A Woman’s Guide to Investing with a Financial Advisor

A Woman’s Guide to Investing with a Financial Advisor Women today are increasingly becoming breadwinners for their families, gaining ground in the boardroom, and are raking in higher salaries than ever before. With these changes, 21st century women...

Fee-Only, Fee-Based or Commission-Based Financial Advisors: Which is Right for You?

Fee-Only, Fee-Based or Commission-Based Financial Advisors: Which is Right for You?  Despite the seemingly insignificant distinction of terms, the difference between fee-only, fee-based and commission-based financial advisor classifications are...

Rolling Over Your 401(k)? Avoid these 5 Costly Mistakes.

Rolling Over Your 401(k)? Avoid these 5 Costly Mistakes. Mistakes happen. When slipups happen in your 401(k) plan, however, the consequences can be costly – even life-altering. Whether you’re unfamiliar with the rules of the rollover or are in...

Controlling Costs

In the mid-1800s, in a collection of essays entitled “Conduct of Life,” Ralph Waldo Emerson observed, “Money often costs too much.” More than 150 years later, his words remain well worth heeding, as we focus on one of the most effective ways to...

Family Wealth Planning

Family Wealth Planning Whether it’s gathering for an annual reunion, recounting an anecdote about quirky Uncle Jim, or simply being there for one another during difficult times, family traditions are the comfort food that nourishes our most...

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

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...