Skip to main content
(215) 230-8640 contact@foundationsfinancial.com
  •  
  •  

Foundations Financial Partners

Foundations Financial Partners

  • Home
  • About Us 
    • Our Approach
    • Our Team
  • Products & Services
    • Estate Planning
    • Enduring Legacies
    • Retirement Income
    • Investment Management
    • Cash Flow and Debt Management
    • Risk Management
    • Employee Benefits
    • Business Succession
  • Resources 
    • Useful Websites
    • Calculator Library
    • Blog
  • Contact
  • Client Login

    You are here

  1. Home
  2. Blog

Blog

Inflation and your Investments

Submitted by Foundations Financial Partners on June 15th, 2021

There has been a lot of discussion in the news recently about inflation. There has even been some speculation whether the US could face high levels of inflation like we saw in the 1970’s. Seasoned market analysts disagree on whether an increasing rate of inflation will continue or whether it will be a short-term blip.

  • Read more

ESG investing on the rise: Key factors and what you should know

Submitted by Foundations Financial Partners on May 18th, 2021

Like the concept of “voting with your dollars,” ESG investing—or environmental, social and governance investing—is an investment strategy that helps individuals align their portfolios with their personal values.

Starting in the 1960s, individuals used ESG investing to not invest in companies or funds that had to do with alcohol, tobacco and gambling.

  • Read more

Unpacking the Biden Administration’s tax proposals

Submitted by Foundations Financial Partners on April 26th, 2021

The Biden Administration proposed a series of tax changes to address the pandemic’s mounting economic pressure and the growing federal deficit. What could these changes mean for you?

In many ways, it’s too soon to tell – all of these proposals still need to make their way through both houses of Congress and be signed by President Biden before they become law.

  • Read more

COVID 19 Relief: The American Rescue Plan Act of 2021

Submitted by Foundations Financial Partners on April 26th, 2021

The American Rescue Plan Act of 2021 was signed into law March 11, 2021. The bill includes a sweeping collection of provisions intended to support struggling Americans, fight the pandemic and revive the economy. For families, individuals and businesses, here are some of the top-line highlights:

Stimulus checks and unemployment

  • Read more

Market frenzy shows the dangers of ‘herd investing’

Submitted by Foundations Financial Partners on April 20th, 2021
By: Brian Klukas, CFA®, CAIA
Investment Resource Group (IRG)

 

  • Read more

"CARES Act" Signed into Law to Aid Small Businesses and Individuals

Submitted by Foundations Financial Partners on May 1st, 2020

As most of you know, the President signed into law the “Coronavirus Aid, Relief and Economic Security Act”,
being referred to as the CARES Act, on March 27, 2020. Broadly speaking the CARES Act provides the
following benefits and stimulus to U.S. small businesses and individuals:

Forgivable Loans for Small Businesses

  • Read more

How to create an emergency savings fund in wake of COVID-19

Submitted by Foundations Financial Partners on March 25th, 2020

If the Coronavirus’ effect on the markets has taught us anything, it’s that every single person reading this should start the process of creating an emergency fund.

  • Read more

COVID-19 Market Reaction (3/18/2020)

Submitted by Foundations Financial Partners on March 20th, 2020

What is the market signaling to us today?

While the recent market movements have been jarring, resets in market expectations are normal.  The market is making sure it is correctly in-line with the future strength of its companies.

  • Read more

What’s Your Risk Management Plan?

Submitted by Foundations Financial Partners on November 11th, 2019

Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature death of a family breadwinner, which is why one of the most important comp

  • Read more

Making Sense of Whole Life Insurance Premiums

Submitted by Foundations Financial Partners on September 24th, 2019

Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.

  • Read more
  • 1
  • 2
  • 3
  • next ›
  • last »

Archived Blog

  • June 2021 (1)
  • May 2021 (1)
  • April 2021 (3)
  • May 2020 (1)
  • March 2020 (2)
  • November 2019 (1)
  • September 2019 (2)
  • July 2019 (1)
  • May 2019 (1)
  • April 2019 (1)
  • March 2019 (1)
  • February 2019 (3)
  •  
  • 1 of 2
  • ››

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Contact info

  •   515 N. Main Street , Doylestown, Pennsylvania 18901
  •   (215) 230-8640
  •   contact@foundationsfinancial.com

Additional info

  • Sitemap

Contact us

Foundation Financial Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Foundation Financial Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Foundation Financial Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045479 DOFU 6/2020

Foundations Financial Partners, 515 North Main Street , Doylestown, PA 18901 (215) 230-8640

© 2022 Foundations Financial Partners. All rights reserved.

Website Design For Financial Services Professionals