Foard Wealth Management, LLC

Foard Wealth Management, LLC Insurance & Risk Management for Individuals, Families, & Business Owners that want Professional Financial Advice.

Foard Wealth Management was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals they are by providing outstanding personalized service that. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients. Call us today for a no obligation consultation. Timing is everything - isn't it time to get that second opinion?

When was the last time you didn’t do something or buy something because of inflation? For many, inflation is changing th...
08/25/2022

When was the last time you didn’t do something or buy something because of inflation? For many, inflation is changing their outlook on money and spending choices. Learn how to make better financial decisions – NO MATTER what happens with inflation. Take this quick 7-question quiz to test your inflation knowledge. Check it out!

You could be surprised by the answers or your score

There’s a lot of confusion around inflation. Will prices come down soon? Will things get worse before they get better? O...
08/18/2022

There’s a lot of confusion around inflation. Will prices come down soon? Will things get worse before they get better? Our expectations of inflation can have real power over financial decisions. Don’t make fear-based decisions – take this quick 2 minute true/false quiz to find out what you REALLY know about inflation.

This quiz could change what you think about inflation

Charlotte investors, what do you really know about inflation? We can’t predict it, BUT if you know the facts you can kee...
08/11/2022

Charlotte investors, what do you really know about inflation? We can’t predict it, BUT if you know the facts you can keep your cool and make smarter choices when costs rise. Answer 7 simple questions in this inflation quiz to find out what you really know. Check it out!

Answer 7 basic questions to see what you really know

Be in the know about Q2 2022. Check out this quick 5-minute read to find out what savvy investors took away from another...
08/08/2022

Be in the know about Q2 2022. Check out this quick 5-minute read to find out what savvy investors took away from another rough quarter, and what we think could happen in the next few months.

We broke down markets into a 5-minute read

Inflation is changing our outlook on money and our spending choices. An increasing number of investors I speak to are wi...
08/04/2022

Inflation is changing our outlook on money and our spending choices. An increasing number of investors I speak to are willing to sideline gains to try to avoid losses. But is that really the best way to react? Test your knowledge in this quick 2-minute inflation quiz.

Test your knowledge in a 2-min. true/false inflation quiz

Hey folks! The second quarter of 2022 was rocky, to say the least. Despite a rough market, what did savvy investors take...
08/01/2022

Hey folks! The second quarter of 2022 was rocky, to say the least. Despite a rough market, what did savvy investors take away from Q2? We break it down in a 5-minute update.

Here's what savvy investors should know

Retirement today isn’t the same as it was 30 years ago. Attitudes, opportunity, and technology have changed, and definit...
07/26/2022

Retirement today isn’t the same as it was 30 years ago. Attitudes, opportunity, and technology have changed, and definitely won’t be the same a few decades from now. Learn about 7 hot new trends predicted for retirement in 2050 in this month’s Visual Insights Newsletter.

Retiring in 2050 will be more complicated. Here's why

Charlotte investors with $250,000 or more to invest! What do you need to know about how markets performed in Q2? What do...
07/25/2022

Charlotte investors with $250,000 or more to invest! What do you need to know about how markets performed in Q2? What do we have to look forward to in the months ahead? We break it down in this quick 5-minute read. Check it out!

Here's what you need to know

How do you view retirement? Is it a target date? Or, is it a state of mind? We already know that different generations h...
07/19/2022

How do you view retirement? Is it a target date? Or, is it a state of mind? We already know that different generations have different views. Learn how shifting values are changing retirement in this month’s Visual Insights Newsletter.

Future retirees will see big changes to retirement

Charlotte investors! Could we be facing a bear market or recession? We break down what you need to know about Q2 2022 in...
07/18/2022

Charlotte investors! Could we be facing a bear market or recession? We break down what you need to know about Q2 2022 in this quick read. Check it out!

Here's what savvy investors took away

What will retirement look like in 2050? What will medicine, food, or your future vacations look like? This month’s Visua...
07/12/2022

What will retirement look like in 2050? What will medicine, food, or your future vacations look like? This month’s Visual Insights Newsletter will show you 7 hot trends predicted for retirement in 2050. Check it out!

Check out 7 ways retirement could evolve by 2050

Who will have it better in retirement - Boomers or Millennials? New attitudes, technology, and medical breakthroughs cou...
07/05/2022

Who will have it better in retirement - Boomers or Millennials? New attitudes, technology, and medical breakthroughs could change how retirement looks in 2050. Learn about how retirement in 2050 may surprise you in this Visual Insights Newsletter. Check it out!

Discover how retirement will change in 2050

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15720 Brixham Hill Avenue , Suite 300
Charlotte, NC
28277

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