Tips on Assisting Aging Parents with Their Finances

2/02/2016   As your parents age, it may become more difficult for them to handle financial responsibilities on their own. Relinquishing independence, especially on financial matters, is often a sensitive topic and should be broached carefully, but...

10 Important Income Tax Changes in 2016

  1/20/2016   The new year has begun and so has a new tax year. By understanding the latest changes in the tax code, you can better plan for this tax season and your 2016 financial goals. Here are 10 of the most important tax changes to be aware of...

The Hazards of Buying Individual Stocks

1/5/2016 Everywhere you turn, financial media pundits seem to revel in the excitement and drama about the ups and downs of individual stocks in the market. In fact, you will likely find a wealth of commentary on the “top stock picks for 2016”...

Top Ten Steps to Protect Your Digital Estate

12/31/2015   In today’s world, we deal with digital information on a daily basis. With the advent of so many new online tools and technologies, guarding sensitive personal and financial information online is more important and, in some ways, more...

You, Your Financial Well-Being and the Federal Reserve

12/16/2015   It’s been nearly a decade in the making, but time has finally come: On December 16, 2015, the U.S. Federal Reserve (the Fed) raised the federal funds rate by 0.25 percent. In and of itself, it’s a small move. But it’s being reported as...

Year-End Retirement Planning Tips

  12/08/2015   As 2015 draws to a close and the new year approaches, there are several important tax and retirement planning deadlines to be aware of for retirement savers and retirees of all ages. Some dates are crucial to obtaining certain tax...

Morningstar expects a $1Trillion shift in assets if advisors put their clients’ best interests first

12/01/2015 Earlier this year, the U.S. Labor Department (DOL) proposed a rule that could shift an estimated $1 trillion in assets toward low-cost, passive investment products, according to a recent report by Morningstar Inc. The proposed DOL rule,...

How to Take Control of Your Finances after Divorce

  11/9/2015 Evan Miller, CFP® and Partner at FMB Wealth Management, is a CDFA™ or Certified Divorce Financial Analyst®. He specializes in helping people who have gone through or are going through divorce to coordinate their financial affairs and...

If Donald Trump invested his inheritance in index funds, he might have been a much wealthier man

10/27/2015 FMB Wealth Management does not endorse or recommend any candidates for presidential or any other office. This article is for editorial purposes only and does not serve as political commentary on any candidate’s qualifications for...

5 Reasons to Keep Calm When the Stock Market Takes a Dive

10/20/2015 In August, investors saw some of the U.S. stock market’s worst days in years. Even investors and media pundits who are known for their long-view approach to investing began to make irrational choices with their investments.  Stocks rise...

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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...