My apologies for starting with a cliche, but wow, time flies. Welcome to the 4th quarter of 2025, marked by cooler temperatures, season change, and holiday planning. It’s a great time to go back through that to-do we started in January.
Nicole and I are introducing you to our monthly Foxworth Advisors Newsletter, something that we hope will be of interest to you and provide additional service. We want you to know that our goal is to provide you with timely information, relevant updates, and thoughtful insights. We welcome suggestions and feedback on topics and content.
In September, we celebrated our 25th wedding anniversary. Our lives have been intertwined with our business, supporting each other through challenges, changes, and victories. Over the years, our message has remained the same: everything starts with a Plan. Every year brings more confidence in our core beliefs regarding financial planning, investment discipline, and the need to mitigate risk. I am personally humbled by the trust you have placed in me and my team. Looking ahead, we are planning for the next 25 years and look forward to navigating Life’s Adventure with you and the new families and friends we make along the way.
Questions about online access? What is the difference between LPL Account View and Right Capital? Where can I go to log in to these sites?
When you open your first account with LPL, we will enroll you in LPL Account View and you will receive an email inviting you to register. You can access Account View through a web browser or mobile app. Log in to Account View to see current account balances and investment allocations, download documents including statements, tax documents, and trade confirmations, update account beneficiary info, or deposit funds for non-qualified accounts. Please see the brochure for more info about LPL Account View.
Clients that engage us for Financial Planning Services will receive an invitation to register for Right Capital, which is financial planning software. You will complete your profile which includes answering questions about your family, income, savings, net worth, expenses, and goals. Terry will use all the info in Right Capital to create a comprehensive financial plan. Think of Right Capital as the 30,000-foot view of your finances. You also have access to secure document storage and budgeting tool. You can access Right Capital through a web browser or mobile app. Please see the video for an overview of Right Capital.
You can access the links for LPL Account View and Right Capital under the Client Corner section of our website.
FAFSA for 2026-2027 School Year Opens on October 1
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