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.

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.

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.

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.

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.