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...

Pages

The FMB Advisors Blog

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? 8/20/19 A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US...

Wealth and Health

2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health and Your Wealth Chapter 1 – More of BOTH is Better! “Early to bed and early to rise keeps a man healthy, wealthy and wise”    Ben Franklin   “...

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...