DOL’s Fiduciary Rule Goes into Effect on June 9

6/1/17 After a 60-day delay from its original schedule, the Department of Labor’s (DOL) fiduciary rule – an investor-protection law created under the Obama administration – is now set to go into effect on June 9, 2017. Many investors are wondering...

The Uncertainty Paradox

5/11/17 “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable...

Indexes and Your Investments: Part IV

3/31/17 The Opportunities and Challenges of Index Investing In the late 1800s, Charles Dow, the father of the Dow Jones Industrial Average, originally set out to measure market trends and forecast market movements through the creation of the world...

Indexes and Your Investments: Part III

3/23/17 Index Fund History, Types, and Definitions Explained In our last Indexes and Your Investments blog post, we reviewed what makes the most popular index funds rise above the rest and how the individual stocks in these popular index funds are...

Indexes and Your Investments: Part II

3/9/17 A breakdown of how index funds are formed As we learned in our introductory “Indexes and Your Investments” blog post, index funds are groups of stocks, similar to mutual funds, containing stocks with similar characteristics, such as size,...

Indexes and Your Investments: An Introduction

2/24/17 The Dow Jones Industrial Average reached 20,000 in January, and at the time of this writing, it is well on its way toward 21,000. What does an index really represent, and what does it mean to you as an investor? We will be tackling these...

How Trump’s Tax Law Changes Will Impact Your Portfolio

1/25/17 President Trump and his administration have proposed several changes to tax law, including reductions to income tax, capital gains tax (for some tax brackets), and business taxes. Amidst these impending tax law changes, it is important to...

Divorced? This New Social Security Rule May Apply to You

12/27/16 Divorcees should keep an eye on newly revised rules that now apply to Social Security benefit claims. In November 2015, Congress passed the Bipartisan Budget Act, which added a new set of rules for divorced individuals who meet certain...

10 Life Events That Should Trigger an Update to Your Estate Plan

12/19/16 Many people draft an estate plan when they start a family, then do little to make updates to it as other key life events happen. This is a major mistake that can put your hard-earned money built over a lifetime in the wrong hands or tied up...

The Shift from Active to Passive Management May Not Be as Radical as It Seems

11/22/16 Since the release of the Department of Labor’s new fiduciary rule and following many reports about the failure of most active fund managers in outperforming their benchmarks, there has been a lot of talk lately about a massive shift from...

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The FMB Blog

DOL’s Fiduciary Rule Goes into Effect on June 9

6/1/17 After a 60-day delay from its original schedule, the Department of Labor’s (DOL) fiduciary rule – an investor-protection law created under the Obama administration – is now set to go into effect on June 9, 2017. Many investors are wondering...

The Uncertainty Paradox

5/11/17 “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable...

Indexes and Your Investments: Part IV

3/31/17 The Opportunities and Challenges of Index Investing In the late 1800s, Charles Dow, the father of the Dow Jones Industrial Average, originally set out to measure market trends and forecast market movements through the creation of the world...

Indexes and Your Investments: Part III

3/23/17 Index Fund History, Types, and Definitions Explained In our last Indexes and Your Investments blog post, we reviewed what makes the most popular index funds rise above the rest and how the individual stocks in these popular index funds are...

Indexes and Your Investments: Part II

3/9/17 A breakdown of how index funds are formed As we learned in our introductory “Indexes and Your Investments” blog post, index funds are groups of stocks, similar to mutual funds, containing stocks with similar characteristics, such as size,...