FVIM's Insights

News and information about preserving your life savings

Thankful Thinking

Just as it's best to engage in year-round tax planning instead of waiting for April Fool's Day, we'd probably all be better off if we maintained a continuous "attitude of gratitude." Still, it doesn't hurt to have at least one day of the year officially dedicated to being thankful, to remind us of what we should be practicing all the time. Better l...
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914 Hits

Politics, Markets and You

​ As we commented in a recent letter to our clients, "To say that it's been a crazy election year would be a vast understatement." So, as November 8 draws nigh, we won't try to speculate on the outcome of all the excitement. That said, we are in a much better position to comment on how important it is to not allow your political leanings to ha...
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743 Hits

What's Your Favorite Collection?

​ A collection. What comes to your mind? Maybe it's those silver coins you inherited from Grandpa, a book of vintage stamps, or that Mickey Mantle or Hank Aaron rookie baseball card. Whatever it may be, you most likely have a collection of value – sentimental, financial or both. Then there are those other collections. The kind that clutter, detract...
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891 Hits

Investing Can Be a Real Beach Ball

While my family and I have been enjoying our summer, I’ve been inspired by some of the ways our outdoor activities remind me of investing. Then again, given my profession, there’s not much that doesn’t remind me of investing. For example, check out this beach ball we purchased. The first six words are in English, with the rest no doubt saying the same thing in a litany of languages: “WARNING! USE ONLY UNDER COMPETENT SUPERVISION.” Legal fine print has found its way into our summertime fun time… with about as much impact as it has anywhere else. It’s not that...
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875 Hits