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

Is This A Trump Bubble?

December 4th, 2016 - The month of November sure was an eventful one, and for the first time in almost a year, the stock market and the bond market decoupled heading in opposite directions.

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Latest Financial Tip Video - click here to Watch

Does Money Buy Happiness?

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Money Matters named #43 of the SMU 100 fastest growing companies in Dallas Fort Worth

We are pleased to announce that Money Matters has been named #43 of the SMU 100 fastest growing companies in Dallas Fort Worth. Money Matters has moved up this year in the ranking as we were listed as #99 in 2015.

Money Matters specializes in working with people that are retired or retiring soon protect their principal with an exit strategy to help them minimize major market losses that they may not have time to recover from. “We believe your retirement should be your second childhood without parental supervision, a time to enjoy and not worry about how you are going to get by,” says Moraif.

“I, and the entire team at Money Matters, place great value on the fundamentals of high quality service that always puts our clients’ interests ahead of our own. We believe being included on SMU’s list again this year is a strong affirmation of our commitment to helping our clients to reach their financial goals,” says Moraif.

Moraif and his firm serve clients from their offices in Dallas, TX; Fort Worth, TX; Austin, TX; Houston, TX; Oklahoma City, OK, Phoenix, AZ; and Orange County, CA. Radio listeners in those markets can hear Moraif each weekend on his program “Money Matters with Ken Moraif.”

See the rankings here:

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Latest Radio Show Podcast - click here to Listen

December 3rd, 2016

1) Trump Rally Or Trump Bubble?
2) End Of Year Tax Tip: Roth IRA Conversion
3) How To Determine How Much Risk To Take: The Hurdle Rate
4) Buy Hold Myth #2: Don't Miss The 20 Best Trading Days
5) Estate Tip: A Trust For Your Home (QPRT)
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Recent Financial Articles & Studies - click here for Information

How to Choose a Good Financial Planner

If you’re in the market for a financial planner, I think there are seven questions that can help you make a good decision. The first four you should ask whatever planner or firm you’re considering:

1. What are your qualifications? Financial planning has become kind of a generic term. Make sure whomever you are considering is a certified financial planner, and not just an insurance salesperson selling annuities. Ask to see his or her CFP qualification.  

2. How long have you been in business? I think an advisor is like a surgeon or any other professional—if they have not been in business for at least ten years, they haven't been around the block enough times for me to trust them with my investments. And take a look at the worst year they’ve had in the last 10 years, then ask yourself: how would I feel if I was invested with them during that year? If their worst year was a drop of 40 percent, would you be okay with that? If not, do they have a defensive strategy, or are they just a buy-hold firm that would stay in the market forever, no matter how much you lost? If that’s the case, you might want to rethink your choice.

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