Tag Archives: Wesley Forster

Avoiding Regrets: Navigating Your Financial Future Correctly (Ep. 12)

Business, Education, Estate Planning, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , ,

Nothing is worse than feeling regret.

And this is even more so when it comes to your investments or plans for your retirement.

In this episode, Wes tackles the topic of regrets and how to avoid them in regard to your investments and retirement plans. He explores common past investment mistakes and the importance of having a plan in place and listening to experts.

Wes discusses:

  • The repeated pattern of economic cycles and the inevitability of recessions
  • Some examples of regrets with people who invested in GICs and lost money due to inflation.
  • Why do people resist change and don’t take advantage of opportunities
  • The importance of taking action and having a plan in place to ensure success and avoid regrets
  • The greatest financial risk during periods of recession or inflation is making misinformed and poor financial decisions
  • The importance of avoiding the tendency to chase investments during market upsides and instead focus on investing in quality companies.
  • Why you should listen to experts who know and understand the market rather than making choices desperately 
  • And more!

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How Do Top Portfolio Managers Posture During Economic Turmoil with David Fingold (Ep. 11)

Business, Education, Estate Planning, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , , , ,

Have you ever wondered what a portfolio manager does and how they take advantage of a perceived negative event like a market correction? 

In this episode, Wes speaks with David Fingold, Vice President and Senior Porfolio Manager with Dynamic Funds, about the asset managers’ role. David shares his dedication to the portfolios he manages, how he plans to take advantage of the current situation in the market, why he’s optimistic about the current economic environment, and how optimism leads to investment opportunities.

David discusses:

  • How he’s posturing to take advantage of market corrections and rising interest rates 
  • How optimism feeds a portfolio manager’s ability to see opportunities in good companies who are market leaders
  • Why investors can be optimistic about the future
  • Why he solely invests in the portfolios he manages
  • And more

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About Guest:

David Fingold is the Vice President and Senior Portfolio Manager at Dynamic Funds. He joined Dynamic in 2002 and became the Vice President in 2018. Prior to obtaining his current job title, David graduated with distinction from Babson College in Massachusetts in 1988.

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Your Secret Weapon to Planning Retirement (Ep. 10)

Business, Education, Estate Planning, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , ,

The financial consumer is experiencing high levels of uncertainty with inflation, stock market fluctuations and high interest rates.  Learn how to bulletproof your financial plan in times like these.

In this episode, Wes dives into planning for retirement with his secret weapon, the Financial MRI, which works as a “catch-all” to determine what you might be missing, the gaps that can be filled and what your next steps are. 

Wes discusses:

  • How you can take control of your future by sitting down with our financial planners
  • What you should be looking for from a financial planner
  • How a Financial MRI can help you fill those gaps in your financial plan
  • The importance of finding a financial planner that works for you and leaves you feeling confident every step of the way
  • And more!

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From Hell to Heaven: How to Improve Your Retirement Picture (Ep. 9)

Business, Education, Estate Planning, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, Uncategorized, , , , , , ,

Retirement can be heaven or it can be hell — and what YOU do to plan makes all the difference. Without the proper planning tools and guidelines, it is easy to feel stuck and uncertain about your future.

In this episode, Senior Financial Strategist Wesley Forster details what you need to know when planning your retirement and what to avoid along the way.

Wes discusses:

  • How to manage undetected planning issues
  • Five mindset shifts that help you find your way to a heaven-like retirement
  • How we use our unique curated checklist to assess our clients’ needs
  • HSI Financial Group’s proven 3-step process for helping clients
  • And more!

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Get a Caring & Comfortable Client Experience at HSI Financial Group (Ep. 2)

Business, Education, Finance, Finances, Financial Advisor, Financial Planning, Investing, Retirement, , , , , , , , , ,

When it comes to financial planning and creating an estate plan, you don’t know what you don’t know, so let HSI Financial do the searching for you! 

At HSI Financial, the team takes a deep dive into their clients’ portfolios to create a perfect plan for them in accordance with their needs. 

In this episode, the firm’s president and senior financial strategist, Wes Forster, outlines the process each client goes through when working with HSI Financial to create their financial plan. He explores how the team finds the needle in the haystack for each individual client, along with ways they cater to each of their specific needs. 

Wes discusses:

  • HSI Financial’s approach to first-hand client treatment 
  • How to make your asset allocation easy for your loved ones after you pass
  • The importance of having a financial plan 
  • The company’s commitment to regularly keeping in touch with clients 
  • And more!

Resources:

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