Resource PDFs

Videos

Tuning Out the Noise
Dimensional On: Recent Market Volatility
Retirement Plans
Research in Focus: Mutual Fund Landscape
Perspectives on Market Volatility
What is Loss Harvesting?
How Much Do You Need to Save for Retirement?

The FMB Advisors Blog

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...

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...