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 weather longer. Come join us for a cold bottle of water and air conditioning at our new offices at 130 D. St. NW. We have two state-of-the-art conference rooms our clients are free to schedule for meetings with accountants, attorneys or other professionals.

Read more ›

Posted in Blog

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 annual returns, for the eight Bear markets and the nine Bull markets from 1926 to 2016. We thought it was interesting and wanted our clients to be aware of the historical significance of these market fluctuations. These are some of the observations we take away from the data:

Read more ›

Posted in Blog

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:

Read more ›

Posted in Blog

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 are in the process of moving back to the Ardmore area so that Kayla can further her career with FMI and Philip can pursue his coaching career in this area. Kayla will resume her role initially as our Client Relations Manager and will eventually take on the role of an adviser with FMI. We are very pleased to have Kayla back and look forward to introducing or reintroducing her to you soon.

Read more ›

Posted in Blog

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 reduce regulations, thus making American companies more profitable and competitive. Since November 8th we have experienced what a friend of mine calls the “wishing and hoping stage” which will last until the legislation is enacted, or not, fulfilling, or not, those promises.

Read more ›

Posted in Blog

The Trump Bump” Post-Election Stock Market Run-Up

Mike and I have had so many questions about the post-election stock market run-up aka, “The Trump Bump,” that we thought we should address it in our December newsletter.

First of all, we and many others were surprised by the election results and the markets’ reaction. Remember the last week of October when the market corrected in response to the FBI announcement they were reopening the Clinton investigation; and markets subsequent advance when the FBI later said “Never Mind”? Thus, it appeared the market would react favorably to a Clinton Presidency. Election night results really shook investors when at midnight, as the Trump win became obvious, the Dow Jones Index dropped more than 800 points. But a funny thing happened on the way to a major correction – all the security indices then began to advance and have not stopped for the last five weeks.

Read more ›

Posted in Blog

Insight into the Stock Market after an Election Year

As eager as we may be for this Presidential campaign to end, it is still two weeks until election-day. We do not know who will win, but we know it will be either Secretary Clinton or Mr. Trump. The burning question is what will happen after the election – how will the stock markets react once the winner is determined? When asked that question Mike and I have to admit we do not know.

Read more ›

Posted in Blog

Women & Finance

It is interesting to contrast the differences in how women and men approach finances, especially when you are looking at retirement. With the workforce in America being almost equal in the number of women vs. men there is a surprisingly low percentage of women today that express confidence in their ability to reach their retirement funding goals.

Read more ›

Posted in Blog

The Value of Family Financial Planning

To: All FMI Clients
From: Jack, Mike and Kayla
Mike, Kayla and I want to alert you to our upcoming Lunch and Learn session, and this one will be special.
On Thursday March 26th at 11:45 AM we will host our next Lunch and Learn at Café Alley. The topic that day is “The Value of Family Financial Planning” or how to talk to the next generation about money.

Read more ›

Posted in Blog

Mint App

June 2014 Newsletter
Mint App- Smart phone, tablet or computer
Do you have children or grandchildren in their 20’s or 30’s? Jack and Mike wanted me to introduce you to the Mint app which might be something that helps spark an interest in their finances.
Mint is a user free friendly tool to track financial planning. You can download the Mint app on any smart phone or tablet and via www.mint.com. Mint is a one-stop shop that allows you to see all your accounts in one place such as investment, checking and savings accounts.

Read more ›

Posted in Blog