Author: adminpro

  • Investing in Stocks Vs Real Estate

    The comparison is often made between investing in Real Estate vs investing in the Stock Market.   There are many strong points to both arguments, but as an Investment Advisor, I am going to argue the side of why the stock market is a better long term investment.  Note, I am not inferring you should not…

  • 2017 1st Quarter Stock Market Recap

    Yes, the stock market has been doing well, but just how well and what categories did the best?   As it turns out, a big theme for the first quarter was the big returns from diversifying internationally.  Matson Money’s International Fund was up 8.02% in just 3 months. Below is commentary from Matson Money about the…

  • Mind Over Money (Salt Lake City)

    Tuesday June 20, 2017 6:30 PM 

  • Getting Income (Idaho Falls)

    Thursday April 6, 2017 6:30 PM  6:30 PM Thursday, April 6th, 2017 Cost: Free Join us for a light dinner Office Location, 2001 South Woodruff Ave, Idaho Falls, ID 83404 In this new class we will talk about the important topic of how to get money from your account in retirement.  We will discuss the…

  • Mind Over Money Investing Class

    Thursday April 20, 2017 6:30 PM  This class is open to the public. Are you scared of the stock market?  No matter how much investment experience you have, you can be a successful investor.   This class is for people who …

  • How to Beat Taxes by Investing

    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.…

  • After the Crash (Boise)

    Thursday March 23, 2017 6:30 PM  6:30 PM Thursday, March 23rd, 2017 Cost: Free Join us for a light dinner

  • If You Make Less Than $61,500 Read This Before You File

    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 is to increase the incentive for lower…

  • Risk and Return Investing Class (Wyoming)

    Tuesday March 28, 2017 6:30 PM  6:30 PM Tuesday, March 28th , 2017 Cost: Free Join us for a light dinner

  • Mind Over Money (Salt Lake)

    Thursday March 9, 2017 6:30 PM