FMD Capital Management

Posts Tagged: wealth management

Preparing Your ETF Portfolio For A Successful 2018

Written by David Fabian, January 02nd, 2018

Everyone starts out the New Year with a fresh metaphorical slate and the expectation that the next twelve months will be full of opportunity. This view is one that many investors are now embracing as we continue to experience expanding prices through the breadth of the current bull market.

The turning of the calendar is also a perfect opportunity to evaluate your positions and diligently prepare your portfolio for success. The following tips can help balance risk and shore up any holes in your existing asset allocation.

Read the complete article at NASDAQ.com

6 Lessons I learned In 2017

Written by David Fabian, December 27th, 2017

The end of every calendar year brings about a sense of accomplishment from both a personal and professional standpoint.  It’s also a wonderful time to reflect on lessons that were learned or re-enforced over the course of the preceding twelve months.  I have made this somewhat of an annual tradition and believe wholeheartedly that this process makes me a better investor, advisor, and writer.  Read more

The Biggest New ETF Launches of 2017

Written by David Fabian, December 12th, 2017

2017 will easily go down as one of the sturdiest on record for exchange-traded funds. Not only were a multitude of new and exciting funds launched, but fresh heights were achieved in global fund flows to these diversified investment vehicles. Through the first eleven months of the year, ETFs have amassed over $400 billion of new assets and have yet to show any signs of slowing down.

Much of this capital has been driven by the obvious benefits that ETFs offer over comparable alternatives. They serve as a way to access markets without the high fees of mutual funds or the business risk of individual stocks. These tools are a low-cost and transparent way to own virtually any asset class or factor dynamic while still retaining full control of your portfolio. They are easy to own, easy to understand, and give investors a tremendous leg up on reaching their long-term goals.

Read the complete article at NASDAQ.com

The Investments Change But The Psychology Remains The Same

Written by David Fabian, December 10th, 2017

The deluge of investment mania surrounding crypto currencies and Bitcoin in particular is unlike anything I have seen throughout my investment career.  Having not managed money through the dot-com bubble, it’s difficult to compare this period to any real-world experience on my part.  Many are jumping to conclusions that this new digital currency is going to revolutionize the world.  Others are comparing it to a disillusioned craze that will only benefit a tiny minority and end badly for most.  Read more

Stock Market Shortcuts & Hacks

Written by David Fabian, September 12th, 2017

Most people are hardwired to look for shortcuts.  The fastest way home from work.  The most efficient way to mow the lawn.  The chance to make our lives easier or more productive can be a positive in many work environments.  It may also make you feel more accomplished in other aspects of your life as well.

However, when that same impulse is applied to the stock market, it takes a much darker turn.  Read more