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David Fabian

We manage risks to grow your capital, getting results that secure your future.

Fmd Capital Management, LLC

Irvine

CA

Contact Me

Overview

Services

Advisor Services

  • Insurance
    • -Life Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
  • Other
    • -Publication of Periodicals or Newsletters

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Fmd Capital Management, LLC 4 years, 4 months Mar 2013 - Present
Fabian Wealth Strategies, Inc. 5 years, 10 months May 2007 - Mar 2013
Fabian Wealth Strategies, Inc. 11 months May 2006 - Apr 2007

Designations & Memberships

Membership information not available

Articles and Answers

Insights by David Fabian

Don’t Leave Your Old 401(k) Behind!
Published 2016-08-22 10:05:38
Active Management’s Second Act
Published 2016-08-10 10:57:48
Don’t Buy What You Don’t Understand
Published 2016-07-29 13:52:38
The Worst Form of Due Diligence
Published 2016-07-07 08:48:24
Choosing an Advisor: Features vs Benefits
Published 2016-05-08 13:06:13
5 Tips For Getting Started With ETFs
Published 2016-04-20 14:02:12
You Know You Need A New Advisor When…
Published 2016-04-07 08:10:13
Investing vs. Speculating
Published 2016-02-22 11:16:13
6 Retirement Portfolio Red Flags
Published 2016-01-04 14:01:41
The Only Reason To Buy A Mutual Fund
Published 2015-12-01 08:55:51
The Opportunistic Approach to Growth Investing
Published 2013-04-29 13:49:21
3 Tenets of Successful Risk Management
Published 2013-04-25 08:28:49
Why I Love ETFs, And You Should Too
Published 2013-04-23 08:22:18
How To Trade ETFs On Their Highs
Published 2013-04-22 12:52:11
5 ETFs for the Next Bear Market
Published 2013-04-17 10:33:14
The Strategic Approach to Income Investing
Published 2013-04-16 09:47:34
Why Reinvesting Your Dividends Matters
Published 2013-04-12 10:37:42
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Should I invest into my 401k (100% matched at first 3%) or should I invest into a Roth IRA? Or split ?
    Brad,I completely agree with Mark's very detailed assessment of the 401(k) and Roth IRA options that you have available to you. He gave great advice there so I won't re-tread on those comments. I would definitely recommend fully funding the 3% in your 401(k), then max the Roth IRA, and lastly put...  (more)
    Answered Apr 2013
    I have an annuity that I bought 8 years ago. It has been sold to another Ins. company, Transamerica Advisors. I had no control over the continued participation in the annuity. Yet my IRA is in this annuity and I wonder about its solvency.
    You have a couple of options here when it comes to the annuity that you purchased. If you are concerned about the solvency of the insurance company that purchased the annuity you can always look up their ratings at a free website such as insure.com I have paste the link below so that you can resea...  (more)
    Answered Apr 2013
    Where on the internet can I find the ratings of 401k / 403b providers?
    Brightscope has a 401(k) ratings section right here. Simply put in the name of the company you wish to check out in the search bar and they will give you great information about the quality of the investment options, fees, and much more. ...  (more)
    Answered Apr 2013
    What can you tell me about Capital Gains Tax? Where can I get accurate information on Capital Gains tax and Capital losses?
    While i'm not a CPA and not qualified to give personal tax advice, I have always found that information on Investopedia is very accurate and concise. They have the following link on Capital Gains that may help answer some of your questions: http://www.investopedia.com/terms/c/capitalgainstreatment...  (more)
    Answered May 2013
    ETFs vs Index Funds in Tax Exempt Retirement Accounts?
    Colin - many brokerages now offer you the ability to reinvest fractional shares in an ETF from dividends that you receive. I know for a fact that Fidelity offers this service. You typically have to specify this in your account preferences, but it can be an excellent way to continue to reinvest in ...  (more)
    Answered May 2014
    What should I do with an inherited IRA?
    One of the topics that was not focused on in the answers to this question is the portfolio management or investment side of inheriting an IRA from a parent. The brokerage company that the account was setup at originally will help you re-title the assets to correctly transfer the inherited IRA to yo...  (more)
    Answered Apr 2013
    What types of asset classes should I invest in?
    Rayner, I agree with Rich that its important to determine what your risk tolerance, financial needs, and size of portfolio are. I am not one of those adviser's that believes you should have a certain percentage of your portfolio allocated to stocks, bonds, or cash based on your age. No where does...  (more)
    Answered Apr 2013
    Do you tend to recommend mutual funds, ETFs or individual stocks as a general rule for individual investors?
    Our practice specializes in research, analysis, and portfolio construction using exchange-traded funds because we believe that they are the most flexible, low-cost, transparent, and liquid tool that individual investors can acquire. In addition, the ability to set stop losses make ETFs attractive o...  (more)
    Answered Apr 2013
    What are the downsides of TIPS?
    One of the potential downside of TIPs is that they are still susceptible to interest rate risk in the event that we start to see the Federal Reserve moving up the Fed Funds rate in the next several years. These investments have enjoyed a remarkable run in price appreciation (along with several othe...  (more)
    Answered Apr 2013
    What is an index fund?
    To expand upon Martin's answer, the ETF industry has continued to grow significantly due to many fund providers creating unique indexes to support their ETF products. There is now an ETF for nearly every broad based index from Wilshire, Dow Jones, S&P, and Russell. In addition, the fund provid...  (more)
    Answered Apr 2013
    With markets so volatile, are leveraged ETFs a smart play?
    In my experience, the worst mistakes in investors portfolios generally come from using leveraged ETFs. The losses quickly compound and the gains are often eroded by the effects of tracking error and compounding over time. A leveraged ETF is only designed to track the DAILY price movement of its un...  (more)
    Answered May 2013
    Can you short an ETF?
    You can short an ETF, but its not as easy as purchasing an inverse fund that will do the same thing for you. In addition, you can hold an inverse ETF in an IRA or other tax qualified account that does not have margin enabled. The biggest providers of inverse ETFs are ProShares and Direxion funds. ...  (more)
    Answered Apr 2013
    Which Mututal Funds or ETFs do you think are a viable investment option?
    The American Funds are going to be some of the most expensive mutual funds in the industry. I would recommend that you move your IRA to a discount brokerage company like Fidelity, Charles Schwab, or TD Ameritrade so that you can select among the entire universe of actively managed mutual funds or E...  (more)
    Answered Apr 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jan 27, 2016
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Fmd Capital Management, LLC

      Last updated on Jan. 11, 2017
        • $11.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 44
          Accounts
        • $250.8K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements