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News

Planner’s Tip: Re-Examining your Estate Planning

By Katie Sanders, CLU®, CFP® With tax season behind us and summer travel ahead, now is a great time to review your Estate Planning documents! While big changes may be unlikely …

Disability Insurance: What if?

By Erik Mizell, CFP®, CLU®, RICP® What if… You were the proud owner of an ATM machine that someone else restocked every two weeks? The only catch is that you …

Featured Recipe

Sourdough Bread Shared by Jackson Morrissey One of my favorite hobbies! Feed Starter Ingredients Needed: Warm Water, Unbleached All-Purpose Flour, Sourdough Starter To feed your starter, you will use a …

Team Member Spotlight

Shawn Penland Shawn Penland joined Foster Victor in May 2022 as our Investment Trading Analyst. A native of Woodruff, South Carolina, Shawn kickstarted his journey into finance at Spartanburg Methodist …

Investment Commentary: Hey Siri, Should I Invest in Value or Growth Stocks?

By Yuval Ezer, CFA® The debate between Value and Growth stocks has recently intensified, especially given Value’s persistent underperformance compared to Growth and the rapid rise in long term interest …

Investment Commentary: Quality Investing and Cult(ure) as a Competitive Advantage

By Yuval Ezer, CFA The phrase “winner takes most” is often used to describe how large technology companies dominate their markets, such as Google in online advertising or Apple in …

Featured Recipe

The Easiest Chicken Tacos You’ll Ever Make Shared by Sarah Kennedy Spurgeon All credit to Claire Hill! Prep Time: 10 Minutes Cook Time: 4-8 Hours Serves: 6-8 Ingredients 2 lbs. …

Team Member Spotlight

Gabi Grane Gabi Grane joined the team last summer as a Client Coordinator for Foster Victor. Gabi prioritizes creating a welcoming atmosphere for clients and their families. Her previous experience …

Planner’s Tip: Reporting Qualified Charitable Distributions

By Brittany Orr, RICP® Individual Retirement Accounts (IRAs) are accounts funded with dollars that you haven’t paid taxes on – yet.  The government requires that you begin taking Required Minimum …

Long-Term Care: A long-term conversation

By McCreight King, CLU®, CFP® As the population continues to age, we frequently have conversations where we learn that folks have experienced situations where they have provided care or financial assistance …