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

Oct 1

Featured on Financial-Planning.com on RIA’s

Adam from Foresight Wealth & Management is quoted as saying, When the market was falling apart in 2008 we had started to implement some of our tactical strategies in our client accounts. I had an aggressive investor who I was meeting with to review their account towards the end of the year. At the time, the market was down nearly 40% and I was there to report that we were down just over 10%. When

Sep 17

WSJ Talking About Family Finances

As families gather for a turkey dinner this Thanksgiving, some financial advisers, like those of Foresight Wealth want them to bring up a taboo topic: money. Too many families are reluctant to discuss important financial matters, such as the state of aging parents savings or their plan for leaving what's left to children and charities. According to a recent Merrill Lynch study, 70% of investors have never talked with mom and dad about their will,

Sep 10

PlanAdviser: When Financial Blows Make Clients Feel They Can’t Save

People may need to be taught that it is preferable to drop the amount they save than give up saving altogether, Chepenik says. Dropping the amount, from 10% to 2% or 3%, will make a difference. He counsels clients that one day things will improve. He suggests they try visualizing their lives a few years ahead, when economically things get back to a more normal state Click here to read the full

Sep 3

ThinkAdvisor: Smaller 401(k) Plans Beat Larger Ones: Study

Bigger isn't always better, especially when it comes to companies that provide 401(k) plans to their employees. A new survey by Judy Diamond Associates finds that smallest 401(k) plans outperform the largest plans when both investment returns and participant engagement are factored in. One thing sets them apart: education. Click here to read the full

Aug 27

RIABiz: Warranties and guarantees come to the 401(k) game but can insurance really put the client first?

It used to be about as popular as earthquake insurance in Napa County. But as legal shake-ups rattle more plan sponsor windows, warranties and fiduciary insurance policies in the 401(k) arena are making a comeback despite the long memories of some prominent skeptics who recall how rotten such policies were the first time around.. Yes, insurance on 401(k) plans has long been seen as yet another layer of fees, obfuscation and dubious value in a