Market Correction Coming Soon!

It’s bound to happen…isn’t it?  The markets are at an all time high.  How do investors protect themselves from market corrections? Remember this, markets are random and unpredictable. Be prepared for any situation. Check out this quick video to see our strategy for addressing this issue.  Let me know what you think.

Special Investor Education Weekend Class – One Day Only

Online Addiction | Are you or your children becoming Online Addicts with Investing?
Online addiction may be one of the greatest threats to your future wealth.

  • Online addictions are real and growing
  • Online brokerage firms seem more suitable for gamblers
  • Today’s investors demand online access to everything
  • Your children are encouraged to attend this class

This is a MUST SEE class! 

Saturday, February 1st
11:00 am
Lunch & Learn

We will have Jets Pizza for lunch during the class

Call 888-9465 (leave a message) or email us at: to reserve your seats

We are limited to 20 people per class so call or email soon to reserve your seat.

 Past performance is not indicative of future performance.

Your Year End Dividends

This is a heads-up regarding your year end dividends.

Here’s the official announcement from Matson Money this morning:

The Free Market Funds went ex-dividend yesterday (12/30/2013), which means that the prices will/have dropped by the distributions that will be paid today (12/31/2013).  This occurs on an annual basis and investors account values will not change significantly because the year end distribution transactions post to accounts in an equal amount to the price decline.

This also means that the updates to the website may be delayed the next couple of mornings because of the volume of transactions.

Bryan’s summary:  The Free Market Funds we use in our portfolios have just paid out dividends.  This is a good thing and we’ll see the benefit in our accounts very soon.  Due to the volume of transactions involved it may be a day or two before the on-line accounts show the end result.  Rest assured though, this is a positive sign and everything will be credited correctly and accounted for in 2013.

Let us know if you have any questions.

Have a great dividend day!

Bryan Weiss
Marian Financial Partners, Inc.

A Reminder to our 70-1/2 and older Investors

If you’re 70-1/2 this year or older, the IRS requires you to take distributions from your Traditional or SEP IRA accounts.  These are referred to Required Minimum Distributions (RMD’s).

We have most of our investor’s setup for automatic annual distributions therefore no additional action is needed.  Some investors choose to take care of these requirements themselves in various ways.  In any case, the IRS expects these RMD’s to take place and holds the taxpayer responsible to ensure that it’s done.  The IRS can penalize the taxpayer 50% of the amount that was supposed to be withdrawn.

There’s still time to verify your RMD is complete if you haven’t already done so.  One quick way, is to check your most recent Schwab IRA account statement.  Your IRA RMD information is located towards the last few pages of the statement.  You can also verify your RMD withdrawal through your on-line access.  You have until December 31, 2013 to make any necessary RMD withdraws.

Let us know if you have any questions.

Have a great weekend!

Bryan Weiss
Marian Financial Partners, Inc

Monthly Investor Education Class Series

Who Wants To Be A Millionaire?

 1 Class – 1 Day Only


The average American spends 20 years in retirement. Experts estimate that you will need 70% of your pre-retirement income to maintain your standard of living. Only 42% of Americans have calculated how much they need to save for retirement. You’ll be amazed how time can be on your side (or against you) as you plan for your retirement.

Are your children going to be Millionaires? Are your children going to be prepared for their retirement?

Thursday, December 12th @ 2:00 pm*

  *Immediately following this class we will have PIZZA & watch recent Matson Live Show, so plan to hang around for a little while*

Call (317) 888-9465

(leave a message)

or email us at:  to reserve your seats

We are limited to 20 people per class so call or email soon to reserve your seat.