Tag: Financial Well Being

A Market Update for The Fourth Quarter of 2022 With Mark Motley, MBA, CFA

A Market Update for The Fourth Quarter of 2022 With Mark Motley, MBA, CFA

2022 was a challenging year for investments and for investors. 

In this episode, Mark Motley, MBA, CFA, shares a 2022 market update and looks ahead at what may unfold in 2023.

Mark shares:

  • A 2022 recap including data on returns over the year
  • Long-term considerations for investors
  • Insight on the possibility of a recession in the upcoming year
  • What 2023 may hold based on data and history
  • And more

Resources:

To read the full market update: Click here

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About Our Guest:

Mark Motley knows that a solid organization, and mission, is never built out of a place of scarcity. He also knows that no matter how deep your experience, or broad your connections, nothing replaces relationships and a model built upon serving people. When Mark Motley and Dave Foster founded Foster & Motley in 1996, they brought together their expertise in the areas of financial planning and investments, but mostly, they were united in the idea that clients could be served in a way that is both practical and compassionate. They haven’t looked back since. As a young man, Mark got in the trenches serving people when he spent two years on a church mission to Northeastern Brazil. After his experience there, he went on to the University of Kentucky and then to the largest bank in central Kentucky, First Security Bank, where he served as a vice president and trust investment officer for more than six years. During his time there, he obtained the CFA® designation and rose to be the number two investment person in the $1.2 billion trust department. Following that, it was on to Bartlett & Co. in Cincinnati, before the founding of Foster & Motley.

A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

When the markets are down, there may still be opportunities.

In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more.  

Joe also discusses:

  • Opportunities for implementation of tax loss harvesting
  • Why this might be a good time to evaluate Roth conversions
  • Maximizing the value of your family gifting
  • And more

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