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Curtis R. Gross, CFA, Promoted to Chief Investment Officer for FAI Wealth Management
Curtis R. Gross, CFA, Promoted to Chief Investment Officer for FAI Wealth Management

FAI Wealth Management Chairman, J. Michael Martin, has announced that Curtis R. Gross, CFA, has been promoted to the position of Chief Investment Officer for the firm effective July 1, 2015.

Congratulations Mary Thompson, Our Leadership Howard County Premier Graduate!
Congratulations Mary Thompson, Our Leadership Howard County Premier Graduate!

Congratulations to Mary Thompson, CFP®, CASL®, Principal & Senior Advisor at FAI, for graduating from the Leadership Howard County Signature Premier Program! 

Open Your Heart, Donate, Get a Tax Deduction, and a Tax Credit
Open Your Heart, Donate, Get a Tax Deduction, and a Tax Credit

In the U.S., most people donate time, talent, and money out of the goodness of their heart. To encourage donations, the federal, state, and local governments provide tax deductions for contributions to qualified charities and nonprofits.

Advantages of Defined Benefit Plans for Small Business Owners
Advantages of Defined Benefit Plans for Small Business Owners

If you are a sole proprietor or small business owner with only a few employees, you may be missing out on a great opportunity to achieve two important goals: mitigating your income tax liability and increasing your retirement savings.

J. Michael Martin
FAI Investment Outlook 2Q 2015

Start to finish, U.S. stocks went nowhere in this year’s opening three months; but prices were as fidgety as an eight year old who just wolfed down two ice cream cones…

Family Togetherness Helps In Caring For Aging Parents
Family Togetherness Helps In Caring For Aging Parents

It can happen gradually or overnight, but sooner or later most adult children must coordinate care for one or both parents, a situation that puts tremendous strain on sibling relationships. The best outcomes come when family conversations are held well in advance, ideally by the time parents are in their early 70s.

J. Michael Martin
The Blue Sheets - Meeting The Challenge: Finding safe returns in a slow-growth, low interest-rate world

Broadly speaking, both stocks and bonds are quite expensive by most historical metrics: they are valued at the high end of the range that they enjoyed when expectations for economic growth were twice our current reality.

J. Michael Martin
FAI Investment Outlook 1Q 2015

Investment disciplines have a lot in common with weather forecasting. Both are a mixture of art and science. Both try to anticipate future developments completely beyond their control. And professionals in both fields are closely observed by millions of people who make plans based on their prognostications.

More Women Are Taking Charge of Financial Planning – Her Mind Magazine, Her Money Column
More Women Are Taking Charge of Financial Planning – Her Mind Magazine, Her Money Column

Traditionally, men have taken responsibility for managing and achieving the family's long-term financial goals. As a result, many women grew up looking to fathers, brothers and husbands for guidance. But men's and women's goals tend to differ when it comes to money.