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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…
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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.…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…
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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…
