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

Market volatility: It’s a mad, mad world

Aug 19, 2019 | Kelly Bogdanova

Equities are stuck in the spin cycle. We’re cautiously constructive on the U.S. market, but our appetite outside of North America is diminishing.

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Global Insight Weekly

Brexit uncertainty and political upheaval: What's next?

Aug 13, 2019 | Frédérique Carrier

The long and difficult road to Brexit continues. We look at the political upheaval and what it means for the UK’s outlook and investment strategy.

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After the fireworks: Muted outlook for corporate earnings growth

Aug 13, 2019 | Kelly Bogdanova

We expect lackluster corporate results in the second half of 2019, but believe the market can work through earnings doldrums.

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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

Collision course?

With hardliners in the U.S. and Iran holding sway, the two longtime adversaries remain locked in a bellicose standoff. While a diplomatic off-ramp may emerge, we believe the crisis could unfold in a manner not yet fully appreciated by the oil market. Read the full economic outlook in the latest edition of Global Insight.