Forman Investment Services

Financial Advisor, MBA

[Forman Investment Services @FormanTroy]

Behavioral biases can influence your investment choices more than you realize. Discover practical strategies to recognize and overcome behavioral biases that can impact your financial success. https://t.co/rFTrD9yDFe

[Forman Investment Services @FormanTroy]

After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn how to navigate this difficult time with clarity: https://t.co/QlPo2OP4rk

[Forman Investment Services @FormanTroy]

IU! https://t.co/ad89PlD2PJ

[Forman Investment Services @FormanTroy]

With a PARTIAL government shutdown now underway, history points to a muted impact on markets. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. https://t.co/vIyXyYiVR4

[Forman Investment Services @FormanTroy]

From tax-free withdrawals to no required minimum distributions, Roth IRAs offer unique advantages. Here are a few benefits and limitations regarding Roth IRAs. https://t.co/pJ2wB3JcNV

[Forman Investment Services @FormanTroy]

Contributing to an employer-sponsored 401(k) is a tax-efficient way to save for retirement. Here's how to make the most of yours. https://t.co/uo7rt64SZd

[Forman Investment Services @FormanTroy]

The Beige Book may sound dull, but it offers a uniquely human lens on the economy. Learn how the Federal Reserve gathers real-world insights to help shape monetary policy. https://t.co/Pd6M3gAmkI

[Forman Investment Services @FormanTroy]

College prep ramps up the last two years of high school – for students and parents alike. This checklist will help you stay on track: https://t.co/8GJneh9n0M

[Forman Investment Services @FormanTroy]

A week that promised to provide plenty for market participants to be mindful of certainly lived up to its billing. CIO Larry Adam looks at the newsworthy week in his latest Weekly Headings. https://t.co/HCoY2oHbLG

[Forman Investment Services @FormanTroy]

Did you know 529 plans can now be used for more than just college? Learn how this tax-advantaged strategy could support your child's education journey: https://t.co/xf3m1nQAyt

[Forman Investment Services @FormanTroy]

The August 1 tariff deadline is quickly approaching and CIO Larry Adam details the importance of global trade deals and the anticipated economic impact in the latest Weekly Headings. https://t.co/DTknujIDAv

[Forman Investment Services @FormanTroy]

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more: https://t.co/lBQcjReOJx

[Forman Investment Services @FormanTroy]

Tensions between President Trump and Fed Chair Jerome Powell are heightened as the two continue to have opposing stances on inflation rates. CIO Larry Adam dives into the recent scrutiny over the Federal Reserve and the protections in place to ensure its i https://t.co/KiFFLkZ0nf

[Forman Investment Services @FormanTroy]

CIO Larry Adam places a spotlight on tariffs and the upcoming earnings season in his latest Weekly Headings, to highlight how these areas of focus could impact the economy and equity market moving forward. https://t.co/kohwcYkBkI

[Forman Investment Services @FormanTroy]

History has a way of repeating itself and today's investors need to stay sharp, flexible and ready for anything. CIO Larry Adam provides a glimpse at his team's market and economic outlook in his latest Weekly Headings. https://t.co/k8yCDXghF3

[Forman Investment Services @FormanTroy]

The recent Middle East conflict is a reminder for investors to not get overly complacent as unexpected risks can emerge at any time. CIO Larry Adam notes that historically, geopolitical events like this often have only a short-lived impact on markets. https://t.co/Zz2LaXQQ0g

[Forman Investment Services @FormanTroy]

There's little urgency for the Fed to cut rates just yet, but the calm may not last. As the effects of tariffs begin to ripple through the economy, the Fed's job could get trickier. CIO Larry Adam provides insight in his latest Weekly Headings. https://t.co/iItPcua1KB

[Forman Investment Services @FormanTroy]

As we head into the summer months markets appear calm, but there are big questions ahead. See how the timing of key policy moves is shaping CIO Larry Adam's outlook in the latest Weekly Headings. https://t.co/OizaqFnqho

[Forman Investment Services @FormanTroy]

Twists and turns in the trade battle remain ahead as recent legal rulings add yet another layer of unpredictability. CIO Larry Adam provides his takeaways noting that long-term planning is key amidst uncertainty. https://t.co/QUVhfR1tzY

[Forman Investment Services @FormanTroy]

Sell in May and go away? CIO Larry Adam shares three reasons his team is cautious entering the sometimes volatile summer months. https://t.co/85XCi8jh0L