facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The Latest From Our Blog

Four Ways To Make 2022 Your Most Tax-Efficient Year Yet Thumbnail

Four Ways To Make 2022 Your Most Tax-Efficient Year Yet

There are a lot of big things to plan for in a new year such as upcoming vacations, charitable goals, and everyone’s favorite… tax law changes! But don’t worry, we work together with our clients’ CPAs to monitor tax law changes so you don’t have to. While we don’t yet know all the changes that will be put into law, the IRS has released some guidance for contribution limits that you can plan on. We outline four easy ways to make 2022 your most tax-efficient year yet in this blog post.

Read More
What To Do If Your Financial Accounts Have Been Hacked Thumbnail

What To Do If Your Financial Accounts Have Been Hacked

From ordering groceries online to paying a pet sitter on Venmo, many of us rely on online transactions every day – but what happens when someone uses these platforms to access our financial accounts? Online shopping and app-based banking are easy and convenient for many people, but processing transactions online might make us more vulnerable to hackers accessing our finances. If you find a suspicious charge on your bank or credit card statement, here are 7 steps you can take to restore secure banking and recover lost funds.

Read More
FAI's Ten Investment Principles Thumbnail

FAI's Ten Investment Principles

FAI was founded in 1987 by Mike Martin, when he left T. Rowe Price with the commitment to bring wall street to main street. For over 30 years we have created diversified portfolios using publicly traded individual stocks, bonds, and funds. Based on our investment experience we developed FAI’s Ten Investment Principles to guide us in investing your savings.

Read More
FAI Monthly Insights