FVIM's Insights

News and information about preserving your life savings

Long-Haul Investing and Parenting Parallels

Long-Haul-Investing
​ My poor kids. Someday, I'll have to apologize to them for mentioning them so often in our blog. But as a parent and an investment advisor I can't help myself. Write what you know, as the saying goes. So, how about those financial markets last week? They reminded me of the mixed emotions I have as my children's father and guardian. Usually, I'm bl...
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90 Hits

“This Is Taking Too Long”

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​ The family was excited. We had just pulled out of our driveway on a two-week summer road trip that we'd been planning for months. The route would take us through Oregon, California, Arizona, Utah and Idaho, and back home to Vancouver, Washington. What an adventure it would be! We had been on the road for all of five minutes when my three-year-old...
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109 Hits

8 Action Items for Your Estate Planning

Estate-Planning
​ In our last blog post, Rob shared some personal experiences regarding estate pre-planning. We thought it would be helpful to provide some practical next steps. While this list may not cover everything for your situation, it should help you move the process forward. ​ 1. Decide whom you want to communicate with about your future. Set a date and si...
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  178 Hits
178 Hits

Giving the Gift of Pre-Planning

Giving-the-Gift-of-Pre-Planning
In our last post , we shared some thoughts on how to cope with financial commitments if you've been recently widowed. Because grief and wealth management don't mix, the main theme is, less is more . That is, the fewer big financial changes you try to take on right away, the better. Today, let's explore a closely related topic:  pre-planning . ...
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  234 Hits
234 Hits