3 Classes, 2 dates, In Our Office

 Rebalancing Your Portfolio!


We’re almost at the end of the 3rd quarter! What happens within the first couple of weeks immediately following the end of a quarter? The REBALANCING of our portfolios…only if it’s necessary. What’s really happening when your account is rebalanced? Does it cost you more in fees? In this class you’ll find out what’s in it for you, what’s in it for Matson Money and Schwab. You’ll also learn that not all rebalancing is the same. Many folks say they do it but few do it to the degree Matson Money does for our investors.        

This is a must see class.   

Weds., Sept. 25th @ 10:30 am


Thurs., Sept. 26th @ 2:00 pm & 6:30 pm


Call 888-9465

(leave a message)

or email us at: kathy@marianfinancial.com  to reserve your seats

We are limited to 20 people per class so call or email soon to reserve your seat.