Money Matters with Ken Moraif
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National Press Turns to Money Matters for insight on issues affecting today's investors. View Recent Press Featuring Ken Moraif:

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Fox Business

Ken Moraif argues that "Buy and Hold" is a flawed strategy.
Click on the image above to watch his interview on Fox Business 'After The Bell'...

Financial & Retirement Planning

Your retirement should be your second childhood without parental supervision.

You should enjoy yourself -- go play, travel, have fun! Stay out late!

To do that you must have a solid financial plan that you have confidence in. Have you ever seen change like we are experiencing now? Have you ever seen deficits like we are running? Markets so volatile? The future so insecure?

If you are concerned about your financial security, please sign up for Ken's next seminar. It's designed for those of you who are at the average retirement age, which is over the age of 50.  You will also get to enjoy some of the now World Famous Oatmeal Raisin and Chocolate Chunk Cookies!

Latest Email Market Alert - click here to Read

Yay! More Stimulus!

September 25th, 2016 - Last week the Federal Reserve decided to leave interest rates unchanged, and the Bank of Japan decided to continue to provide stimulus. The European central bank is still fully engaged in the stimulus process as well.

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Latest Financial Tip Video - click here to Watch

Making a Trust For Your Heirs


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Latest Press & News - click here to View

BankRate: Want to retire and avoid politics? Go west

"Don’t focus on how much you’ve accumulated," - Ken Moraif

Read more: http://www.bankrate.com/one-to-million/want-to-retire-and-avoid-politics-go-west/


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Latest Radio Show Podcast - click here to Listen

September 24th, 2016

1) Will This End Well?
2) How To Diversify
3) Core Value #2: Our Client Benefits Before We Do
4) Why Buy, Hold & Sell! Is So Important 
5) Estate Tip: Gift vs. Inherit Tax Treatment
 
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Recent Financial Articles & Studies - click here for Information

Money Matters Core Values: Our Clients Benefit Before We Do

I believe that core values are always true and withstand the test of time.  At Money Matters, we make sure that everyone in the firm understands our core values. Once our staff knows what we stand for, they know how to act when faced with decisions. I also believe that core values can teach life lessons, so I’ve decided to share them with readers. Last week, I wrote about one of our core values: If a client calls us, we lost. I also wrote about our dual mandate here at Money Matters:

            1. Not to make our clients rich, but to keep them from becoming poor.

            2. To help our clients to have peace of mind.

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