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Myths Of Investing Class
Wednesday February 17, 2016
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Health Insurance In Idaho 101
As the Open Enrollment Period for enrolling in a qualified health insurance plans comes close to an end for 2016, I thought it would be a good time to review some basics on how health insurance works these days. Open Enrollment Period If you do not currently have a health insurance plan you have until…
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5 Bad Money Saving Strategies
With 2015 now gone and the clean slate known as 2016 is here, many of us plan to save more money this year than we did last year. In order to be able to put money away money towards retirement, we have to be able to save some of the money we are bringing in. …
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What is an Investment Coach?
What is a coach? When it comes to investing, most investors (even Warren Buffet had a coach—Ben Graham) could benefit from a coaching relationship. However, for the coaching relationship to be a successful one, the individual must give permission for the coach to “coach!” Absent that permission the coaching experience will fail! A coach, aside…
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Are You Dollar Cost Averaging?
Today we are going to discuss dollar cost averaging (DCA) and how it is most likely helping your retirement portfolio. “Dollar Cost Averaging- The technique of buying a fixed dollar amount of a particular investment on a regular schedule, regardless of the share price. More shares are purchased when prices are low, and fewer shares…
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Focusing on Your Future View (Idaho Falls)
Wednesday December 9, 2015 Presentation: Focusing on Your Future View 6:30 PM Wednesday, December 9th, 2015 Cost: Free Join us for appetizers Office Location, 2001 South Woodruff Ave, Idaho Falls, ID 83404
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Is a Roth Conversion Right For You?
Many people are taking advantage of the tax benefits that come along with Roth accounts. No matter what your income or tax status is, you can take advantage as well. What is a Roth Conversion? A Roth conversion is when you convert a pre-tax account (Traditional IRA, 401k, 403B) to a Roth IRA. By doing…
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When is it Safe to Get In the Market?
Perhaps one of the biggest challenges that investors face is determining if “right now” is a safe time to invest (meaning not just the present, but any time). What makes it difficult for investors is a twofold issue: first, is a lack of historical knowledge and perspective, and second, their own emotions. Actually, if one…
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Third Quarter Market Returns
As you might have already heard the stock market took a dip in the most recent quarter. Fixed income categories on the other hand did see mostly slight gains. The Matson Money Fixed Income Fund (Short term Bonds) is up 0.88% for the year. 1. This is the first quarter in over 2 years that…
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Focusing on Your Future View (Twin Falls)
Thursday December 3, 2015 Presentation: Focusing on Your Future View 6:30 PM Thursday, December 3rd, 2015 Cost: Free Join us for a light dinner
