OUR TWO GOALS FOR YOU:
1. TO GIVE YOU FINANCIAL PEACE OF MIND
2. TO HAVE YOUR MONEY LAST AS LONG AS YOU DO
OUR INVESTMENT PHILOSOPHY
We advised our clients to get out of the stock market before the crash of 2008 and to stay out through June of 2009, when our strategy signaled us to get back in.
We recommend retirees to adopt a buy, hold and sell strategy – a proactive, objective, mathematical strategy that sounds an alarm to get out of the market when we anticipate it’s trending toward a fall.
We use such an approach at Money Matters. After our strategy correctly predicted the stock market crash of Y2K, we decided to implement it for all of our clients. It sounded an alert in November 2007, so we advised our clients, the listeners of our radio show, and our email newsletter subscribers to get out of the market. You know what happened next – the big crash of 2008. We feel proud that our advice may have helped people protect their retirement investments.
WHAT’S ON YOUR MIND?
When it comes to finances, if it’s important to you, then it’s important to us. That’s the way it should be among friends.
We eat our own cooking:
All of our partners invest in the same places that they recommend, so that we are with our clients every step of the way.
EDUCATION + RESOURCE CENTER
December 16th, 2017
1) The Fearless Forecast & The Next Bear
2) Year-End Tax Savings Checklist
3) A Brief History Of Social Security
4) Take Only As Much Risk As Is Necessary To Accomplish Your Financial Goals
5) Estate Tip: What Goes By Your Will And What Doesn’t
How To Choose A Financial Advisor
Shopping for a financial advisor can be tough. How do you know you’re picking the right one for you? If I were in the market for an advisor I’d make sure to do the following:
Make sure the candidate has at least 10 years’
Back To The Future
Market Alert December 11th, 2017: Back To The Future
Our two goals for our clients is to give them financial peace of mind and to help them have their money last as long as they do.
Our investment philosophy of Buy,