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Reflections from our Bookshelf: The Energy Bus

The Energy Bus By: Jon Gordon Reflection by: Katelyn Waters Why I read it? This book was recommended by Kylie Felker and featured in Foster Victor’s Book Club. What is ...

Is it deductible? Navigating the Rules on Long-Term Care Insurance Premiums

By Smith Webster, CPA   When it comes to paying taxes, who doesn’t want to find every deduction and credit available? One often overlooked deduction opportunity is payments for long-term …

Planner’s Tip: Reframing Budgeting

By Tabi Cooper, CFP® We host many “Financial Fundamentals” meetings with children and grandchildren of our clients, as well as volunteering with other groups in the community.  The opportunity to …

Featured Recipe

Easy Cheesy Broccoli Casserole Shared by Katelyn Waters Adapted from her dad’s recipe! Prep Time: 20 Minutes Cook Time: approx. 20 Minutes Serves: 3-5 Ingredients: 1 bag of frozen chopped …

Team Member Spotlight

Bri Thomas Bri Thomas joined the Foster Victor team in March of 2021 as one of the smiling faces greeting you at the front desk and whipping up a delicious …

Investment Commentary: Investing with the Capacity to Suffer

By Yuval Ezer, CFA® In recent months, market volatility has increased significantly, driven by shifting narratives, geopolitical uncertainties, and economic fluctuations. The fear of missing out (FOMO) can be a …

Reflections from our Bookshelf: Can’t Hurt Me

Can't Hurt Me By: David Goggins Reflection by: Connor Brumbaugh Why I read it? I was seeking something more than just motivation—I was looking for a book that would pose ...

Investment Commentary: Change is an Opportunity

By Andrew R. Duncan, CFA® Change almost always represents an opportunity. People tend to be resistant to change, but it is a building block to personal and professional growth. Whether …

Investment Commentary: The Politics of Fear

By Jonathan McAdams, CFA® To say that the political landscape has been volatile of late would be a gross understatement. Over the course of a few weeks since the first …

Reflections from our Bookshelf: The Power of Habit

The Power of Habit By: Charles Duhigg Reflection by: Jane Anderson Why I read it? I rarely read for pleasure, which is a habit I could consider remaking! Usually, a ...