The best returns are more than financial


Welcome to The Foran Group

Our approach to wealth management is based on establishing a personalized plan and a risk-appropriate investment strategy. We define the “right strategy” as one that can meet financial objectives without undue risk or stress. Our goal for each and every client is an uncompromised lifestyle in retirement.


 

Latest Insights

EU elections: A shift in the balance of power?

May 24, 2019 | Frédérique Carrier

Populists will likely have a louder voice in setting the European agenda, but the outcome of the elections shouldn’t throw the EU off course.

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Chinese and American flags

Trade war fears and volatility cast shadows of doubt over financial markets

May 17, 2019 | Tom Garretson and Frédérique Carrier

There’s more to the equity pullback than trade fears. Meanwhile, China’s threat to dump Treasuries is much ado about nothing.

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Workers in a Chinese auto assembly plant

U.S.-China tariff threats bring turbulent trade winds

May 09, 2019 | Laura Cooper

We look at the likely fallout for the economy and explain why a constructive yet vigilant position toward equities is warranted.

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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.

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

Bulletin Board

Defense mechanisms

Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.  Read the full economic outlook in the latest edition of Global Insight.