Do You Know The Answers?

If not, you should plan to attend our Investor Jeopardy Class!  Here are the questions:

  • Why am I under-performing the S&P?
  • Why am I under-performing the “benchmarks?”
  • Why am I in International Stocks?
  • Why don’t I just buy low-cost retail index funds?
  • Why do I need an adviser?

If you cannot answer the above questions using facts and data, then we’ll see you in class.  Why are these questions important?  It’s questions like these that if they go unanswered, our emotions begin to fill in the blanks.  When emotions start driving our investment decisions, investors tend to make imprudent choices that usually end up hurting them in the long run.

We have 2 class times to choose from…

Tuesday, June 2 @ 2:00 pm


Tuesday, June 2 @ 6:30 pm

To attend one of these classes, please refer to the CONTACT section of our website to reserve your seat.

Past performance is not indicative of future results.

Where’s The Growth?

Where’s The Growth?  Lot’s of folks are still talking about the U.S. stock market and economy.  Last year was a pretty good year for the U.S. large stocks.  What’s missing from these conversations?  

Check out this quick video for the answers.  Enjoy!

The Crash Is Never The Problem!

That’s right!  The crash is never the problem.  So what is?  Check out the video and you’ll find out.

We have the truth on how to deal with this market craziness we’ve been seeing lately.

Do you know what a two or three year worst case scenario is for your mix of assets?  If not, shouldn’t you?  Long-term investing is not a catchy slogan when the markets seem to be good.  Long-term investing in our world is life-long.  You can truly invest life-long if you really understand your worst case scenario for your investments.

You are invited to attend one of our upcoming classes over the weeks ahead so you can invest with confidence even in these volatile times.

Crash Not Problem


Past performance is not indicative of future results.

The Benefits of International Investing – Investor Education Class

We have three class opportunities.

The Benefits of International Investing | Investor Education Class

This class will help investors gain an understanding of the use of International Equities in their portfolios. The traditional 60% equities/40% fixed income portfolio typically includes little, if any international exposure. Learn the benefits of including international investments in your portfolio and the most effective way to integrate them.

Tues., March 25th @ 2:00 pm
(We’ll have Jet’s pizza & watch the Matson Live Show immediately following this class)
 Tues., March 25th @ 5:30 pm
(We’ll start the evening with Jet’s pizza & watch the Matson Live Show from 5:30 to 6:30. Class begins at 6:30)
Weds., March 26th @ 2:00 pm
(We’ll have Jet’s pizza & watch the Matson Live Show immediately following this 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.

It’s Tax Time Again!

It’s tax time again!  I know everyone loves this time of year…especially April 15th.  This year the 15th falls on a Tuesday.

Please don’t wait until the second week in April to get your tax papers in order.  If you haven’t already done so, get started now.  In fact, I have had my taxes for two weeks now.  It’s not even spring yet and my taxes are done!  Amazing!
If you’re eligible and would like to make a previous year (2013) contribution to your IRA or Roth IRA accounts, please do so no later than April 9th.   We need to have your previous year contributions in our office no later than April 9th to ensure you will be credited in your account accordingly.

Feel free to email or call our office if you have any questions.  Please consult your tax professional on your eligibilty for IRA or Roth IRA contributions.