Tag Archives: EstatePlanning

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



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

Resources:

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A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP®



Balance is a tricky thing. Something that is balanced today may not maintain its balance; take investment portfolios, for example. When Foster & Motley begins working with a client, they balance their portfolio based on several targets, but over time rebalancing is necessary to maintain those targets.

In this episode, Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP® explain their hands-on approach to rebalancing, and the importance of rebalancing across a household of accounts rather than individual accounts.

Ryan and Nick also talk about:

  • Two types of rebalances
  • The importance of rebalancing accounts
  • Why you don’t want one asset class to grow too big
  • And more

Resources:

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A Conversation About Charitable and Family Gifting with David Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®



Don’t make a charitable gift simply to get a tax deduction; make a charitable gift because it aligns with your goals. 

In this episode, Dave Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®, discuss two primary ways of transferring your wealth: charitable and family gifting. They also share what you should consider when giving based on your unique circumstances and goals; and that may not be what your friends are doing!

Dave and Joe share more about:

  • What to consider before gifting to charities or family
  • Why you should start with your goals, not tactics for your giving
  • Donor advised funds and other tools to support your charitable efforts
  • And more

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A Chat About Risk Tolerance with Ryan English CFA, CPA, CFP®



Many people’s instinct is to sell when the market takes a hit, but making those decisions based on emotion seldom has the best outcome. 

In this episode, Ryan English, MBA, CFA, CPA, CFP®, shares his insight on the importance of understanding and the questionnaire Foster & Motley uses to help determine their client’s risk tolerance. He explains how the risk tolerance questionnaire informs decisions about the client’s portfolio and investment policy statement. 

Ryan shares more about:

  • What a risk tolerance questionnaire is
  • The importance of understanding your risk tolerance
  • How age plays a role in your risk tolerance
  • And more

Resources:

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A Conversation About Estate Tax with Tony Luckhardt, MBA, CFP®, CRPC®, and Emily Diaz, CPA, CFP®



Estate tax doesn’t necessarily affect everyone, but for those it does impact, it can be a big deal. Also, the laws around it have changed several times, and are expected to again soon. 

In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Emily Diaz, CPA, CFP®, share about the history of estate taxes. They also provide insight on how people can plan ahead for gifting to loved ones which can help to minimize your estate tax bill.

Tony and Emily share more about:

  • What the difference is between an estate tax and an estate plan
  • Who needs to be concerned about estate taxes and why
  • How Foster & Motley can help you
  • And much more

Resources:

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