Event Listings

  • Focusing on Your Future View (Wyoming)

    Tuesday August 9, 2016 6:30 PM  Presentation: Focusing on Your Future View 6:30 PM Tuesday, August 9th, 2016 Cost: Free Join us for appetizers

  • The Investment Vortex (Twin Falls)

    Thursday August 11, 2016 6:30 PM  Presentation: The Investment Vortex 6:30 PM Thursday, August 11th, 2016 Cost: Free Join us for a light dinner

  • Picking Winning Stocks

    You think you can pick winning stocks consistently, and I’m here to tell you that you can’t.   But even if I cannot convince you that you can’t pick stocks, I hope to at least convince you that it is not in your best interest to try.   We look at examples like Warren Buffet and…

  • What is a Wall Street Bully?

    Wall Street Bullies are not just found in New York City, they are found in investment brokerages throughout the country.  In fact, your investment guy, might just be a wall street bully. I explain a Wall Street Bully as an individual or institution that uses fear, greed, intimidation, and misleading information to get an investor…

  • Rebalancing Class (Boise)

    Thursday July 14, 2016 6:30 PM  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…

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

    Tuesday June 28, 2016 6:30 PM  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  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 6:30 PM  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…