Volatility – Foster & Motley

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

By fostermotleywealthlife | October 7, 2022

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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A Conversation About Value Investing with Thom Guidi, CFA and Mark Motley, CFA

By fostermotleywealthlife | June 8, 2022

There is not a simple or succinct definition of value investing. Generally put, it is a style of investing that is in contrast to growth investing and considers valuation measures when determining stock selection.

In this episode of the Foster & Motley podcast, Thom Guidi, CFA, and Mark Motley, CFA, discuss the ins and outs of value investing and why it’s an important piece of Foster & Motley investment approach.

Thom and Mark share more about:

The father and grandfather of value investing
A definition of value investing
The history of value investing
Pitfalls to this strategy of value investing
And more

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A Chat About Alternative Bonds with Zach Horn, MBA, CFP®, CMFC®

By fostermotleywealthlife | May 18, 2022

As you approach retirement, bonds are likely to become a more significant part of your asset allocation. Typically, bonds, traditional or alternative, are a more stable way to generate cash flow to replace the paycheck that is lost moving into retirement.

In this episode, Zach Horn, MBA, CFP, CMFC®, discusses why alternative bonds are a rising trend in the current environment of rapidly rising interest rates. He references specific examples of alternative bonds to help diversify your portfolio.

Tag: Volatility