May Statements Delayed

Dear FIM Group Clients-

Delivery of the May 31st, 2016 FIM Group statements is delayed. In the meantime, please refer to your custodian statements or feel free to call us with any concerns. Thank you for your patience.

Take the FIM Group Client Survey

Many companies say they strive for excellence. But FIM Group is different … because our commitment is to provide excellence, and not merely strive for it.

But to do this, we need your help. Specifically, we need your honest, candid feedback to know, how we can improve and be better, and if we’re performing up to your expectations and standards.

Join us for the Winter Investment Strategy Webinar

Please join us Wednesday, February 3rd at 4pm EST for FIM Group's Winter 2016 quarterly webinar. Members of our investment team will review some of the key factors that influenced FIM Group portfolios in 2015 and provide an update on positioning and strategy for 2016. As is our normal format, we will leave ample time to discuss your questions following the presentation. Should you like to submit a question ahead of the webinar, please send us an email at We look forward to your participation!

Top Ten Financial Planning Tips for Year End

Please join our financial planning team for a webinar on Tuesday December 8th at 4pm EST for a discussion of the top 10 financial planning tips for the end of 2015. There is always a rush to complete year-end tax planning strategies and while many tasks remain the same, there can be opportunities or strategies. In this online presentation we will review planning and suggestions for year-end and have time for individual questions and concerns. We look forward to your participation.

Join Us for an Update on Your Investments

Please join us Wednesday, October 28 at 4pm EDT for FIM Group's Autumn 2015 quarterly investment strategy webinar. Several team members will be on hand to discuss the top client questions we've been addressing in recent weeks and our investment positioning as we approach year-end. As is our normal format, we will leave ample time to discuss your questions following the presentation. Should you like to submit a question ahead of the webinar, please contact one of our team members. We look forward to your participation.

Financial Advisers Respond to Stock Market Fall

By Caroline Powers, Reporter
​9&10 News
Originally published August 24, 2015
View the full article

As the stock market's numbers continued to fluctuate today, local financial advisors were busy with phone calls from nervous clients.

“Markets tend to be very emotional, and on the short term especially,” says Paul Sutherland, Chief Investment Officer at FIM Group.

When markets move quickly, financial advisors schedules quickly change.

Join us for our Spring 2015 webinar on April 22

Please join us Wednesday, April 22 at 4pm EDT for FIM Group's Spring 2015 quarterly webinar.

Members of our team will review the investment activity during the most recent quarter and provide an update on current positioning and strategy. As is our normal format, we will leave ample time to discuss your questions following the presentation. Should you like to submit a question ahead of the webinar, please contact one of our team members. We look forward to your participation!

Title: Spring 2015 quarterly webinar

Digital Asset Inventory Form

FIM has recently published a "Digital Asset Inventory Form." This document will help you manage passwords, online accounts and digital property.

The Science of Older and Wiser

Paul Sutherland's April 2104 Current Observations article, Wisdom , referenced the following piece recently published in the New York Times. In it, research is examined to define the cognition of widsom.

The Science of Older and Wiser

Special Report: Closed-End Municipal Bond Funds

The final weeks of 2013 have been quite busy for our investment team, and you may have noticed a pick-up in trading activity. We have been finding a variety of year-end, bargain-priced investments, including one area of the market that is particularly attractive for taxable accounts: closed-end municipal bond funds. We hope that you find the attached special report helpful and encourage you to be in touch should you have any questions or concerns.

Wishing you a very happy and healthy New Year,

The FIM Group Investment Team

Year End Financial Planning Checklist

If you are a high-income wage earner, you should have your tax preparer estimate your 2013 income tax liability. Several new taxes on unearned income (capital gains and dividends), the new phaseout of itemized deductions and the Medicare earned income tax may result in a significantly higher income tax liability for 2013.

If you were 70½ or older in 2013, make sure you have completed your required minimum distribution for 2013. Also, if you have an inherited IRA, regardless of age, you may be required to take a minimum distribution.

FIM Group Sponsors Prestigious Film Event on Poet Laureate

“Poets are guardians of independence,” said W.S. Merwin, one of the world’s most lauded poets, and subject of the documentary film, Even Though the Whole World is Burning. In a private “first” screening event, FIM Group hosted a magical evening, beginning with a sunset reception and storytelling from beloved actor Hector Elizondo and author John Burnham Schwartz. Seabury Hall’s elegant new Creative Arts Center was perfect for this crowd of almost 300 and poignant film.

June Webinar Signup: Currencies, Inflation, Politics and Prosperity

Join us for a discussion and presentation on Thursday, June 27th from 4:00 - 5:00 p.m.

Please join Paul Sutherland as he discusses Currencies, Inflation, Politics and Prosperity. Investing is not a zero sum game - wealth is both created and transferred from the silly, trend-following investor to the savvy, thoughtful, realistic investor. The webinar will focus on understanding how the forces that tend to destroy wealth such as inflation, currency devaluations and such can also increase it.

Renee Egelski of FIM Group Earns Certified Financial Planner Designation

Traverse City, MI, May 1, 2013 – FIM GROUP, LTD. Is pleased to announced that Renee Egelski has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Ms. Egelski has worked at FIM Group since April of 2006 and is responsible for financial planning and wealth management for clients out of our Michigan office.

Jeff Lokken's recent article in the Wall Street Journal

Jeff Lokken's recent article in the Wall Street Journal: "A Need to Catch Up".

Retirement is an exciting prospect for Miriam Wuensch, but financing it is a scary one.

Ms. Wuensch, 56, says she'd like to retire by 70, "if I'm lucky." But she hasn't had a 401(k) match since 2004, and fears she has too much ground to make up before she'd be able to retire comfortably.

Q&A with Barry Hyman March 2012

Q: I noticed on my most recent statement there is a lot more “idle cash” in money market than normal. Why have so much cash?


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