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5 Mistakes DIY Investors Make
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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First Quarter Market Recap
The first quarter of 2015 saw continued gains in most areas. The S&P 500 (U.S Large) Index rose 0.95% for the quarter, posting its 9th quarter in a row of gains. A broader defined U.S. stock market fund which includes small and value stocks returned 1.61%. (Matson Money U.S Equity Fund) Fixed income was in…
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Why you Need to Read “Main Street Money”
If you have not read the book Main Street Money yet, here is a brief into explaining why Mark Matson wrote this book and how it can help you to receive investing peace of mind. The following is a direct quote from the introduction to the book, “Main Street Money”.1. “Chances are you’re one of the 95…
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Stock Picking or Gambling?
There are so many unknown variables when picking individual stocks (literally trillions), that is why it is impossible to consistently guess which ones are going to go up or when they are going to go down. Stock picking is not only a dangerous activity for you to be involved in as an individual investor, but…
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Main Street Money Quotes
I hate to get personal on the investing blog, but things have been crazy around our office. My wife just had our first baby a week ago, and we have a business trip to Scottsdale all week. For the blog, I have decided to keep it short and post some quotes from Mark Matson, Founder…
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2014 Returns: The Market is Up and I am Not
Statements are out and there is a lot of confusion about why account values are flat for the year when it seems the market was up. Matson Money sends out a market update with each quarterly statement and there is some great explanation of this in it. Matson Quarterly Report “In 2014 investors have been…
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Investing in a Roth as Part of College Education Planning
A Roth IRA can be a smart way to save for a child’s education or fund continuing education classes. However, the key is to maintain the right amount of risk depending on when the money will be used for college expenses. Education Planning doesn’t have to be complicated, especially with the guidance of a respected…
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What are the Hidden Fees associated with Annuities?
It’s not that there’s anything wrong with an investor paying fees for certain investments in their portfolio, but when it comes to annuities the key is ‘transparency,’ notes the WSJ’s article on getting to the bottom of hidden annuity fees. What are some of the fees carried by a popular annuity choice among investors, namely…
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Are Investment Fees Tax Deductible?
I was looking for a specific answer to this question and I found this great article from David Marotta on Forbes Magazine so I thought I would share on the blog. “I often get asked, “Are investment management fees tax deductible?” The answer is not a simple “yes” or “no.” Like many tax questions, the answer is…
