Newsletters

Planning for Longevity and Vitality   If you’re an avid reader of health and science journalism, you have likely noticed the recent emergence of longevity as a buzzword. This shouldn’t come as a surprise, for most people it’s relatively easy to make a case for a lifestyle that maximizes one’s...

Markets delivered relatively good results in the first quarter. With stocks up approximately 7.5%, investors are perhaps looking ahead to a recovery in the economy and earnings, while shrugging off new challenges in the banking sector. These challenges may prompt a new direction for the Federal...

What’s Next for Banks and Markets? You have likely seen headlines over the past few days regarding regional bank failures and Federal Reserve actions to support depositors. FBB’s team of analysts and advisors has been evaluating the situation and working to analyze the implications for broader...

The misery index is getting better, but Americans may feel a lot more miserable in 2023. How should investors respond? Many Americans are hoping for a happy new year after the economic and financial challenges of 2022, which included eye-watering inflation and a bear market. Careful what you wish...

Turning Points Dear Clients and Friends, Investors are eager to welcome a new year and forget a dismal 2022, which saw one of the worst performances for balanced stock and bond portfolios since the Great Depression. Savers, investors, and advisors are licking...

20 Tasks to Cross Off Your Year-end Financial Checklist “Recorder ground control.”“On.” Those are the first spoken words between a Captain and First Officer prior to a detailed and precise takeoff procedure onboard an Airbus A320. First, the crew confirms that the recorder is on, ensuring that the...

Investors Prepare for a Deep Freeze this Winter Dear Clients and Friends, Investors have suffered a string of challenges this year including rising concern for European security, energy prices, and the possibility of a recession this winter. While the U.S. economy and job market remain intact for...

Education Planning: Legal Documents Every College Student Should Have As the dog days of summer start to fade into thoughts of fall, you realize that back to school will look radically different this year as your child is heading to college. It seems like...

Testing Our Resolve Dear Clients and Friends, The first half of 2022 has tested the resolve of many long-term investors as economic surprises, stock performance, and even bond market returns all went in the wrong direction. While it may be tempting to sell risk assets during challenging periods...

How the Russian Invasion of Ukraine Impacts ESG Investors and What to Look for Ahead Since the beginning of Russia’s invasion of Ukraine, the world has understandably focused on the tragedy inflicted on the people of Ukraine. When it comes to investing, the invasion has profound implications for...

Women & Finance: The Importance of a Rainy Day Fund Your insurance agent, banker, and financial planner are likely to deliver some version of “rainy day” advice to clients. Bankers may advise small business owners to maintain an open line of credit; insurance agents may recommend insuring...

A Motley C.R.U. of Market Pressures Market pressures persist into the second quarter of 2022, though we continue to see a way out for both stocks and bonds over the medium term. So, what’s got markets on edge this time? Investors are selling both risky assets and safer securities amid an unwelcome...

Powell, Putin, and Probabilities Dear Clients and Friends, A string of unexpected events in the first quarter left investors scratching their heads and dramatically adjusting probabilities of potential market outcomes. Jay Powell and the Federal Reserve emerged from hibernation this winter with a...

Millennial Investors and the Great Wealth Transfer Millennials (those born between 1981–1996) are now the single largest generation group in the U.S., having surpassed baby boomers (born between 1946-1964), 72.1 million to 71.6 million, as of 2019. Much has been written of the varied challenges...

Maximizing College Savings  As students gear up to receive admissions letters, we thought we’d share some thoughts on planning for and paying for your student’s college tuition. With the cost of attendance at some of the most elite schools topping $75,000 per year, on average, students today face...

January 1, 2022 Will the Aging Bulls Make it a “Four-Peat?” Dear Clients and Friends, This holiday season many Americans gave gifts, unwrapped presents, and checked their stockings. As we wrap up another calendar year, many investors checking their stocks have noticed that markets have delivered...

Tax Efficient Ways For Women To Give in 2021 As a working mother, there are lists that we write in our minds to prepare ourselves for the holidays even before school has begun. If giving is a part of your holiday tradition, this is one task that you can accomplish far in advance of the frenzy that...