Insights

Browse our expert knowledge and strategies to help you navigate the complexities of investing and wealth management.

Tax Savings Opportunity

Tax Savings Opportunity

For anyone looking for a last-minute tax savings opportunity, the Historical Preservation Easement is still open until 12/20.

Dec 13, 2024 1 min read
Historical Building Easement to Reduce Taxable Income

Historical Building Easement to Reduce Taxable Income

Realtors say that location is everything. In fact, they have a saying, 'location, location, location' stressing the importance of finding the right location can determine the potential for increased value of a property.

Oct 28, 2024 1 min read
Reducing Taxes and Investing for Growth, a Strategy for Both Goals

Reducing Taxes and Investing for Growth, a Strategy for Both Goals

Let’s discuss tax reduction strategies and alternative investments. It is hard to accomplish both tasks, reducing taxes while making an investment for gain, but it is important to note that there are opportunities available to investors. Let me present two options to consider.

Oct 14, 2024 2 min read
Ai Funds - Q2 2024 Quarterly Update

Ai Funds - Q2 2024 Quarterly Update

Foxstone Financial utilizes one of the leading platforms available for today’s RIAs. With the latest Artificial Intelligence and Machine Learning technologies, our commitment to innovation and forward-thinking is something that will always be a priority.

Aug 28, 2024 1 min read
Big Changes to Medicare Part D with Nina Besant

Big Changes to Medicare Part D with Nina Besant

Foxstone Financial's President, Christian Ravsten spoke with Nina Besant of Burley and Besant Medicare Benefits to discuss the significant changes coming to Medicare in 2025.

Aug 21, 2024 1 min read
Guaranteed Quadrant Explained

Guaranteed Quadrant Explained

Foxstone Financial's President, Christian Ravsten spoke with the founder and creator of the Freedom4 quadrant-based investment allocation system, Chris Ravsten. Chris discusses the importance of the "Guaranteed" quadrant and how it is the backbone and foundation of Freedom4.

Aug 15, 2024 1 min read
Thor - Q2 2024 Quarterly Update

Thor - Q2 2024 Quarterly Update

Foxstone Financial utilizes one of the leading platforms available for today’s RIAs. With the latest Artificial Intelligence and Machine Learning technologies, our commitment to innovation and forward-thinking is something that will always be a priority.

Aug 07, 2024 1 min read
Market Commentary | August 2024

Market Commentary | August 2024

Global markets are reeling from the massive unwind of the Yen carry trade following the Bank of Japan's 0.25% rate hike. This action has led to the largest two-day drop in the history of the Nikkei since 1987. The situation is compounded by fears of a recession, rising geopolitical tensions in the Middle East, and Berkshire Hathaway selling 55% of its Apple shares, further exacerbating the tech sell-off...

Aug 06, 2024 2 min read
Private Commercial Real Estate Investing with Jeff Sorenson

Private Commercial Real Estate Investing with Jeff Sorenson

Foxstone Financial's President, Christian Ravsten spoke with one Jeff Sorenson, Senior Vice President or Mountain West Commercial Real Estate to discuss the benefits of having Commercial Real Estate exposure in your portfolio.

Jul 02, 2024 2 min read