The best returns are more than financial


Value statement

The Foran Group is dedicated to providing our clients with unbiased, caring and personalized advice — our standard is that all phone calls and inquiries must be responded to within 24 hours. Our investment philosophy is based on the belief that “beating the market is not as important as not allowing the market to beat you.” We focus on helping our clients build a plan to achieve their goals through risk-adjusted rates of return, and we are committed to investment strategies that can produce competitive returns with less volatility.


 

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

In conversation: Paying attention to the yield curve

The yield curve has reliably flagged the approach of U.S. recessions well in advance of their arrival. The next one is still some distance away, as the curve is probably a year or more from giving such an “early warning” signal. Read the full economic outlook in the latest edition of Global Insight. Read the full economic outlook in the latest edition of Global Insight.

 
If your current life or financial situation has changed, or if you simply have a financial question, feel free contact us.

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