FMD Capital Management

Posts Tagged: portfolio management

Four Years Ago…

Written by David Fabian, March 15th, 2017

Four years ago, we set out to build something special.  The founding of FMD Capital Management became not only a professional achievement, but also the start of a journey to find a better way to manage money.

This week marks the fourth anniversary of our firm’s origin.  We started this company with the commitment to work harder than other investment advisors.  To be advocates for our client’s best interests and to share our knowledge in real-time.  It’s with great pride that we continue that same bedrock promise to this day. Read more

The Value Of Incremental Steps In Your Investment Portfolio

Written by David Fabian, February 03rd, 2017

Investing is a stressful endeavor – plain and simple.  You never have all the facts to make a perfect decision.  You are only able to see the right answer with the benefit of hindsight.  Things are always slow on the way up and frenetic on the way down.  This all leads to emotions taking their toll on every single one of us.  Read more

Illuminating 4 Top Target Date Retirement Funds

Written by David Fabian, January 21st, 2017

Target date mutual funds are commonly found among company-sponsored retirement plans such as 401(k)’s and 403(b)’s.  These “set-it-and-forget-it” style funds own a broad mix of stocks and bonds that slowly changes over time.  The farther out your retirement date, the greater percentage of assets will be skewed towards stocks as a riskier growth asset.  The portfolio will then begin to balance itself towards bonds and cash to become more conservative the closer you get to retirement.  Read more

3 Core Bond ETFs That Are Coping Well With Rising Rates

Written by David Fabian, January 06th, 2017

A reader recently sent me a question asking why you would own a bond fund when interest rates are on the move higher.  This type of sentiment is more than likely on the minds of many investors as they prepare for 2017 and evaluate adjustments to their asset allocation.

The short answer is that every diversified portfolio should have bond exposure to balance out the risk of other asset classes – i.e. stocks and commodities.  Bonds have historically provided a shock absorber for the equity side of the portfolio and have not shown any signs of relinquishing that trait.  Simply letting go of all your bond exposure will unnecessarily tilt your risks and returns towards a single outcome.  Read more

Our Kickoff To 2017

Written by David Fabian, January 02nd, 2017

Dear Reader,

Welcome to 2017!  The fresh start of a New Year brings with it so many opportunities for positive changes to enhance your investment success.  At FMD Capital Management, we are proud to continue our mission of education, transparency, and a sensible approach to portfolio management.

We are also excited to share with you updates and changes to our services to pursue those goals in 2017 and beyond. Read more