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News

Investment Commentary: Tariffs and the Markets – April 7, 2025

By Jonathan McAdams, CFA® Chief Investment Officer As you are likely well aware, the stock market has been experiencing heightened volatility of late due to President Trump’s recent tariff policy …

Reflections from our Bookshelf: The Art of Gathering: How We Meet and Why it Matters

The Art of Gathering By: Priya Parker Reflection by: Jane Anderson Why I read it? I was gifted “The Art of Gathering: How We Meet and Why it Matters” from ...

Team Member Spotlight

Rob Coleman, CFP®, CIMA®, ChFC® Rob is a seasoned Wealth Coach who has been with the Foster Victor Team since 2016. Rob and his wife Morgan have a two and …

Investment Commentary: Tariffs, Market Volatility, and the Importance of Maintaining a Long-Term Perspective

By Matthew Hart, CFA® In the last few weeks, there has been a spotlight on tariffs, trade, and their impact on both the US market and the market worldwide. Although …

Reflections from our Bookshelf: The Art of Encouragement

The Art of Encouragement By: Jordan Montgomery Reflection by: Jenny Hagadorn Why I read it? The Foster Victor team gets to work with Jordan on professional development multiple times a ...

Investment Commentary: Necessity is the Mother of Invention

By Andrew R. Duncan, CFA® Americans are renowned for their inventive and entrepreneurial spirit. This underpinning of society has birthed US technological advancements within numerous industries across the globe over …

Reflections from our Bookshelf: Rich Dad Poor Dad

Rich Dad Poor Dad By: Robert T. Kiyosaki Reflection by: Ellie Frazier   Why I read it? I read Rich Dad Poor Dad because I wanted to learn more about ...

Investment Commentary: It’s Déjà Vu All Over Again

By Jonathan McAdams, CFA® The late, great Yogi Berra reportedly uttered this phrase after watching Mickey Mantle and Roger Maris repeatedly hit back-to-back home runs for the Yankees in the …

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 ...