Fort Vancouver Investment Management, LLC

Understand when markets reflect collective wisdom versus irrational exuberance, and learn tips to navigate both.

The Wisdom of Crowds vs. Popular Delusions

Unlock the secret to better communication and smarter investment decisions by understanding the difference between perception and perspective.

Quarterly Commentary

Don't Fall Victim to Financial Fraud: Spot the Red Flags and Protect Your Assets!

Avoiding Financial Scams and Identity Theft Slams Ten red flags and essential tips to safeguard your assets and information from cybercriminals. Secure your financial well-being today!

Estate planning includes reviewing legal and tax implications, investment strategies and personal matters to ensure your estate is set up efficiently. Here's where to start:

Estate Planning Basics Estate planning includes reviewing legal and tax implications, investment strategies and personal matters to ensure your estate is set up efficiently.

One client's legacy inspired Rob to reflect on investing principles and long-term relationships.

Quarterly Commentary

We are excited to share that Andrea Silbernagel is now a partner at Fort Vancouver Investment Management! Andrea brings valuable expertise in tax and financial planning. We asked her a few questions:

Get to know our newest partner We are pleased to announce that Andrea Silbernagel is now a partner at Fort Vancouver Investment Management. Having joined FVIM as an Advisor in 2022, Andrea brings valuable expertise in tax and financial planning.

The Tax Cuts and Jobs Act left an indelible mark on American taxpayers. As it is set to sunset in 2026, a window of opportunity remains for individuals to strategize and maximize their tax benefits before the landscape shifts.

Navigating Tax Changes: Maximizing Opportunities Before TCJA Sunsets As the TCJA is set to sunset in 2026, a short window of opportunity remains for individuals to strategize and maximize their tax benefits with Roth conversions, IRA withdrawals and estate planning actions.

There's never a good time to time the market. Instead, maintain a globally diversified portfolio tailored to your needs.

Quarterly Commentary

People have their take on retirement. With planning, hard work, and help from a skilled financial advisor your retirement can be a dream come true (at least according to these notable voices).

Ten Quotes on Retirement People have their take on retirement. With planning, hard work, and help from a skilled financial advisor your retirement can be a dream come true (at least according to these notable voices).

Your financial plan is made up of a variety of investment apples. Why are you comparing it to the returns of a ripe melon?

When Apples Aren't Apples: A Cautionary Tale for Investors

Instead of seeking more concentrated dividend stock positions, we prefer a total return investment strategy, even for retirees who are drawing income out of their portfolios.

What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing

Investors might think of stocks as their cake, and dividends as an extra layer of frosting, but in fact, dividends are a bite out of your cake. Post-dividend, your stock—your slice of a company—is worth a tiny bit less. Find out why...

What’s Wrong with Depending on Dividend Stocks? Part 1: How Dividend Stocks Really Work Investors might think of stocks as their cake, and dividends as an extra layer of frosting, but in fact, dividends are a bite out of your cake. Post-dividend, your stock—your slice of a company—is worth a tiny bit less.

Join us September 16th, 2023 for a BBQ alongside the AppleTree 5k. Connect with our financial advisors and explore recommended books about capital markets and financial security.

Run, Read, and Embrace Financial Wisdom Join us September 16th, 2023 for a BBQ alongside the AppleTree 5k. Connect with our financial advisors and explore recommended books about capital markets and financial security.

Inheriting an individual retirement account (IRA) can be a great way to receive a financial boost from a loved one who has passed away. However, navigating the rules and regulations surrounding Inherited IRAs is often confusing, particularly given the recent updates brought about by the SECURE Act and SECURE 2.0 Act.

What to Know About Inherited IRAs Navigating the rules and regulations surrounding Inherited IRAs is often confusing, particularly given the recent updates brought about by the SECURE Act and SECURE 2.0 Act.

Have you wondered where stock market returns come from and why that matters to your investment approach? If so, this message is for you.

Our Marvelous Markets Our faith in these marvelous markets can be tested when bear markets rage like they have in 2022. It’s natural for our loss aversion tendencies (Investor Behavior Biases) to appear, tempting us to alleviate the uncomfortable feeling.

We recently concluded a three-part blog series on how we choose for our clients. Learn more about our evidence-based approach towards and how that can help you achieve your

How We Choose the Funds We Use: Part 1
https://fortvancouverim.com/blog/how-do-we-choose-the-funds-we-use-part-1

How We Choose the Funds We Use: Part 2
https://fortvancouverim.com/blog/how-do-we-choose-the-funds-we-use-part-2

How We Choose the Funds We Use: Part 3
https://fortvancouverim.com/blog/how-do-we-choose-the-funds-we-use-part-3

How Do We Choose the Funds We Use? Part 1 If you’re seeking clarity, the daily spew of financial commentary won’t help. To cut past the clutter, we’ll revisit our investment selection process over this three-part series. Reviewing the steps involved speaks to the importance of looking past today’s unsettling news in pursuit of your ...

Six Ways a Recession Resembles a Bad Mood There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil.

Investing in I Bonds: Making Lemonade Out of Inflationary Lemons I Bonds are not a cure-all for inflation. And there is a thing or two to know about them before you decide whether to proceed. But as one of few holdings whose payouts are indexed to inflation, they may offer a refreshing haven for a portion of your emergency funds or similar cash reserves.

Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times After taking a closer look at interest rates in part 1 and inflation in part 2, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?

Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation Inflation is the rate at which money loses its purchasing power over time. As you might guess, there are many ways to measure such a squishy figure. There are various economic sectors, such as energy, food, housing, and healthcare, which can complicate the equation by exhibiting wildly different inf...

Interest rates rising, inflation is on the run. What should investors make of these trends? Understanding the Federal Reserves' role is a good place to start.

Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed Chair Jerome Powell had already said we should expect as much, with...

No matter what occurs in the coming days and weeks, please take to heart this reminder for guiding your financial resolve.

Ukraine Despite our fervent hopes that Ukraine’s sovereign rights would prevail over tyrannical aggression, it’s now clear that Vladimir Putin has doubled down on the latter. Time will tell how his plans will play out.

Has recent market volatility caused you to question your current investment strategy? Keep reading for some helpful insights on dealing with stock market swings.

Fighter Planes and Market Turmoil Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness.

Evidence-Based Investing in Brief How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean?

Here are five financial best practices as 2021 comes to a close.

Five Financial Best Practices for Year-End 2021 Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead

Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves. But we can weave each event into the tax-planning fabric of y...

Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one thing to have the tool...

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, ...

Investor Behavior Biases - Recap and Next Steps We’ll wrap the ABCs of Behavioral Biases by repeating our initial premise: Your own behavioral biases are often the greatest threat to your financial well-being. We hope we’ve demonstrated the many ways this single statement can play out, and how often our survival-mode brains trick us into maki...

Investor Behavioral Biases: Part 3 Our exploration continues with more behavioral biases that may negatively impact your financial well-being. You can read our earlier posts, here and here. Let’s continue, shall we.