PID 96


News

Investment Commentary: Can The US D.O.G.E. a Bullet?

By Yuval Ezer, CFA® As we write this in late December, the market stands near all-time highs, reflecting an exceptional year for investors. Following the ~3% drawdown of the S&P …

Reflections from our Bookshelf: Bringing Out the Best in People: How to Enjoy Helping Other Excel

Bringing Out the Best in People: How to Enjoy Helping Others Excel By: Alan Loy McGinnis Reflection by: Samantha Nicklaus     Why I read it? This is a book ...

Investment Commentary: President Trump – The Sequel

By Jonathan McAdams, CFA® Hollywood, and movie audiences, love a good sequel – and there are no shortages this holiday season with the likes of Gladiator 2, Moana 2, and …

Planner’s Tip: Calculating your Savings Rate

By Andrew Brown, CFP® Our team has the opportunity to see many different paths to financial stability. One of the most common – and effective – paths is a disciplined, …

Options for Fulfilling RMDs

By McCreight King, CLU®, CFP®   In addition to Thanksgiving and the upcoming holiday season, it’s also the season to be sure you’ve taken any Required Minimum Distributions (RMDs) if …

Team Member Spotlight

Ellie Frazier Ellie Frazier has been a part of the Foster Victor team since June this year and serves as a Client Engagement Specialist on our Client Services Team! She …

Featured Recipe

Port Wine Cranberry Sauce Shared by Shannon Dougherty Adapted from her grandmother, Chrissie Dermody’s recipe! Ingredients: 12 oz. cranberries 3/4 Cup ruby port wine (substitute with a robust red wine …

Reflections from our Bookshelf: Rebel: Find Yourself by Not Following the Crowd

Rebel: Find Yourself by Not Following the Crowd By: Graham Cochrane Reflection by: Emily Nelson   Why I read it? This book was the recommendation of Kylie Felker. Upon reading, ...

Investment Commentary: Through the Looking Glass

By Andrew R. Duncan, CFA® As Alice in Wonderland discovered when she traveled through the looking glass, we cannot change our past, but we can learn from it to prevent …

Reflections from our Bookshelf: The Algebra of Wealth: A Simple Formula for Financial Security

The The Algebra of Wealth: A Simple Formula for Financial Security By: Scott Galloway Reflection by: Tabi Cooper     Why I read it? A friend of mine that I ...