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The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®


When the markets are down, there may still be opportunities.

In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more.  

Joe also discusses:

  • Opportunities for implementation of tax loss harvesting
  • Why this might be a good time to evaluate Roth conversions
  • Maximizing the value of your family gifting
  • And more

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