Welcome to the FCU blog! What’s on our mind? You can read about it here.
Whether it’s ideas from the industry or emerging trends, with all the changes in tax codes, investing styles and techniques, as well as social trends, we have plenty of thoughts just bursting to come out.
And who knows, we may throw in a few thoughts on things not related to "the business", such as the arts, a movie review, or some spiffy quote we think is just too profound to keep to ourselves. So keep checking in. We’re glad to have you reading along.
This is the time of the year when investing lump sums into equity mutual funds may not be your best practice. First some basics… Fund managers, particularly stock (equity) fund managers, try to buy low and sell high. They buy a...
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I don't really want to get into the black hole of a technical article here (I won't), but I really want to say something about the differences between the "Value" and "Growth" styles of investing. It can make a huge difference in the...
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I never have anything rehearsed or scripted when talking with clients and potential clients, so it’s seldom that I end up repeating the same phrase over and over. Something I have said often though, is that while I do consider...
Read MoreIt's easy to be comfortable with risk when things are going great. It's when everything turns more volatile that you truly get a better feeling for where your "risk tolerance" level is. If you're starting to feel a little "antsi" about...
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