If not, you should plan to attend our Investor Jeopardy Class! Here are the questions: Why am I under-performing the S&P? Why am I under-performing the "benchmarks?" Why am I in International Stocks? Why don't [...]
We have three class opportunities. The Benefits of International Investing | Investor Education Class This class will help investors gain an understanding of the use of International Equities in their portfolios. The traditional 60% equities/40% [...]
In this video, I expose some of the tricks used by the Bullies of Wall Street to lure unsuspecting investors into gambling away their money. I even introduce the highly technical term - hypothetical hogwash. Feel free [...]
Are you or your children becoming Online Addicts with Investing? Online addiction may be one of the greatest threats to your future wealth. Online addictions are real and growing Online brokerage firms seem more suitable [...]
It's bound to happen...isn't it? The markets are at an all time high. How do investors protect themselves from market corrections? Remember this, markets are random and unpredictable. Be prepared for any situation. Check out [...]
Online Addiction | Are you or your children becoming Online Addicts with Investing? Online addiction may be one of the greatest threats to your future wealth. Online addictions are real and growing Online brokerage firms [...]
This is a heads-up regarding your year end dividends. Here's the official announcement from Matson Money this morning: The Free Market Funds went ex-dividend yesterday (12/30/2013), which means that the prices will/have dropped by the [...]
If you're 70-1/2 this year or older, the IRS requires you to take distributions from your Traditional or SEP IRA accounts. These are referred to Required Minimum Distributions (RMD's). We have most of our investor's setup for [...]
I found an article in a recent financial trade magazine with tips on how advisors can introduce speculative investments to their investors. It's natural for investors to be emotional regarding investing. Many times doubt can erode [...]
We are happy to inform you that one of the key economic engineers behind our portfolio design has received a Nobel Prize in Economics! Below is the official information from our portfolio manager, Matson Money. "We here at Matson Money [...]