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

or

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)
or
 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)
or
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: katie@marianfinancial.com 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.

The Devil Is In The Details…

In this video, I expose some of the tricks used by the Bullies of Wall Street to lure unsuspecting investors into gambling away their money.  I even introduce the highly technical term – hypothetical hogwash.  Feel free to pass this link along to your friends and family that tend to follow investment newsletters.  They won’t want to miss this.  Let me know what you think.

Bryan is going LIVE…the Matson Live Show Today!

I will be appearing on the Matson Live Show today at 3:00pm EST.  Join the conversation through the chat stream. To watch the show live, click on the link below the photo to go the Livestream site of Matson Money.

Online Addiction – Investor Education Class

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
  • You’re encouraged to bring your family and friends to this class.

Join us at one of our upcoming classes:

  • Weds., February 26th @ 2:00 pm
  • Thurs., February 27th @ 2:00 pm
    We’ll have Jet’s pizza & watch the Matson Live Show immediately following this class.
  • Thurs., February 27th @ 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.

Call 888-9465 (leave a message) or email us at: katie@marianfinancial.com to reserve your seats.

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

So You Think You Can Time The Market?

Are you, your family or friends beginning to worry about the recent downward market volatility? If so, this class will help put everything back into perspective.

  • Is Market Timing Stress Free?
  • Is Market Timing the same as playing Russian Roulette with your money?
  • Is it possible to get in and out of the market at exactly the right time…every time?

This is a MUST SEE class!

DATE: Tuesday, February 11th
TIME: 6:30 pm

Dinner & Discussions

We will have Jet’s Pizza for dinner during the class.

Call 888-9465 (leave a message) or email us at: katie@marianfinancial.com to reserve your seats. We are limited to 20 people per class so call or email soon to reserve your seat.

Mark Matson is in the Hot Seat – Fox Business

It’s amazing how all of the sudden the media wants to talk about U.S. Small Caps and Micro Cap companies.  Do you think it has anything to do with the outstanding performance these asset classes had in 2013?  You bet!  That’s called hindsight or past performance investing…bad idea. Fortunately for our investors, we’re always invested in multiple assets classes including U.S. Small Caps and Micro Cap companies through good times and bad.  That’s how we receive market rates of returns.  No stock picking, market timing or past performance (track record) investing required.  Check out the link to Mark’s latest visit to Fox Business with Cheryl Casone.  Cheryl tries very hard to trap Mark into endorsing gambling instead of owning a diversified portfolio.

Mark’s back in the hot seat, waging the battle against stock picking. In this segment with Cheryl Casone, Mark shares how Small Cap and International stocks play a major role in creating a prudently diversified portfolio and why buying individual stocks increases an investors’ risk exposure.