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You Can’t Afford to DIY Investing
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…
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Elections Impact on the Stock Market
It seems to be all anyone can talk about for the last few months. This is a very strange election year with crazy headlines and stories to go along with it. So we have gotten the question “How will the presidential election effect the market?” just about every day. For questions like this I am…
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3rd Quarter Returns: I Told You So
The weather was not the only thing that was hot from July to September, but your investment portfolio most likely was as well. Let’s just hope you stayed disciplined to receive the tough returns. The following is an excerpt from the Matson Money quarterly statement. “The 3rd quarter of 2016 provided much smoother sailing for…
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YTD Market Returns and Analysis
Returns have been pretty bipolar thus far this year. After a very bad start in January, the market was back up and doing well until turmoil hit with Brexit Vote, and now everything is good again. As of the end of June, the Free Market US Equity Fund (diversified US Mix) was up 3.3%. The…
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Do You Have the Investor Instinct?
Many investors and young potential investors are still scared out of their minds because of what happened to a lot of innocent investors in 2008. I have heard a few horror stories of people who supposedly lost all of their retirement money because of the crash. Many young professionals are scared of the stock market…
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Don’t Sell International Stocks, Here’s Why
Today I would like to tackle the question, why should I be invested internationally? This question has been asked by investors more frequently after the horrible year’s international stocks had in 2014 and 2015. So lets look at the data and see if there is any reason to keep international stocks in your portfolio. International…
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Picking Winning Stocks
You think you can pick winning stocks consistently, and I’m here to tell you that you can’t. But even if I cannot convince you that you can’t pick stocks, I hope to at least convince you that it is not in your best interest to try. We look at examples like Warren Buffet and…
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What is a Wall Street 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…
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Long Term Stock Market Returns
Looking at a chart covering the performance of the stock market over the last 30 plus years is a lot like looking at a chart of profitable business earnings at a cartoon enterprise meeting–it’s almost a caricature of itself, a steady upward slope shaped like a ski jump punctuated by regular but far-between drops, always…
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1st Quarter Stock Market Recap
If you pay attention to any financial media you probably assumed 2016 has been a horrible year for stocks so far, but you would be wrong. Although it wasn’t a great quarter for stocks, The Free Market US Equity portfolio (Diversified US Mix) was in the positive by just over 1%. Bonds were slightly better…
