Author: adminpro

  • 5 Mistakes DIY Investors Make

    With the proliferation of the Internet and continued expansion of online investment tools, the role of an Investment Advisor is now of crucial importance. Personal investors have access to more information than they ever have before, but wading through the data to find that path to success and discipline still requires the eye of a trained…

  • First Quarter Market Recap

    The first quarter of 2015 saw continued gains in most areas.  The S&P 500 (U.S Large) Index rose 0.95% for the quarter, posting its 9th quarter in a row of gains.  A broader defined U.S. stock market fund which includes small and value stocks returned 1.61%. (Matson Money U.S Equity Fund) Fixed income was in…

  • Why you Need to Read “Main Street Money”

    If you have not read the book Main Street Money yet, here is a brief into explaining why Mark Matson wrote this book and how it can help you to receive investing peace of mind.  The following is a direct quote from the introduction to the book, “Main Street Money”.1. “Chances are you’re one of the 95…

  • Why Your Retirement Dollars Might Fall Short

    Subscribe to our weekly blog Predicting the future is a rough sort of business to find yourself in, especially with a world that’s been changing more and more rapidly with every passing day.  Unfortunately a lot of people planning for retirement find themselves having to do this  very thing, having to try and figure out what directions the…

  • Stock Picking or Gambling?

    There are so many unknown variables when picking individual stocks (literally trillions), that is why it is impossible to consistently guess which ones are going to go up or when they are going to go down. Stock picking is not only a dangerous activity for you to be involved in as an individual investor, but…

  • How to Maximize Your Social Security Benefit

    Subscribe to our weekly blog You have worked hard and are finally ready to enjoy your golden years aka retirement. And yes, you have also planned and saved for these future retirement years. Maybe you planned many years ago or maybe you planned just recently; but either way, you probably factored in the boost offered…

  • Seven Questions to Ask Before Investing

    Subscribe to our weekly blog We have all heard of the seven deadly sins, things that you should never do or you risk the harshest of punishments. But many people don’t know about the seven deadly questions, involving your investments. There are seven questions that one must answer before beginning to have peace of mind…

  • 5 Basic Tips for Creating a Solid Retirement Plan

    We all know what the retirement picture is supposed to look like.  We spend our whole life working toward that magical retirement age when your golden years begin–the hobbies, the travel, spending time with your grandchildren.  However, with a rocky economy and volatility in the markets your picture might not be so clear. Consider these…

  • Why Should you be Invested Internationally?

    Today I would like to tackle the answer to the question, why should I be invested internationally?  This question has been asked by investors more frequently after the horrible year international stocks had in 2014.  So lets look at the data and see if there is any reason to keep international stocks in your portfolio.…

  • Main Street Money Quotes

    I hate to get personal on the investing blog, but things have been crazy around our office.  My wife just had our first baby a week ago, and we have a business trip to Scottsdale all week.  For the blog, I have decided to keep it short and post some quotes from Mark Matson, Founder…