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 ... Read MoreRead More

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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 ... Read MoreRead More

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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 ... Read MoreRead More

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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 ... Read MoreRead More

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5 Basic Tips for Creating a Solid Retirement Plan

We all know what the retirement picture is supposed to look like.  We spend our whole life working toward that magical retirement age when your golden years begin–the hobbies, the ... Read MoreRead More

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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 ... Read MoreRead More

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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 ... Read MoreRead More

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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 ... Read MoreRead More

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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 ... Read MoreRead More

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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 ... Read MoreRead More

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