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Our meetings are designed for people over 50 with a minimum of $100,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.

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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

Bad News Is Good News

Market Alert July 17, 2017: Bad News Is Good News

  • The S&P 500 and the Dow rose to an all-time high last week.
  • Inflation is so low that the Fed may not raise interest rates again this year.
  • Investors are still confident that tax reform is still likely by the end of this year.
  • We continue to stand by our fearless forecast of Dow 22,250.
  • Both stocks and bonds were up last week.
Read more ...
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Latest Financial Tip Video - click here to Watch

Three Steps For a Sound Financial Plan


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Latest Press & News - click here to View

Kiplinger: The 10 Most Important Years of Your Financial Life (& How to Prepare For Them)

"The five years before and the five years after retirement can be a real minefield. A big loss during this time could spoil all your hopes and dreams, so here’s what you need to do to protect yourself." - Ken Moraif

Read Ken's full article: http://www.kiplinger.com/article/retirement/T047-C032-S014-the-10-most-important-years-of-your-financial-life.html


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Latest Radio Show Podcast - click here to Listen

July 15th, 2017

1) What Could Derail This Market?
2) The 7 Deadly Sins Of Investing
3) How To Maximize A Spouse's Social Security
4) Buy-Hold Myth: Don't Be The Fool Who Sells At The Bottom
5) Estate Tip: Who To Name As Trustee
 
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Recent Financial Articles & Studies - click here for Information

Where Could We Go From Here?

We had a tremendous start to 2017. The U.S. stock market was up. The European stock market was up. The emerging markets were up. The first half of this year was the best first-half-year performance by the stock market since 2009. Why is the market doing so well? I believe its behavior in 2009 can be explained by the fact that we had just come through the credit crisis. The market crashed and then rebounded. It wasn’t unusual to see such a great rise after a severe bear market.  2017 is different because there was no market crash beforehand. The economy isn’t great. Jobs numbers aren't bad, but wages haven’t risen. I think the market is rising based on continued optimism in the Trump agenda: the prospect of tax cuts, the prospect of deregulation, and the prospect of repatriation of trillions of dollars overseas (it’s anticipated that much of that money could come back into the U.S. and go straight into stock buybacks, which would tend to drive stock prices up). 

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