Category: Blog

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

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

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:

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

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

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

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

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

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

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

Posted in Blog