Author: adminpro

  • 3rd Quarter Returns: I Told You So

    The weather was not the only thing that was hot from July to September, but your investment portfolio most likely was as well.  Let’s just hope you stayed disciplined to receive the tough returns.  The following is an excerpt from the Matson Money quarterly statement. “The 3rd quarter of 2016 provided much smoother sailing for…

  • Costs: The Dark Side of Investing (Idaho Falls)

    Wednesday October 26, 2016 6:30 PM  6:30 PM Wednesday, October 26th, 2016 Cost: Free Join us for a light dinner Office Location, 2001 South Woodruff Ave, Idaho Falls, ID 83404

  • Market Timing: Winners and Losers

    Wall Street wins and investors lose every time market timing is done.  So what is market timing and are you losing returns because your money manager is doing it?  Or even worse, have you been caught doing it all on your own? According to Investopedia, market timing is “The act of attempting to predict the…

  • Seven Questions You Need to Answer Before Investing

    There are seven questions that one must answer before beginning to have peace of mind with your investments. Making investment decisions isn’t easy, especially if you are just entering the game. There are a lot of details that many people don’t think about until it’s too late. So, if you want to avoid the life…

  • The Sky Is Falling (Wyoming)

    Tuesday September 27, 2016 6:30 PM  6:30 PM Tuesday, September 27th, 2016 Cost: Free Join us for appetizers Holiday Inn, 1675 Sunset Dr, Rock Springs, WY 82901

  • Mind Over Money (Idaho Falls)

    Thursday September 22, 2016 6:30 PM  Event: Mind over Money Presentation 6:30 PM Thursday, September 22nd, 2016 Cost: Free Join us for a light dinner Office Location, 2001 South Woodruff Ave, Idaho Falls, ID 83404

  • YTD Market Returns and Analysis

    Returns have been pretty bipolar thus far this year.  After a very bad start in January, the market was back up and doing well until turmoil hit with Brexit Vote, and now everything is good again.  As of the end of June, the Free Market US Equity Fund (diversified US Mix) was up 3.3%.  The…

  • Do You Have the Investor Instinct?

    Many investors and young potential investors are still scared out of their minds because of what happened to a lot of innocent investors in 2008.  I have heard a few horror stories of people who supposedly lost all of their retirement money because of the crash.  Many young professionals are scared of the stock market…

  • Should You Be Invested in the Market? (Boise)

    Thursday September 29, 2016 6:30 PM  Should you be invested in the market?  You Tell Me.   You are invited to join us as we compare investing in safe fixed investments and investing in the stock market.  This class is for clients and guests who are fearful of the stock market and need help understanding it…

  • Don’t Sell International Stocks, Here’s Why

    Today I would like to tackle the question, why should I be invested internationally?  This question has been asked by investors more frequently after the horrible year’s international stocks had in 2014 and 2015.  So lets look at the data and see if there is any reason to keep international stocks in your portfolio. International…