Category: Free Market Efficient Portfolios

  • Is your Investment Advisor a Bully?

    Wall Street Bullies are not just found in New York City, they are found in investment brokerages throughout the country.  In fact, your investment guy, might just be a wall street bully. I explain a Wall Street Bully as an individual or institution that uses fear, greed, intimidation, and misleading information to get an investor…

  • Are you using Modern Portfolio Theory in your Investing?

    Many people are scared of investing in stocks because they have heard that they are very risky.  Then on the other hand you have people who take investing risks that they don’t need to take in order to try to get a higher return.  Well today I hope to answer some questions for people on…

  • 3 Tips for Millennial’s Looking to Invest

    When it comes to Millennial’s and their money, most would rather sit on a boat load of cash. They have a sinking feeling that investing in the stock market is like boarding the Titanic. According to a recent Bankrate.com study cited by a recent The Street article, 1.  younger people prefer bank accounts over stock…

  • Keep these 3 Rules and You Will Be a Successful Investor

    Investing can be very complicated and confusing, but it also can be very simple.  Today I am going to try to simplify investing with these 3 rules. 1. Own Equities Equities is just another word for stocks.  Why is this the first and most important rule?  Stocks have historically out performed fixed income (Bonds/Money Market/Savings…

  • What to do During a Stock Market Crash

    So the stock market has officially had a “correction” over the last few weeks which is a 10% drop from the previous high.  And many people are panicked!  But panicking after a big drop in the market can be very bad for your long term retirement account.  Especially if that panic involved pulling your money…

  • Is It Now Safe to Invest in the Stock Market?

    All time highs and continued growth in the stock market seem to scare investors.  You can hear fears of a pull back on any media outlet you prefer.  But  Perhaps one of the biggest challenges that investors face is determining if “right now” is a safe time to invest (meaning not just the present, but…

  • Bitcoin: Are you Missing Out?

    Do you suffer from FOMO?  FOMO stands for Fear Of Missing Out.  Just about everyone suffers from this in one way or another.  Bitcoin is becoming more of a household word and it’s popularity is exploding. So what is bitcoin, and is it something you should invest in? What is Bitcoin? Bitcoin is a form…

  • 2017 Stock Market Update

    The stock market has continued to have success. The big surprise of the year continues to be international stocks. The Matson Money International Stock fund is up 21.89% this year, compared to the Matson Money US Stock Fund which is up just 8.27%. The following is from the Matson Money quarterly update. “The 3rd quarter…

  • 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.…