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 Blog

Off to College: Books, Bedding and a Power of Attorney?

9/11/17 When your child prepares to head off to college, putting a power of attorney in place for them is likely the last thing on your mind. After all, they’re just about to test the waters of adulthood, of true independence, and there’s so much...

Financial Planning Steps after Losing a Spouse

8/15/17 Nothing can prepare you for losing your spouse. If you have recently been widowed, the world seems to demand rapid response to weighty decisions at every turn. Among the hardships of losing a spouse are legal decisions, financial pressures...

Are You Prepared for a Market “Correction”?

6/30/17 Before we proceed, let’s get two things straight: First, there is no such thing as a “correction”. When buyers and sellers agree on a price, that is the correct market price. However, there have been and will be large market price declines...

DOL’s Fiduciary Rule Goes into Effect on June 9

6/1/17 After a 60-day delay from its original schedule, the Department of Labor’s (DOL) fiduciary rule – an investor-protection law created under the Obama administration – is now set to go into effect on June 9, 2017. Many investors are wondering...

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...