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At Foster & Motley, we deliver the Power of combining Financial Planning & Investment Management to provide a comprehensive Wealth Management experience for our clients.

10/23/2026

AI investment has become one of the most powerful forces shaping the U.S. economy.

RBC estimates that without the current AI investment boom, economic growth this year would have been roughly half as fast. The scale of that spending is also significant, with AI investment projected to rival some of the major infrastructure buildouts that transformed the country in generations past.

For investors, that creates both opportunity and risk. At Foster & Motley, we're taking a careful, closer look at what this wave of investment could mean for the economy, the markets, and the importance of maintaining perspective as one theme commands so much attention. Want more insights like this directly to your inbox? Sign up for our newsletter today! https://trust.fosterandmotley.com/newsletter-signup



https://bit.ly/4zOoJM5

10/22/2026

AI is everywhere right now; in the headlines, in the markets, and increasingly in the way people think about their finances.

In this month’s newsletter, we look beyond the hype to explore what the AI boom means for the economy, how investing in it fits into a diversified portfolio, and how Foster & Motley utilizes AI in our routine workflows.

Watch the full October update to learn how we’re approaching this rapidly evolving technology with the same long-term perspective we bring to wealth management.

Sources:

https://bit.ly/4zOoJM5
https://bit.ly/473BfLu
https://on.wsj.com/4zI2J5j
https://yhoo.it/3VXH36Y
https://bit.ly/4BhrPK9

We’re marking a special milestone today: 5 years with Sarah Browne, CFA!Since joining Foster & Motley, Sarah has brought...
10/19/2026

We’re marking a special milestone today: 5 years with Sarah Browne, CFA!

Since joining Foster & Motley, Sarah has brought deep investment expertise, curiosity, and a strong commitment to continued learning to her role as Fixed Income Portfolio Manager. Beyond her work with the investment team, she is also passionate about financial literacy and giving back to the community, including her service with the Alpaugh Family Economics Center at UC.

Sarah, thank you for the expertise, perspective, and care you bring to your work. We’re lucky to have you as part of the Foster & Motley team. Congratulations on 5 years!

10/14/2026

Some of the most important financial decisions involve documents you may only revisit a handful of times in your life.

Estate planning is a prime example of this. While Foster & Motley does not replace the role of an estate planning attorney, our advisors can serve as another set of eyes — helping clients think through whether draft documents reflect their intentions and following up on details like account titling and beneficiary designations.

In the latest episode of our podcast, Rachel Rasmussen, CFA, CDFA®, and Megan Lyons, CFP®, share how that collaborative approach fits into the broader client experience.

Listen to the full conversation to learn more: https://bit.ly/4zqysbb

10/12/2026

For 16 years, Dave Nienaber, MBA, CPA, CFP®, has helped shape both the client experience and the culture at Foster & Motley.

Since joining the firm in 2010, Dave has made a lasting impact as a Financial Planner, shareholder, and leader. His thoughtful approach, ability to ask the right questions, and commitment to helping both clients and colleagues find the path that is right for them have become an important part of Foster & Motley’s continued growth.

Here’s to 16 years of leadership, service, and meaningful relationships. Thank you, Dave, for everything you continue to bring to Foster & Motley.

10/09/2026

A lot can happen in three years, and Zach Losey, MSF, CFP®, has made them count.

Since joining Foster & Motley, Zach has grown as a Financial Planner while bringing the discipline, teamwork, and drive shaped by his collegiate baseball career into his work with clients. Earning his CFP® designation in 2025 was another meaningful milestone in his commitment to helping clients work toward financial independence with purpose and confidence.

We’re grateful for the energy, focus, and care you bring to the team, Zach. Congratulations on 3 years at Foster & Motley!

Foster & Motley has been named to CNBC's Financial Advisor 100 for 2026, our eighth consecutive year on the list! CNBC's...
10/08/2026

Foster & Motley has been named to CNBC's Financial Advisor 100 for 2026, our eighth consecutive year on the list!


CNBC's FA 100 begins with roughly 40,000 registered investment advisors, narrows to about 1,000, verifies survey responses against SEC filings, and ranks 100. It weighs compliance record, years in business, CFP® professionals on staff, assets and accounts under management, and more.

What a ranking cannot measure is whether the advice proved sound. That judgment belongs to our clients, and we are grateful for it. Read more about the list here: https://bit.ly/4hJhn4Z

Today we’re celebrating 2 years with August Gravatte!Since joining Foster & Motley, August has brought curiosity, creati...
10/07/2026

Today we’re celebrating 2 years with August Gravatte!

Since joining Foster & Motley, August has brought curiosity, creativity, and a people-first mindset to our Client Service Team. Her adaptability, commitment to learning, and dedication to creating positive experiences for clients and colleagues have made her a valued part of the firm. All of this, and more, recently led to her promotion to Client Service Specialist.

Congratulations on 2 years, August! Thank you for the care, energy, and thoughtfulness you bring to Foster & Motley each day.

10/06/2026

Starting with a financial advisor can feel like a big step — so what actually happens during that first year?

In the latest episode of Foster & Motley: A Podcast About Wealth & Life, Rachel Rasmussen, MBA, CFA, CDFA®, and Megan Lyons, CFP®, walk through the first-year client journey, from early goal-setting and data gathering to building a financial plan and checking in as priorities evolve. The process is designed around conversation, transparency, and understanding what matters most to each client, not simply working through a standard checklist.

Get a behind-the-scenes look at what it means to begin a wealth management relationship with Foster & Motley. Listen to the full episode now with the link in bio.

In this quarter's Market Update, Mark Motley, MBA, CFA, explores the forces shaping today's investment landscape, includ...
10/06/2026

In this quarter's Market Update, Mark Motley, MBA, CFA, explores the forces shaping today's investment landscape, including federal debt, higher interest rates, persistent inflation, and the unprecedented scale of investment in AI. While the current environment brings both opportunity and heightened risk, a disciplined, broadly diversified approach remains central to navigating uncertainty.

Read the full Q3 Market Update here: https://bit.ly/473BfLu

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7755 Montgomery Road , Suite 100
Cincinnati, OH
45236

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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