Many people today are facing difficult choices in achieving their financial goals and, as well they should, are asking serious questions.  Our goal with “The Informed Investor” is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money.

To view our White Paper, “The Informed Investor” please click here.

The material provided is from sources we believe to be reliable, however we cannot guarantee or represent that it is accurate or complete.  Views and opinions are not necessarily those of FMB Wealth and are subject to change without notice.  Because investor’s situations change, this is not intended to indicate suitability for any particular investor.

The FMB Advisors Blog

CLIENT QUESTION OF THE WEEK: What can we expect from the stock market in 2021?

1/12/2021 If there was ever a year that we were reminded of the difficulty of making stock market predictions, it was 2020. Yet, many investors continue to search for "expert" market outlooks in hopes of positioning their portfolio to outperform....

CLIENT QUESTION OF THE WEEK: How might a Biden/Harris administration impact the stock market?

11/18/20 Former Vice President Joe Biden is projected to secure the 270 electoral votes needed to make 1600 Pennsylvania Avenue his home for the next four years. With a new administration comes new policies, which may cause investors to make changes...

CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio? The major online brokerage platforms have seen an increase in new accounts and trading activity as a result of...

Changes to Charitable Giving Under the CARES Act

4/20/2020 First and most important, we hope you and your family are staying healthy and have adapted to the new way of life while we are under stay-at-home instructions.  It’s very likely you have heard of the actions the US government has been...

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...