Flexible Wealth Planning From a Trusted Advisor
We’ll have an open dialogue to help you weigh the pros and cons of wealth planning solutions, all to help you make decisions that align with your goals.
Our Services
At Foothill, our process starts by gathering your financial information, which forms the foundation of your wealth plan. We take a data-driven approach and will identify the benefits and drawbacks of the wealth solutions we propose so you can decide what is right for you.
Insights
A new Fed, familiar market dynamics
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through the first half of the year,...
Don’t worry, be happy? Worry a little, but let the data and facts guide and calm
Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The S&P 500 has advanced almost 11% in...
Earnings drive the rally as risks linger
The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to 5.7%. Looking across major indices, emerging markets...