Indexes and Your Investments: Part III

3/23/17 Index Fund History, Types, and Definitions Explained In our last Indexes and Your Investments blog post, we reviewed what makes the most popular index funds rise above the rest and how the individual stocks in these popular index funds are...

Indexes and Your Investments: Part II

3/9/17 A breakdown of how index funds are formed As we learned in our introductory “Indexes and Your Investments” blog post, index funds are groups of stocks, similar to mutual funds, containing stocks with similar characteristics, such as size,...

Indexes and Your Investments: An Introduction

2/24/17 The Dow Jones Industrial Average reached 20,000 in January, and at the time of this writing, it is well on its way toward 21,000. What does an index really represent, and what does it mean to you as an investor? We will be tackling these...

How Trump’s Tax Law Changes Will Impact Your Portfolio

1/25/17 President Trump and his administration have proposed several changes to tax law, including reductions to income tax, capital gains tax (for some tax brackets), and business taxes. Amidst these impending tax law changes, it is important to...

Divorced? This New Social Security Rule May Apply to You

12/27/16 Divorcees should keep an eye on newly revised rules that now apply to Social Security benefit claims. In November 2015, Congress passed the Bipartisan Budget Act, which added a new set of rules for divorced individuals who meet certain...

10 Life Events That Should Trigger an Update to Your Estate Plan

12/19/16 Many people draft an estate plan when they start a family, then do little to make updates to it as other key life events happen. This is a major mistake that can put your hard-earned money built over a lifetime in the wrong hands or tied up...

The Shift from Active to Passive Management May Not Be as Radical as It Seems

11/22/16 Since the release of the Department of Labor’s new fiduciary rule and following many reports about the failure of most active fund managers in outperforming their benchmarks, there has been a lot of talk lately about a massive shift from...

Taking Losses in Your Portfolio for Tax Benefit Purposes

11/10/16 Let’s face it, none of us ever go into an investment thinking it will not work out, but this does occur and can end up resulting in a loss.  In these cases, we can use these losses to our advantage for tax planning purposes. Tax-loss...

An Analysis of Presidential Elections and the Stock Market

11/01/16 Next week, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the...

Why Wells Fargo’s Misconduct Should Make You Think Twice About Sinking Investments in Your Company’s Stock

10/20/16 Many people think it makes sense to invest in shares of the company that they work for. Intuitively, it makes sense, since as a full time employee, you have a better grasp on the growth of the company and will be updated daily on its growth...

Pages

The FMB Blog

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...