Can the Outcome of the Presidential Race Impact Your Investments?

9/15/16 This year’s presidential race will surely be one for the record books. Already, the media coverage, the drama and the voter turnout during the primaries are all breaking records. One connection that investors are trying to make is how this...

The Result of the Brexit Vote Has Made Diversification More Important Than Ever

8/30/16 Experts all over the world predicted that the remain vote would win the day on June 23, 2016 when Brits all across the UK took to the polls to vote on whether they would remain in the EU or leave it. In fact, the same experts warned the...

The Way High Net Worth Individuals Think About Philanthropy is Changing

8/18/16 Philanthropy has always been a major component of financial planning for many wealthy families. In the past, it was common to set up a trust or a foundation to conduct such philanthropic activities in a tax-exempt manner. These entities,...

The Future of Social Security

  7/22/16 Will Social Security Cease to Exist? The future of Social Security is frequently discussed and debated among Americans young and old. Perceptions about the future of Social Security are heavily aligned with how far you are from retirement...

The Wine Lover’s Guide to Investing

7/14/16 What do fine wines and financial portfolios have in common? Like a fine wine, quality portfolios take work. The best wines in the world are not made by accident. It takes time, planning, adaptation and perseverance to produce a top-quality...

What to Do with Your Investments in the Wake of Brexit

7/06/16 One week ago on Friday, the unexpected happened: Britain voted to leave the European Union. The “Brexit”, as it was called, was a global market shock. Most experts thought the United Kingdom would vote to remain. The following morning major...

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...

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The FMB Advisors Blog

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...

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...