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: katie@marianfinancial.com 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

155

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: katie@marianfinancial.com  to reserve your seats

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

Attitude of Gratitude for the Moment

All too often, investors do not take the time to be grateful in the moment. The media is usually spewing fear when we should be happy.

We are grateful to our investors and thankful for having the absolute best investors!

Check out this quick video to see my attitude of gratitude. I also share a tip from a recent investor education class.

Let me know what you think.

Have a fantastic Thanksgiving Holiday!

Free Movie, Drinks & Popcorn!

Did you hear that you’re invited to our annual Christmas movie?  That’s right, free movie, free drinks and free popcorn!  We will be watching the movie elf this year at the historic Artcraft Theatre in Franklin, Indiana.  We would love to have you and your family join us.  Just call or email us with the number of people in your party.  Please disregard if you’ve already done so.  Thanks…we look forward to seeing you there!

Sunday December 15th, 2013 @ 6:30 pm

(Doors open at 6:00)

Location: The Artcraft Theater, Franklin, Indiana 46131

Let us know if you can attend & how many in your party

email: katie@marianfinancial.com   OR    Call: 317-888-9465

175

Click Here for a PDF version of the Movie Info

 

Monthly Investor Education Class Series

The Investment Vortex

Getting Through the Black Hole of Investing

3 Class Times, 2 dates, In Our Office

155

Why have we stressed that the most critical component of the potential for success is the discipline to “stay the course”? This class illustrates the risk of changing your investment strategy frequently. Prudent investors need to understand how critical it is to reduce the risks related to changing asset categories too quickly. The large variance in potential returns created by frequent switching of funds makes long-term planning for goals, such as retirement, virtually impossible.

This is a good class to bring a guest so they too can see the true benefits of long-term investing. 

Tues., Nov. 19th @ 2:00 pm* & 6:30 pm

or

Weds., Nov. 20th @ 10:30 am

*Immediately following the Tues. 2:00 class we will have pizza & watch the Matson Live Show, so plan to hang around for a little while*

Call 317-888-9465

(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 is Back On The Air – Fox Studios

Check out Mark’s debut live from the Fox studios in NYC where he takes our message back to the media and the world! This segment covers it all… fighting for main street investors and outing the wall street bullies!

Let me know what you think.

Mark is Back On The Air @ MarkMatson.tv

Past performance is not indicative of future results.

How to Talk to Clients About WHAT?

I found an article in a recent financial trade magazine with tips on how advisors can introduce speculative investments to their investors.  It’s natural for investors to be emotional regarding investing.  Many times doubt can erode an investors discipline and other times the greed bug can bite an investor to wonder what they may be missing.  In either case, the Wall Street bullies are waiting to assist the undisciplined/un-coached investor.

Check out this quick video to see how we talk to our investors about these issues.

Let me know what you think.