Tag: Matson Money Idaho

  • Are you using Modern Portfolio Theory in your Investing?

    Many people are scared of investing in stocks because they have heard that they are very risky.  Then on the other hand you have people who take investing risks that they don’t need to take in order to try to get a higher return.  Well today I hope to answer some questions for people on…

  • Quarter 3 Stock market Update

    The following is from Matson Money Quarterly Statements.  It is a good reminder to focus on long term historical returns rather than panicking about short term returns. “The 3rd quarter of 2018 saw domestic equity markets hit all-time highs, meanwhile outside of the U.S., the decline in international markets that persisted in the first two…

  • Keep these 3 Rules and You Will Be a Successful Investor

    Investing can be very complicated and confusing, but it also can be very simple.  Today I am going to try to simplify investing with these 3 rules. 1. Own Equities Equities is just another word for stocks.  Why is this the first and most important rule?  Stocks have historically out performed fixed income (Bonds/Money Market/Savings…

  • First Half of 2017 Market Recap

    2017 is more than half over now, and a lot has happened.  In case you haven’t heard, international stocks are killing it.  The Matson Money International Fund is up almost 14% through the first half of the year.   The following is commentary from Matson Money on the 2nd quarter in the markets. The 2nd quarter…

  • 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…