Should I Invest in China in 2016?

China has started 2016 off with a bang! Here’s what’s happened thus far. The Shanghai Composit Index (SCI) fell 11.96% during the week of January 1st through January 7th, making it the worst week in the history of the Chinese…

Fighting Elderly Fraud

There are a staggering number of financial scams in our society, and many are aimed toward taking advantage of the elderly. If you are senior citizen or have a loved one who is, it is important to familiarize yourself with…

2014 Year End Tax Tips

Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings for the end of the year on your paystub, or…

6 Things to Consider Before Retirement

Thirty-one percent of non-retired respondents reported having no retirement savings or pension, including 19% of those ages 55 to 64 according to a recent survey by the Federal Reserve.  Those are sobering statistics considering most individuals desire to retire in…

FSI Featured in InvestmentNews Magazine

Our operations specialist, Grace Kvantas, was recently featured in InvestmentNews Magazine.  The article explains how financial advisors can find and hire new talent since many financial advisors are nearing retirement and are unsure how to find someone younger to take…

Why We Are Embracing Social Media

We realize how quickly the world is changing, and with the lightning fast technologically-driven world in which we live, we understand the desire to have information in a quicker, more relevant way. In response to this, we want to describe…

What’s Spookier than College Savings?

Education costs can be one of the most significant and daunting expenses that ever cross a parent’s path.  According to a recent study by Fidelity, most families are “…on track to meet just one-third of their college savings goals.” This…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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