Military Officer Magazine: Prepare your heirs: 5 tips for passing on retirement accounts

“The distributed money counts as ordinary income, and you need to plan for that.”

Maggi Keating shares insight on how distributed funds, such as those from inherited retirement accounts, are treated as ordinary income, underscoring the importance of proactive tax planning for recipients. (6/14/24)

CNBC: Earnings are good, but software has to execute better, says FBB Capital’s Mike Bailey

“In general, our view is that we're going to see markets continue to perform. Stocks are chasing earnings, and overall earnings are pretty good if you take out some of the software companies.”



Mike Bailey discusses his outlook for markets as investors digest earnings. (5/31/24)

Barron’s: Financial advisors share their best advice for college grads

"It's really important to start saving in your 20s. A lot of people don’t realize that until they’re in their 30s and 40s and wish they had started sooner."



Martha Callahan emphasizes the importance of early saving, understanding company retirement plans, and the benefits of Roth

IRAs for young individuals in lower tax brackets. (5/29/24)

MarketWatch: Personal-finance guru Dave Ramsey says it’s a great time to buy a house. Experts don’t agree.

"I don’t think you can categorically say that it’s the right time to buy a house without looking at someone’s specific

circumstances."

John Petrofsky states that the right time to buy a house depends on an individual's specific financial circumstances, emphasizing the importance of personalized advice over general market conditions. (5/4/24)

Reuters TV: Portfolio manager closely eyeing Apple amid 'skepticism'

“Apple's been one of the dominant companies in the market for many years. But with that comes certain

expectations. The growth is always something that competitors need to see to feel comfortable there.”



Mel Casey discusses Apple’s position in the marketplace, and how it impacts investor sentiment. (4/29/24)

GoBankingRates: Half of Americans don’t follow money experts like Dave Ramsey or Suze

Orman — Here’s why

“This is an important distinction, as you want to make sure the person on the other side of the desk has your best interests in mind.”



Jackie Fontana advises Americans to seek financial advice from trusted, vetted fee-only advisors listed by organizations like

NAPFA or CFP to ensure their best interests are prioritized (4/11/24)

Important Disclosures

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by FBB Capital Partners [“FBB]), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from FBB. FBB is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the FBB’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.fbbcapitalpartners.com. Please Remember: If you are an FBB client, please contact FBB, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your FBB account holdings correspond directly to any comparative indices or categories.

Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your FBB accounts; and, (3) a description of each comparative benchmark/index is available upon request.