Tag: Investment Coach

  • 5 Mistakes DIY Investors Make

    With the proliferation of the Internet and continued expansion of online investment tools, the role of an Investment Advisor is now of crucial importance. Personal investors have access to more information than they ever have before, but wading through the data to find that path to success and discipline still requires the eye of a trained…

  • Are You Coachable?

    I will admit that I am happy that the San Antonio Spurs won the NBA title this year. I have been a Spurs and Tim Duncan fan for many years. Now that I have made all the Heat fans mad, I will explain what a lead in like this had to do with investing? After…

  • Wednesday Wisdom from Main Street Money

    Matson On Facilitators It’s my belief that financial advisors don’t want to upend the gravy boat, and thus tend to tell clients what they want to hear. Instead of helping you fight your instincts, emotions, and perception biases, they inadvertently use them against you. There is good news and bad news in that scenario. The…

  • Elections Impact on the Market

    Now that the election is over, investors are wondering what the future has in store for their portfolios. The reality is that while elections may have short term impacts on the markets, over the long run, the impact is minimal. A Free Market System is based on capitalism, which always finds a way to thrive.…

  • Words of Wisdom from Main Street Money

    Becoming a Seasoned Investor Seasoned in my mind, means several things, such as: Being able to withstand physical hardship, strain, or exposure. Being able to bear up under hard times. to be competent with a skill or ability. When you are seasoned, you can see the truth about a situation.  You are not naive.  Naive…

  • Key Investment Questions

    Seven Questions to Ask Before Investing: We have all heard of the seven deadly sins, things that you should never do or you risk the harshest of punishments. But many people don’t know about the seven deadly questions, involving your investments. There are seven questions that one must answer before dropping a dime on investments,…

  • IRAs/401(k)s/403(b)s

    Could An IRA, 401(k), Or Any Other Qualified Plan Be Your Only Retirement Savings Solution? Absolutely not, here is the problem… The money in your IRA/401(k) or other qualified plans is not all yours!  As much as 40% of it (maybe more) belongs to the government because your invested money is ONLY tax-DEFERRED, not tax-EXEMPT. …

  • Five Basic Tips for Creating a Solid Retirement Plan

    We all know what the retirement picture is supposed to look like.  We spend our whole life working toward that magical retirement age when your golden years begin–the hobbies, the travel, spending time with your grandchildren.  However, with a rocky economy and volatility in the markets your picture might not be so clear. Consider these…