FVIM's Insights

News and information about preserving your life savings

Matt joined the FVIM team to help clients prudently plan for their financial future and implement sound investment strategies. He was attracted to the firm based on shared principles.

Matt has more than 15 years of experience in wealth management. Matt earned his MBA from Liberty University, and a bachelor's degree in business management and marketing from Pensacola Christian College. He holds a Series 65 securities license.

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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127 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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128 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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224 Hits

Investment Lessons from a Christmas Gift?

With 'Tis the Season upon us, suffice it to say that gift expectations are running at a fever pitch here in our household. Our three kiddos can hardly contain themselves in their rush to remind us of their Christmas Day (or, more accurately, Christmas Pre-Dawn) gift-opening aspirations! Let's just say, yes, it's been a challenge to manage expectati...
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473 Hits