The Uncertainty Paradox

5/11/17 “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable...

Indexes and Your Investments: Part IV

3/31/17 The Opportunities and Challenges of Index Investing In the late 1800s, Charles Dow, the father of the Dow Jones Industrial Average, originally set out to measure market trends and forecast market movements through the creation of the world...

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...

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The FMB Advisors Blog

5 Hallmarks of Great Financial Advice

2/12/18 You may think the best financial advice is that which makes you the most money. Think again. You may get lucky on bad advice but at some point, the luck will run out, putting your financial future into jeopardy. Separate the good from the...

Protecting Investment Accounts from Cyberattacks

1/19/18 Hackers have dismantled hospitals, held a North Carolina county’s computer system hostage, and stolen the personal information of basically half of all Americans. And that was just in 2017. Who’s to say they won’t go after investment...

Cryptocurrency: What’s It All About?

12/21/17 Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have...

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...