FVIM's Insights

News and information about preserving your life savings

Giving Holiday Thanks

As 2013 winds to a close, we at Fort Vancouver Investment Management pause from our usual money-management posts, to give thanks to those of you who have found our insights helpful. Whether you’ve shared feedback with us or enjoyed our posts without remark, we are so grateful to each of you for making time for us in your busy lives. In exchange, I hope we’ve been able to make a quality difference in your life. Speaking of making a difference, here’s some feel-good news also worth celebrating during this holiday season of giving. Scanning the financial columns in early December, I...
Continue reading
  3628 Hits
3628 Hits

Mixing NAPFA and Wrigley Field

Ah, summer time. I’m writing this on a Friday, only a couple of days past the longest day of the year, when the extended hours of Pacific Northwest sunshine make up for our “forever” dark days of winter. The mind turns to travel, collegial events … and baseball. Last month, I attended a National Association of Personal Financial Advisors (NAPFA) Mix Group in Chicago. As usual it was good to catch up with my advisor colleagues, plus the gathering always generates new ideas to share in my blog. As I reflect over the years and meeting venues (last fall was New...
Continue reading
  3297 Hits
3297 Hits

How Do You Spell Investor Success?

As my wife Valerie and I approach our 20th wedding anniversary in early April we are finding ourselves making some last minute decisions on how to celebrate. Sure, the big, round number feels great; an occasion to pause and reflect. But anyone who’s been in a significant relationship for any length of time knows that numbers alone don’t spell marital success. What matters the most is the quality of life you’ve built together in whatever time you’ve shared. The same can be said about investing. Of course the numbers — your short term investment returns — are helpful in gauging how...
Continue reading
  4079 Hits
4079 Hits

New York City: Where Volatility Never Sleeps

I was recently in Brooklyn, New York to attend a NAPFA -sponsored investment conference along with several hundred of my fellow independent advisors and financial planners. I was also able to catch up with the six colleagues in my Mix group (as introduced in previous blogs). At both the conference and within my smaller mix, there seemed to be a dominant theme on most of our minds: How can we help investors cope with the current levels of market volatility? New York City seemed the perfect place to tackle such a question. It is home for approximately 8 million people and...
Continue reading
  6112 Hits
6112 Hits