Event Listings

  • Mind Over Money Investing Class

    Wednesday November 1, 2017 6:30 PM 

  • The Surprising Reason You Shouldn’t Buy the Best Mutual Funds

    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 X, largely because Apple has a proven track record of making successful and innovative phones.  As consumers, that is what we look for…

  • Buy Apple Stock, or Diversify?

    Diversification seems to be a buzzword that is thrown around by investment gurus way too often.  It is a feel good word that advisors use to sound intelligent and sophisticated.  That is fine and all, but most investment advisors and their clients do not even understand what true diversification in an investment portfolio really means.…

  • Mind Over Money Investing Class

    Wednesday September 27, 2017 6:30 PM  This class is open to the public.

  • Myths of Investing Webinar

    Wednesday September 13, 2017 6:30 PM 

  • Life Insurance: Do You Need It?

    Life insurance is a way to protect your loved ones financially if and when you pass away. If any of the following are true in your current situation, then you should consider getting or increasing your life insurance coverage. You are married and you spouse depends on your income You have children or other family…

  • Idaho Falls Investing Class

    Thursday August 24, 2017 6:30 PM  This class is open to the public.

  • First Half of 2017 Market Recap

    2017 is more than half over now, and a lot has happened.  In case you haven’t heard, international stocks are killing it.  The Matson Money International Fund is up almost 14% through the first half of the year.   The following is commentary from Matson Money on the 2nd quarter in the markets. The 2nd quarter…

  • 4 Investment Accounts You Need to Have

    What investment accounts are available for me?  What are the tax consequences of investing?  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. It is important to work with an investment coach that can understand your…

  • What Those Gold Advertisements Aren’t Telling You

    We have all heard the advertisements on the radio 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…