Investor Resources
At FMA we help our clients achieve their financial goals by tailoring a disciplined investment plan that meets their unique needs. We encourage our clients to ask questions, because we believe that an informed investor is better investor. In this section of our website we provide articles to educate investors about of the state of the market, how today’s headlines impact investments and the basics every investor should know.
To learn more, click on the links below to view the full text of our recent articles.
What You Need To Know About Financial Products
> Annuities Can’t Guarantee Peace of Mind
> Dimensional Fund Advisors’ Passive Fund Management Theory
> Exchange Traded Funds Gain Popularity
Planning For Retirement
> Is Your 401(k) Plan…
> Retiring In A Zero Interest Rate World
> Transitioning into Retirement
Understanding Investment Strategies
> The Importance Of An Annual Portfolio Review
> Time in the Market - Not Timing - Is the Key
> Discipline, Courage Spell Success in Long-Term Investing
> Investing in Bonds Could Add Balance…
> Rebalancing Your Portfolio
Headlines Impacting The Market
> Economic Principles Remain Intact as Markets…
> Election Year Impact on the Market
> Investors Must Take Responsibility . . .
> Stock in Small Banks . . .
> Subprime Mortgage Impact
> The Bear Market in Perspective
Basics That Every Investor Should Know
> What You Need to Know About the New Cost Basis Reporting
> Getting Current On Currency:
- Part 1—The History Of Currency
- Part 2—The Gold Standard
- Part 3—The Currency Of The Future
> Understanding The P/E Ratio
> Prime Rates and the Federal Reserve
> The Basics of Bonds
> Understanding Mark to Market Accounting
> What is the Dow Jones Industrial Average
> Understanding The Fed and Its Policy
Finding The Right Financial Advisor
> Financial Providers Gear Up for a Boom
> Selecting a Qualified Financial Advisor
Tax Implications For Your Portfolio
> Planning for Potential Tax Changes