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Stock Market Recap after the First Quarter
From what you heard on news you might think the stock market had a horrible first quarter. With 3 individual trading days that had very large drops, that seemed to be the big news in the stock market. But in reality the market didn’t really do too bad in the first quarter. The following is…
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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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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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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…
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Is a Roth Conversion Right For You?
Many people are taking advantage of the tax benefits that come along with Roth accounts. No matter what your income or tax status is, you can take advantage as well. What is a Roth Conversion? A Roth conversion is when you convert a pre-tax account (Traditional IRA, 401k, 403B) to a Roth IRA. By doing…
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Third Quarter Market Returns
As you might have already heard the stock market took a dip in the most recent quarter. Fixed income categories on the other hand did see mostly slight gains. The Matson Money Fixed Income Fund (Short term Bonds) is up 0.88% for the year. 1. This is the first quarter in over 2 years that…
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Investment Accounts 101
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. Wouldn’t it be nice if there was a generic recipe for success? A nice neat list of step by step instructions on how to make the best…
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Who Should You be Getting Investment Advice From?
If you are looking for advice on investing, you can look just about anywhere and get some opinion. It is important to understand the reason behind the advice that someone is giving, and also the education and evidence behind the advice given. Suitability Vs Fiduciary Brokers/life insurance agents/banks that offer investment advice have an obligation to…
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The Worst Investment Advice Ever
I go online to check Yahoo Finance everyday to see how the stock market and other markets are doing. I try to stick to the numbers and real information, and avoid the headlines and articles most of the time. But, about a week ago this was the headline that couldn’t be missed. Economist Predicts: “The Greatest Stock…
