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.

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.

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.