Author: adminpro

  • 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 6:30 PM  Presentation: True Purpose for Money Thursday, May 26th, 2016 Cost: Free

  • After the Crash (Twin Falls)

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

  • After The Crash (Idaho Falls)

    Wednesday May 18, 2016 6:30 PM  6:30 PM Wednesday, May 18th, 2016 Cost: Free Join us for a light dinner

  • Do Hedge Funds Beat the Market?

    Are you missing out on the supposedly huge amount of profits to be made by investing with a “Guru” in his Hedge Fund? Hedge funds are like mutual funds, but they are managed by self titled “experts” who charge an enormous fee to try and beat the market.  Hedge funds and Investing Guru’s are built…

  • 3 Tips for Young People Looking to Invest

    When it comes to Millennials and their money, most Americans ages 18 to 29 would rather sit on a boat load of cash. They have a sinking feeling that investing in the stock market is like boarding the Titanic. According to a recent Bankrate.com study cited by a recent The Street article, 1.  younger people…

  • Myths of Investing (Wyoming)

    Thursday April 21, 2016 6:30 PM 

  • The Sky Is Falling (Boise)

    Thursday April 7, 2016 6:30 PM  Presentation: The Sky is Falling – NOT 6:30 PM Thursday, April 7th, 2016 Cost: Free Join us for a light dinner

  • True Purpose for Money (Idaho Falls)

    Saturday April 9, 2016 10:00 AM  Presentation: True Purpose for Money Saturday, April 9th, 2016 Cost: Free