Event Listings

  • After The Crash (Idaho Falls)

    Wednesday May 18, 2016  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 

  • The Sky Is Falling (Boise)

    Thursday April 7, 2016  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

  • Are you Paying Too Much in Hidden Costs?

    There are many different ways in which costs are charged to your investment portfolio.   Many of these are hidden and are basically untraceable.  Today we are going to discuss a few of the hidden costs, and a few of the transparent costs. Costs you should know about Management Fee/Commission Whoever your investment advisor is is…

  • Investing to Beat Taxes

    It is tax time once again and no matter how much you hate taxes you should know about the tax advantages of IRA’s.  Contributions to IRA’s can help you in many different ways at tax time.  They can lower your taxable income dollar for dollar to reduce your tax burden, or even increase your refund.…

  • Don’t Miss this Investing Tax Credit!

    The Saver’s Credit: almost a well-kept secret? It’s becoming increasingly difficult for low to middle-income families to save; however, the IRS allows a Saver’s Credit that could mean a $2,000 tax credit per family. Of course, it depends on the tax filer’s status as well as their adjusted gross income, or AGI.  The tax benefit…

  • 2015 Market Analysis

    The market had a very bumpy 2015, with a few scary drops, and some quick climbs.  The last quarter in specific stocks bounced back for most sectors after the downturn in quarter 3.  If you didn’t panic and sell out after the big drop in August, you were rewarded as the S&P 500 index was…