FVIM's Insights

News and information about preserving your life savings

3 Tax-Efficient Tips for your Investments

Tax Day has come and gone, but the memories linger on, especially the annual reminder that taxes can and do take away from your investment returns. I like to remind people (including myself!) that taxes can be thought of as one of those "good problems" to have. At least it means you're earning the income to begin with, right? And you do still get t...
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When can I safely retire?

If you are approaching retirement age, this question may be consuming your thoughts or regular conversations with your loved ones. Related questions include: Have I saved enough to support my desired retirement lifestyle? How much can I prudently spend each year once I do retire? When should my spouse and I take our Social Security? What investment...
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747 Hits

Fiduciary: A Funny Word with Serious Meaning

​Finance is often such serious business – after all, we're talking about people's life's savings –we advisors may sometimes get caught up in our own gobbledygook language and forget that the rest of the world doesn't know what we're talking about. Take the word " fiduciary ." The term has been grabbing a lot of financial headlines lately, as the Ap...
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1313 Hits

2016: Surprising Events, Predictable Lessons Learned

2016 was an interesting year, filled with many outcomes that none of us would have predicted this time last year. Dimensional Fund Advisors' Wes Wellington summed it up well in his own year-end review . "Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dy...
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