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.

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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 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.

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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.

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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.

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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.

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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.

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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.

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Thoughts on spending in retirement

From: Jack, Mike and Kayla
Re: Thoughts on spending in retirement
Date: July 14, 2014
Happy Summer one and all. We are all back in our places for July – Kayla returned from her honeymoon, Mike completed the inaugural Corporate Challenge and I came back from playing with my granddaughters in Nashville. There is nothing like seven and an eleven year-old granddaughters to make you appreciate naps.

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Dimensional Fund Advisors, DFA

To: All clients
From: Jack, Mike and Kayla
Re: August newsletter
Happy summer to all! By now we have survived some triple digit days and we are only weeks away from College Football kickoff, so the end is in sight.
Earlier this year Mike and I became familiar with Dimensional Fund Advisors, DFA – a mutual fund family managing more than $356 billion with 11 offices around the globe. After a series of telephone interviews, surveys and a two day seminar at their campus in Austin, the reps came to Ardmore for an office visit. Only then were we allowed to join the exclusive network of independent advisors who are registered to purchase Dimensional funds for our clients.

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Lunch & Learn Topic Review

To: All FMI clients
From: Jack, Mike and Kayla
September News Letter
For those who attended our last “Lunch and Learn”, presented by Bryan McClune, on September 11th this may serve as a review; and for those who could not attend this will be a worthwhile primer for his topic of Alternative Investment Advice:

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