FM Hrd FM Hrd
 
Stock Markets YTD%
Dow 30 Stocks
-13.0
S&P 500
-12.6
Wilshire 5000
-11.4
NASDAQ
-10.7
Foreign/EAFE in US$
-20.1
Indexes as of
Aug 29, 2008
 

Fortune Management, LLC

We help our clients make smart decisions about their money.

As an independent
fee-only investment management and planning firm, our allegiance is to our client - not the bank, the brokerage firm or the insurance company.

That’s What
I’m Saying

$1 out of every $7 spent in the US economy is health-care related. That's $2 Trillion dollars a year.(source: Wall Street Journal, Department of Commerce).
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5 Gifts That Will Make Your Kids Rich

  1. A Roth IRA — “Best way to make your kid a millionaire.” Kids are best suited to take advantage of the wonders of compound returns.

  2. Alexander, Who Used to Be Rich Last Sunday — “Best book for teaching little kids the value of a buck” by Judith Viorst.

  3. Payday— “Best board game for learning money-management skills.” The classic board game about money.

  4. The Sims 2: Open for Business — “Best for the aspiring entrepreneur.” This expansion pack to the popular computer game allows players to run their own business.

  5. Contribution to a 529 Plan — “Best gift from grandma.” A fantastic way to contribute to a child’s college fund. Deductible for some in NC.

Five Gifts


Pension Protection Act
Described as the most sweeping pension legislation in more than three decades, here’s a summary of some of the major provisions of the new Pension Protection Act of 2006: Read More...
ID Theft
Investment fraud is relatively easy to defend against when compared with the potential for losses of money and credit standing which virtually anyone may face today when Social Security numbers or other personal data fall into the hands of criminals and are used illegally at their owners’ expense…To help yourself protect against identity theft, it is important to have a sense of the many ways in which it may occur. Read More...