Investing

22 05, 2015

Do You Know The Answers?

By |2019-12-06T13:53:33-05:00May 22nd, 2015|Categories: Investing|

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 [...]

18 03, 2014

The Benefits of International Investing – Investor Education Class

By |2014-03-18T11:37:47-04:00March 18th, 2014|Categories: Finance, Investing, Marian Financial, Workshop|Tags: , , |

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% [...]

19 12, 2013

A Reminder to our 70-1/2 and older Investors

By |2013-12-19T18:03:50-05:00December 19th, 2013|Categories: Finance, Investing, Marian Financial|Tags: , , , , , , |

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 [...]

4 11, 2013

How to Talk to Clients About WHAT?

By |2013-11-04T17:33:12-05:00November 4th, 2013|Categories: Investing|Tags: , , , , , , , , , |

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 [...]

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