portfolio Income With Thom Guidi, CFA

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The investments in your portfolio usually grow. At least that’s the goal. But those investments may also generate income. So what is portfolio income and what role can it play, especially in retirement?

In this episode, Thom Guidi, CFA, discusses the importance of portfolio income and the impact of portfolio income in a down market.

Thom shares more about:

  • Where portfolio income comes from
  • The impact of portfolio income in a down market
  • Bonds versus stocks income
  • The tax impact on portfolio income
  • And more

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A Conversation About Giving Back

A Conversation About Giving Back

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There never seems to be enough time, until you share it. The same can be true for treasure and talent. The people at Foster and Motley value all of these, and some of those people are here to share how they give back a bit of their time, treasures, and talent.

In this episode, you will hear from people across the organization about the non-profits they are involved with, and what that investment means for their life.

Members of the Foster & Motley team share about:

  • The non-profits they invest in and the impact it has on their personal and professional life
  • The community outreach programs that these organizations provide
  • The team’s personal connections to these organizations
  • And more

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A Conversation About Charitable Giving and Taxes with Emily Diaz, MAcc, CPA, CFP®

A Conversation About Charitable Giving and Taxes with Emily Diaz, MAcc, CPA, CFP®

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Charitable giving is good for the soul. But it may also be good for your taxes.

In this episode, Emily Diaz, MAcc, CPA, CFP®, will run through the basics and the benefits of charitable giving. 

Emily shares more about:

  • The most common way to give charitable gifts
  • Why you only get a deduction if you’re itemizing on your tax return
  • Examples of tax-efficient giving
  • And more

Resources:

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A Conversation About Interest Rates With David Nienaber, MBA, CPA, CFP®, and Rachel Rasmussen, MBA, CFA, CDFA®

A Conversation About Interest Rates With David Nienaber, MBA, CPA, CFP®, and Rachel Rasmussen, MBA, CFA, CDFA®

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We are in a period of significant change with interest rates and it’s happened in a period of about six months. 

In this episode, David Nienaber, MBA, CPA, CFP®, and Rachel Rasmussen, MBA, CFA, CDFA®, talk about how inflation is impacting many areas of people’s finances.  

David and Rachel share more about:

  • How inflation impacts the decision to stay in your home or to move
  • How people have been dealing with higher borrowing costs
  • Why it’s time to re-evaluate your cash
  • How interest rates can put pressure on stock prices 
  • And more

Resources:

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