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 [...]
I will be appearing on the Matson Live Show today at 3:00pm EST. Join the conversation through the chat stream. To watch the show live, click on the link below the photo to go the Livestream [...]
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 [...]
Are you, your family or friends beginning to worry about the recent downward market volatility? If so, this class will help put everything back into perspective. Is Market Timing Stress Free? Is Market Timing the same as [...]
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 [...]
All too often, investors do not take the time to be grateful in the moment. The media is usually spewing fear when we should be happy. We are grateful to our investors and thankful for [...]