Category: Uncategorized

  • 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…

  • 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…

  • Why Your Retirement Dollars Might Fall Short

    Subscribe to our weekly blog Predicting the future is a rough sort of business to find yourself in, especially with a world that’s been changing more and more rapidly with every passing day.  Unfortunately a lot of people planning for retirement find themselves having to do this  very thing, having to try and figure out what directions the…

  • 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…

  • How to Maximize Your Social Security Benefit

    Subscribe to our weekly blog You have worked hard and are finally ready to enjoy your golden years aka retirement. And yes, you have also planned and saved for these future retirement years. Maybe you planned many years ago or maybe you planned just recently; but either way, you probably factored in the boost offered…

  • Why Should you be Invested Internationally?

    Today I would like to tackle the answer to the question, why should I be invested internationally?  This question has been asked by investors more frequently after the horrible year international stocks had in 2014.  So lets look at the data and see if there is any reason to keep international stocks in your portfolio.…

  • Tax Time IRA Answers

    It is tax time once again and no matter how much you hate taxes you should know about the tax advantages of IRA’s.  Contributions to IRA’s can help you in many different ways at tax time.  They can lower your taxable income dollar for dollar to reduce your tax burden, or even increase your refund.…

  • Five Essentials for Early Retirement Planning

    Who wouldn’t want to retire early and pursue their own goals and desires? The problem is that without sensible retirement planning it can be difficult to save up enough to retire at 65 and even harder to get to that point early. To help, here are five things you can do to help get yourself there…

  • Millennials and Their Money: 3 Tips for Overcoming Investing Fears

    When it comes to Millennials and their money, most Americans ages 18 to 29 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, younger people prefer…

  • Second Quarter Market Returns

    There have actually been complaints in the media and news about how “boring” the stock market has been so far this year.  Boring is bad in sports, but in the stock market it is usually a good thing.  There has been slow but steady growth in every single sector and sub sector of the market…