Event Listings

  • Rebalancing Class (Boise)

    Thursday July 14, 2016  Presentation: Rebalancing Thursday, July 14th, 2016 Cost: Free TownePlace Suites, 1415 S Eagle Rd, Meridian, ID 83642 You are invited to join us as we take an in depth look at the Matson Money Portfolio and how it is rebalanced to increase investment efficiency.  We will explain why rebalancing is one…

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

    Tuesday June 28, 2016  6:30 PM Tuesday, June 28th, 2016 Cost: Free Join us for a light dinner TownePlace Suites, 2376 Via Caporatti Dr, Pocatello, ID 83201

  • Reality Worksheet (Idaho Falls)

    Wednesday June 29, 2016  6:30 PM Wednesday, June 29th, 2016 Cost: Free Join us for a light dinner Office Location, 2001 South Woodruff Ave, Idaho Falls, ID 83404

  • Long Term Stock Market Returns

    Looking at a chart covering the performance of the stock market over the last 30 plus years is a lot like looking at a chart of profitable business earnings at a cartoon enterprise meeting–it’s almost a caricature of itself, a steady upward slope shaped like a ski jump punctuated by regular but far-between drops, always…

  • Rebalancing (Wyoming)

    Thursday June 30, 2016  Presentation: Rebalancing 6:30 PM Thursday, June 30th, 2016 Cost: Free Join us for a light dinner  

  • Why you Need Disability Insurance

    As I grow older and now that I have a child, I am becoming more aware of the importance of insurance, and especially disability insurance. It is not a very talked about thing, in fact, I had never really heard of it until a few years ago.  So here is a good Google definition of…

  • Should you rollover your 401k?

    After leaving a company, former employees can usually opt to keep their 401K or move the money over into a Rollover IRA. The benefits of rolling over old employer 401ks often outweigh the negatives. 1. Investing Efficiency Most company sponsored 401k plans offer only a small selection of mutual funds, target-date funds and company stock.…

  • 1st Quarter Stock Market Recap

    If you pay attention to any financial media you probably assumed 2016 has been a horrible year for stocks so far, but you would be wrong.  Although it wasn’t a great quarter for stocks, The Free Market US Equity portfolio (Diversified US Mix) was in the positive by just over 1%.  Bonds were slightly better…

  • True Purpose for Money (Boise)

    Thursday May 26, 2016  Presentation: True Purpose for Money Thursday, May 26th, 2016 Cost: Free

  • After the Crash (Twin Falls)

    Thursday May 19, 2016  6:30 PM Thursday, May 19th, 2016 Cost: Free Join us for a light dinner