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Whether it is our Marketing Commentary or our Wealth Report we will help keep you up to date! Once in a while we may throw in a quiz or fun facts. So keep checking in. We’re glad to have you reading along.

Wednesday, June 17, 2020

FOOTNOTES, DISCLOSURES, AND SOURCES:Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice and Financial Planning offered through Financial Management, Inc., a Registered Investment Advisor and separate entity...

Wednesday, June 3, 2020

Friday, May 15, 2020

Friday, April 24, 2020

Monday, April 6, 2020

What To Know About The Covid-19 Stimulus Bill As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to...

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Friday, March 27, 2020

Wednesday, March 4, 2020

Friday, February 28, 2020

Tuesday, February 25, 2020

Tuesday, February 11, 2020

Tuesday, January 28, 2020

Tuesday, January 14, 2020

Wednesday, January 1, 2020

Tuesday, December 31, 2019

Monday, December 16, 2019

Wednesday, November 27, 2019

Friday, November 8, 2019

2020 Tax Planning Year End Preparations How to Prepare for the 2020 Tax Season The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest....

Tuesday, November 5, 2019

Wednesday, October 30, 2019

Friday, October 11, 2019

Tuesday, October 1, 2019

 Caution: When evaluating whether to initiate a rollover from an employer plan to an IRA, always be sure to (1) ask about possible surrender charges that may be imposed by your employer plan, or new surrender charges that your IRA...

Wednesday, September 18, 2019

Monday, September 9, 2019

The FMI Wealth Report was created to bring you advice and commentary centered around personalupdates, concepts, and strategies to help you in your quest for financial security and independence. Please feel free to contact us regarding...

Wednesday, May 2, 2018

FMI COLLEGE PLANNING SPECIAL REPORT The FMI Wealth Report was created to bring you advice and commentary centered around personal financial planning, issues and strategies. It is our goal to bring you timely and valuable ideas, updates...