Month: February 2023
Are Stock Market Corrections Normal? With Mark Motley, MBA, CFA, and Joe Patterson, CFP®

Are Stock Market Corrections Normal? With Mark Motley, MBA, CFA, and Joe Patterson, CFP®

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What goes up often comes down. It’s just a matter of how far and how fast the decline. Stocks are no exception. 

In this episode, Mark Motley, MBA, CFA, and Joe Patterson, CFP®, talk about stock market corrections and bear markets.

Mark and Joe share more about:

  • A definition of stock market corrections and bear markets
  • The history of markets in terms of frequency, depth, and recoveries
  • The history of bear markets for balanced portfolios
  • Reasons why bear markets and market corrections matter
  • And more

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Is Your Cash Working for You? With Thom Guidi, CFA

Is Your Cash Working for You? With Thom Guidi, CFA

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What has your money done for you lately? The times are changing and interest rates are rising. 

In this episode, Thom Guidi, CFA, talks about ways to put your cash to work, whether that’s money you have set aside for an emergency or  cash saved for spending you anticipate in the next year or so. 

Thom shares more about:

  • Why cash yields are a topic of conversation right now
  • Your unique uses for cash
  • Where to look for the best interest rates on cash
  • And more

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Why Are Two Advisors Better Than One? With David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®

Why Are Two Advisors Better Than One? With David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®

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Sometimes two is better than one, and that’s the philosophy at Foster and Motley, where financial planners and investment managers work side by side with you.

In this episode, David Nienaber, MBA, CPA, CFP®, and Ryan English, MBA, CFA, CPA, CFP®, discuss how their dual-advisor approach helps ensure their advice truly is personalized to each client’s unique circumstances and goals.

David and Ryan share more about:

  • How financial planning and investment management are different but complementary professions
  • The Power of &
  • Ways the dual-advisor approach benefits the client
  • And more

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