Author: fmiardmore

Is Life Insurance a Good Investment?

Is life insurance a good investment? Life insurance can be a wise investment, but not necessarily a good investment tool. Let me explain. There are two main reasons to have life insurance. One is to cover the cost of a

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What is Family Wealth Management

Family Wealth Management: What is this? A process whereby individuals and couples put together a full financial picture of what they own. A qualified financial advisor can be a great source to help you with this process. They can work

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A Brief Look at the GOP Tax Proposed Legislation

November 8, 2017 NOVEMBER NEWSLETTER A BRIEF LOOK AT THE GOP TAX PROPOSED LEGISLATION Well after months of waiting it has happened – the GOP has presented its legislation to reform and/or reduce income taxes. The new bill entitled “Tax

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Trust- Should You Have One? Can You Afford One?

Should you have one? Can you afford one? Yes and Yes. Trusts are not just for the wealthy. They are the best way to pass your assets to others. Utilizing a revocable trust eliminates the probate process and related costs.

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Tax Reform

Alright so what is up with the tax reform proposed by the president and being considered by Congress? Well as in any legislation there will be winners and losers; or, said another way – those who smile and those who

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Services Provided by FMI

To: All clients From: Jack, Mike and Kayla July newsletter Well we hope we can all survive this summer heat wave. As veterans of Oklahoma summers we all knew what to expect, we were just hoping to prolong the spring-like

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The BULLS and BEARS

The BULLS and the BEARS I just came across the attached ‘The History of U. S. Bear and Bull Markets Since 1926” prepared by First Trust Portfolios L.P. this year. The graphical presentations display the durations, total returns and average

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Six Bad Excuses for Not Saving for Retirement

May 2017 Newsletter-Six Bad Excuses for Not Saving for Retirement. An August 2012 article by Sheyna Steiner published by Fox Business listed the following six bad reasons not to save for retirement are paraphrased here:

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Cyber Security Event Notice

We have some exciting news from FMI to share with you. First, our very own Kayla Tweedy has returned to FMI from an almost two year absence, beginning her work back here on March 20. She and her husband Philip

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The Wishing and Hoping Stage

So where do we go from here? First fueled by anticipation, and secondly by earnings, the stock market sets record highs in all indexes almost every day since the election. The President campaigned on the promise to lower taxes and

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