Why Having an Estate Plan is So Important

6/21/16 Every once in awhile, a major figure in the public eye passes away without a living trust or will. Recently, this was the case with the world famous pop singer, Prince. Although this case made front page news because of his fame, this occurs...

Tips for Successful Estate Planning

6/15/16 When it comes to death and taxes, people often avoid taking the time to plan ahead. Unfortunately, estate planning involves both of these unpopular events rolled into one. In the United States, most citizens will not be required to pay an...

Factoring “Fun” Into Your Retirement Plan

6/06/16 Many people who imagine their lives in retirement envision themselves on white sandy beaches, traveling the world, or enjoying myriad other fun or leisurely activities and hobbies. Although retirement is often depicted or imagined in this...

Our Mixed Up, Messed Up Relationship with Investment Risk

  5/25/16 “What the imagination can’t conjure, reality delivers with a shrug.” – Trumbo (movie voice-over)   Whether it’s the recent destruction wrought by Canada’s Fort McMurray oil sands wildfire, a potential June “Brexit” from the European Union...

Socially Responsible Investing

5/5/2016 Many investors are starting to research the companies that they invest in to find out if they care about their impact on the environment, if they are socially responsible, and if they invest in sustainable programs. This is increasingly...

Are You Unintentionally Sabotaging Your Estate?

  4/22/2016 If you’re like many Americans, you’re working hard to make a good living and provide all the perks of life to your children and family members. On the surface, this seems to make sense. Obviously, we all want  to take care of the ones we...

Why Your Portfolio May Not Be as Diverse as You Think

  4/06/2016 As a savvy investor, you probably already know that diversification is key to having a balanced, secure and low-risk financial portfolio. By dividing your assets among a variety of asset classes, industries, geographic regions, and stock...

Gender Gap in Retirement Security Sentiment

3/17/2016 The ninth annual America Saves Week survey indicates that more Americans doubt their ability to maintain their quality of life during their retirement years. A slight majority of those surveyed, 52% of respondents, stated that they had a...

Social Security File & Suspend Deadline is Approaching

3/10/2016 April 29 is the Last Day to Suspend Retirement Benefits Under Current Rules The Social Security Administration recently announced a major shift for retirees that is slated to take effect this spring under the Bipartisan Budget Act of 2015...

The Persistence Scorecard

03/04/2016 The Short-Lived Success of Active Fund Management The higher they soar, the harder they fall or Why Pay a Premium for Underperformance? Making a case for low-cost passive management Many active fund managers measure their worth and...

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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...