Tax Reduction in Your Portfolio: Location, Location, Location

Tax Reduction in Your Portfolio: Location, Location, Location As we approach tax season and many of us are in the process of tax planning I thought I would address the often missed opportunity of proper asset location. By managing asset location...

Rafting Down Wall St.

Rafting Down Wall St.   If you’ve ever gone river rafting, there’s one lesson you learn almost immediately. It’s tough to paddle upstream. Go with the flow, and you’ll find it much easier to steer around the obstacles and reach your destination....

Giving Thanks and Staying Still

Giving Thanks and Staying Still Thanksgiving has long been one of our favorite holidays – and not just because of the pie. Gratitude, the very essence of Thanksgiving, is one of the few activities that can amazingly generate more energy than it...

Miss Out on the Twitter IPO? Don’t Worry About It…

This past Thursday, November 7th, saw the arrival of the most anticipated Initial Public Offering (IPO) since Facebook. What could be more exciting than a well-known company floating its IPO? Tempted by the possibilities and often before the news...

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The FMB Advisors Blog

The Impact of Inflation

6/21/18 When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of...

It’s Time to Get Serious About Your Happiness

5/24/18 There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work...

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...

Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

2/28/18 No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of...