OUR TWO GOALS FOR YOU:

  1. TO GIVE YOU FINANCIAL PEACE OF MIND
  2. TO HAVE YOUR MONEY LAST AS LONG AS YOU DO

Upcoming Retirement Matters Seminars

If you are over 50, retired or retiring soon, we want to help you enjoy your second childhood without parental supervision (AKA your retirement).

Our philosophy is that protection of your wealth is job #1. We believe that to do this you must have a Buy, Hold and Sell! strategy. We use this strategy for the approximately 8,500 families in 48 states that we serve.

OUR INVESTMENT PHILOSOPHY

Buy, Hold, Sell

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 indicated 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.

Important Disclosures >

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.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. MMWKM does not serve as an attorney or accountant. MMWKM does not prepare legal documents or tax returns.

NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MMWKM is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of MMWKM by any of its clients. ANY QUESTIONS: MMWKM’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.