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...

Socially Responsible Investing

5/5/2016 Many investors are starting to research the companies that they invest in to find out if they care about their impact on the environment, if they are socially responsible, and if they invest in sustainable programs. This is increasingly...

Are You Unintentionally Sabotaging Your Estate?

  4/22/2016 If you’re like many Americans, you’re working hard to make a good living and provide all the perks of life to your children and family members. On the surface, this seems to make sense. Obviously, we all want  to take care of the ones we...

Why Your Portfolio May Not Be as Diverse as You Think

  4/06/2016 As a savvy investor, you probably already know that diversification is key to having a balanced, secure and low-risk financial portfolio. By dividing your assets among a variety of asset classes, industries, geographic regions, and stock...

Gender Gap in Retirement Security Sentiment

3/17/2016 The ninth annual America Saves Week survey indicates that more Americans doubt their ability to maintain their quality of life during their retirement years. A slight majority of those surveyed, 52% of respondents, stated that they had a...

Social Security File & Suspend Deadline is Approaching

3/10/2016 April 29 is the Last Day to Suspend Retirement Benefits Under Current Rules The Social Security Administration recently announced a major shift for retirees that is slated to take effect this spring under the Bipartisan Budget Act of 2015...

The Persistence Scorecard

03/04/2016 The Short-Lived Success of Active Fund Management The higher they soar, the harder they fall or Why Pay a Premium for Underperformance? Making a case for low-cost passive management Many active fund managers measure their worth and...

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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...