Oct 4

Foresight Wealth Management Makes The Inc. 5000 Fastest-Growing Company List

Foresight Wealth Management, L.L.C., invests “side-by-side” with its clients. So, when Foresight made the Inc. 5000 Fastest-Growing Private Companies list, Adam Nugent, founder of Foresight, gratefully acknowledged that it was because of the relationships they had built and the trust they had earned, which resulted in their organic growth through client and professional referrals. See recent Press Release on MarketersMedia

Dec 3

Systematic Withdrawals in Retirement

Many of us grew up with the concept that regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that in a fluctuating market a regular schedule of a set investment amount, generally speaking, would mean that we bought more shares when prices were low and less shares when prices were high.¹ Does this mean that taking regular, periodic withdrawals during retirement makes similar good sense? Actually, it can be

Nov 26

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio The challenge with taking withdrawals from a traditional portfolio is the sequence of returns danger. Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. So you may want to consider a couple of strategies to help mitigate this concern. The first is to have a pool of very liquid assets to fund two-to-three years of retirement spending; this may keep you from selling longer-term

Nov 19

Your Changing Definition of Risk in Retirement

During your accumulation years, you may have categorized your risk as conservative, moderate or aggressive and that guided how your portfolio was built. Maybe you concerned yourself with finding the best-performing funds, even though you knew past performance does not guarantee future results. What occurs with many retirees is a change in mindset it's less about finding the best-performing fund and more about consistent performance. It may be less about a risk continuum that stretches

Nov 12

Trends in Charitable Giving

Whether the economy is expanding or contracting, Americans tend to be consistent with charitable donations. In 2013, as the U.S. economy continued to stabilize, Americans gave an estimated $335.17 billion to charity. That's almost $19 billion more than the previous year.1 Americans give to charity for two main reasons: To support a cause or organization they care about, or to leave a legacy through their support. When giving to charitable organizations, some people elect to