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Grant Blindbury

Grant Blindbury

Grant Blindbury has been working in the Investment Advisory industry since 2003 managing assets of affluent individuals and pension plans. Grant earned his bachelor's degree in Business & Economics at the University of California at Los Angeles (UCLA) in 2001. Grant specializes in working with clients approaching or entering retirement and positions them for success by coordinating their most important financial affairs. Grant's goal, as his client’s personal CFO, is to deliver both the financial outcome and experience necessary to accomplish their most important goals. In 2007, Grant earned the professional credential CERTIFIED FINANCIAL PLANNER™ (CFP®). He is president of his local Estate Planning Council and participates in multiple professional learning groups. He is on the Board of Directors for Big Brothers Big Sisters of Ventura County as well as being a “Big” himself. From the outset he was drawn to the client-centric model that fee-based advisory services provided and joined forces with Fields Financial Associates, Inc. He would later partner with the founders of Fields Financial Associates to form FMB Wealth Management. He has been a licensed Investment Advisor since 2003.
Grant Blindbury

Latest posts by Grant Blindbury (see all)

Indexes and Your Investments: Part III

Index Fund History, Types, and Definitions Explained In our last Indexes and Your Investments blog post, we reviewed what makes the ...

Indexes and Your Investments: Part II

A breakdown of how index funds are formed As we learned in our introductory “Indexes and Your Investments” blog post, index ...

Indexes and Your Investments: An Introduction

The Dow Jones Industrial Average reached 20,000 in January, and at the time of this writing, it is well on ...

How Trump’s Tax Law Changes Will Impact Your Portfolio

President Trump and his administration have proposed several changes to tax law, including reductions to income tax, capital gains tax ...

Divorced? This New Social Security Rule May Apply to You

Divorcees should keep an eye on newly revised rules that now apply to Social Security benefit claims. In November 2015, ...

10 Life Events That Should Trigger an Update to Your Estate Plan

Many people draft an estate plan when they start a family, then do little to make updates to it as ...

The Shift from Active to Passive Management May Not Be as Radical as It Seems

Since the release of the Department of Labor’s new fiduciary rule and following many reports about the failure of most ...

Taking Losses in Your Portfolio for Tax Benefit Purposes

Let’s face it, none of us ever go into an investment thinking it will not work out, but this does ...

An Analysis of Presidential Elections and the Stock Market

Next week, Americans will head to the polls to elect the next president of the United States. While the outcome ...

Why Wells Fargo’s Misconduct Should Make You Think Twice About Sinking Investments in Your Company’s Stock

Many people think it makes sense to invest in shares of the company that they work for. Intuitively, it makes ...

Structured CDs: The Latest Wall Street Scam to Take Your Money

Most people, especially retirees who are accustomed to banking for many years, are well aware of what a certificate of ...

Ways to Recover a Lost 401(k)

Most of us check our bank accounts regularly, are diligent in the daily management of our checking accounts to make ...

Can the Outcome of the Presidential Race Impact Your Investments?

This year’s presidential race will surely be one for the record books. Already, the media coverage, the drama and the ...

The Result of the Brexit Vote Has Made Diversification More Important Than Ever

Experts all over the world predicted that the remain vote would win the day on June 23, 2016 when Brits ...

The Way High Net Worth Individuals Think About Philanthropy is Changing

Philanthropy has always been a major component of financial planning for many wealthy families. In the past, it was common ...

The Future of Social Security

Will Social Security Cease to Exist? The future of Social Security is frequently discussed and debated among Americans young and old ...

The Wine Lover’s Guide to Investing

What do fine wines and financial portfolios have in common? Like a fine wine, quality portfolios take work. The best ...

What to Do with Your Investments in the Wake of Brexit

One week ago on Friday, the unexpected happened: Britain voted to leave the European Union. The “Brexit”, as it was ...

Why Having an Estate Plan is So Important

Every once in awhile, a major figure in the public eye passes away without a living trust or will. Recently, ...

Tips for Successful Estate Planning

When it comes to death and taxes, people often avoid taking the time to plan ahead. Unfortunately, estate planning involves ...

Factoring “Fun” Into Your Retirement Plan

Many people who imagine their lives in retirement envision themselves on white sandy beaches, traveling the world, or enjoying myriad ...

Our Mixed Up, Messed Up Relationship with Investment Risk

“What the imagination can’t conjure, reality delivers with a shrug.” – Trumbo (movie voice-over)   Whether it’s the recent destruction wrought by ...

Socially Responsible Investing

Many investors are starting to research the companies that they invest in to find out if they care about their ...

Are You Unintentionally Sabotaging Your Estate?

If you’re like many Americans, you’re working hard to make a good living and provide all the perks of life ...

Why Your Portfolio May Not Be as Diverse as You Think

As a savvy investor, you probably already know that diversification is key to having a balanced, secure and low-risk financial ...

Gender Gap in Retirement Security Sentiment

The ninth annual America Saves Week survey indicates that more Americans doubt their ability to maintain their quality of life ...

Social Security File & Suspend Deadline is Approaching

April 29 is the Last Day to Suspend Retirement Benefits Under Current Rules The Social Security Administration recently announced a ...

The Persistence Scorecard

The Short-Lived Success of Active Fund Management The higher they soar, the harder they fall or Why Pay a Premium for Underperformance? Making ...

Tips on Assisting Aging Parents with Their Finances

As your parents age, it may become more difficult for them to handle financial responsibilities on their own. Relinquishing independence, ...

10 Important Income Tax Changes in 2016

The new year has begun and so has a new tax year. By understanding the latest changes in the tax ...

The Hazards of Buying Individual Stocks

Everywhere you turn, financial media pundits seem to revel in the excitement and drama about the ups and downs of ...

If Donald Trump invested his inheritance in index funds, he might be wealthier

FMB Wealth Management does not endorse or recommend any candidates for presidential or any other office. This article is for ...

5 Reasons to Keep Calm When the Stock Market Takes a Dive

In August, investors saw some of the U.S. stock market’s worst days in years. Even investors and media pundits who ...

Fed Says It Won’t Raise Interest Rates for Now

Fed Says It Won’t Raise Interest Rates for Now The Federal Reserve announced in mid-September that it will postpone increasing interest ...

Are Target Date Funds Right for Your Retirement Portfolio?

Target date funds were first designed in the early 1990s specifically with the simple retirement planners’ needs in mind. Target ...

The backdoor to a Roth IRA is still open ‚for now

The Roth IRA was revolutionary when it became available nearly two decades ago. That’s because retirement accounts traditionally have been ...

How should freelance workers save for retirement?

More and more Americans are saying that the freelance life is the life for them. A whopping 53 million Americans ...

New poll finds that many adults are flying blind into retirement

According to a new survey by the Indexed Annuity Leadership Council, more than half of all U.S. adults have never ...

Timeless Tips on Tax-Wise Investing Part II: You and Your Tax-Wise Team

In Part I of our series on Tax-Wise Investing, “You and Your Investments,” we explored how to engage in year-round tax-wise ...

How to Protect Yourself from Outliving Your Money in Retirement

In 2015, the average life expectancy for Americans is 79 years old, more than 10 years older than the average life ...

How to Protect Yourself from Outliving Your Money in Retirement

How to Protect Yourself from Outliving Your Money in Retirement In 2015, the average life expectancy for Americans is 79 years old, more ...

Obama’s proposed IRA regulations could help retirement savers

Obama’s proposed IRA regulations could help retirement savers New rules from the White House could soon impose fiduciary duty on financial ...

Supreme Court hears a case that may have broad implications for 401(k) savers

Supreme Court hears a case that may have broad implications for 401(k) savers On Feb. 24, the nation’s highest court began to ...

Average 401(k) savings reach record highs, consistent savers fare best

Average 401(k) savings reach record highs, consistent savers fare best Skyrocketing stock market activity coupled with greater contributions from employees last year has ...

The Art of Letting Go

I sometimes come across articles that I feel investors would enjoy, and last week one of them caught my attention in particular ...