Author: adminpro

  • Should You Be Investing Based on Track Record?

    It seems like common sense to buy a product that is popular or seems to be doing well.  For example, a few of my friends will be buying the new I Phone 6S, largely because Apple has a proven track record of making successful and innovative phones.  As consumers, that is what we look for…

  • Life Insurance 101

    The subject of life insurance may not sound all that exciting, but it is an extreme benefit to those who have it.    A lot of people think that since the concept of life insurance is simple, the products are simple as well.  That is not true at all, especially today where there are so…

  • Investment Accounts 101

    Planning your investments to build a retirement fund can be a dizzying prospect. The various questions, options, details, accounts, and amounts are enough to make anyone’s head spin. Wouldn’t it be nice if there was a generic recipe for success? A nice neat list of step by step instructions on how to make the best…

  • Choosing Your Investment Philosophy (Live Webinar)

    Wednesday November 18, 2015  Presentation: Choosing Your Investment Philosophy 6:30 PM Wednesday, November 18th, 2015 Cost: Free Online Live Webinar

  • Considering Buying Gold? Read This First

    We have all seen the advertisements and headlines that keep telling us that investors need to flee to safety and buy gold.  They will tell us that the stock market is going to crash worse than last time, and that investors need a hedge to inflation with gold.  They will say it with charisma and…

  • Who Should You be Getting Investment Advice From?

    If you are looking for advice on investing, you can look just about anywhere and get some opinion.  It is important to understand the reason behind the advice that someone is giving, and also the education and evidence behind the advice given. Suitability Vs Fiduciary Brokers/life insurance agents/banks that offer investment advice have an obligation to…

  • Second Quarter Market Recap

    The second quarter saw continued small increases in the stock market almost across the board.  The only real loser is the owner of long term fixed income, as rates increased bringing prices down rapidly.  The S&P 500 Index (Large Cap Stocks) rose 0.28% in the quarter, extending its streak to ten consecutive quarters of positive gains.…

  • Focusing on Your Future View

    Thursday July 16, 2015  Presentation: Focusing on Your Future View 6:30 PM Thursday, July 16th, 2015 Cost: Free Join us for a light dinner Catered Your Way, 2161 E 17th St, Idaho Falls, ID 83404

  • The Worst Investment Advice Ever

    I go online to check Yahoo Finance everyday to see how the stock market and other markets are doing.  I try to stick to the numbers and real information, and avoid the headlines and articles most of the time.  But, about a week ago this was the headline that couldn’t be missed. Economist Predicts: “The Greatest Stock…

  • Twin Falls: Investor Jeopardy

    Thursday June 25, 2015